Tree and User Field Assignment

When serial/lot trees and user fields are in use, you can assign values to new serial/lot numbers while entering transactions that have an increasing effect on inventory and where a serial/lot number is being created during transaction entry. If a serial/lot number already exists, it is selected during transaction entry rather than entered as new, it is assumed tree or user field values have previously been assigned.

Tree assignment and User field assignment columns are available in the serial/lot number entry table. They only displays if trees or user fields have been set up and using the conditions outlined above.

To assign tree branches to serial/lot numbers, click the tree icon in the Tree assignment column. The Tree Assignment form displays. To assign a branch, double click in the Value column next to a tree and the branches of the tree display.

Select the branch and click Select to update the selection on the Tree Assignment form. Continue to select branches and click OK to return to the serial/lot entry form.

The short codes of the assigned branches will update to the Tree assignment column.

Information

You can't assign a branch unless it has a short code.

If you know the short code of the tree branch you want to assign, you can enter it directly into the Tree assignment field without having to use the tree icon to access detail. If you want to assign more than one branch to the serial/lot number, enter the short codes in comma delimited format, for example, GROW1, MAC, WIN.

You don't need to assign tree branches to new serial/lot numbers, unless one or more of the serial/lot trees set up in Serial/Lot Tree Maintenance is a mandatory tree. In addition, if a mandatory tree exists, the Auto-generate serial/lot numbers feature is not enabled.

When the serial/lot details and the transaction are saved, tree assignments updates to the IN Serial Lot Maintenance/Custom form.

To assign user field values to serial/lot numbers, click on the User fields button in the User field assignment column. The Serial Lot User Fields form displays. Enter the values into the Value column and click OK to save values and return to the serial/lot entry form.

When the serial/lot details and the transaction are saved, user field values updates to the IN Serial Lot Maintenance/Custom form.