Serial and Lot Details Tab

This tab is enabled if you are using the Serial/Lot Tracking module. Enter system-wide serial/lot details on this tab.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Use Serial/Lot Tracking

Select this option to use the serial/lot control function. This activates all menu options for the serial/lot control function.

Default Item Type

Select an item type. This type defaults to all new items when they are set up on the Inventory Item Maintenance form.

Format/Length

These fields are enabled if you select a default item type of either Lot Number or Serial Number. You must specify the format of the number, either Numeric or Alphanumeric, and the length of the number (for each type: Lot and Serial).

These fields default to serial and lot controlled items, and Greentree Desktop expects this format when you enter serial/lot numbers for the items.

Variable Serial/Lot Numbers

Select this option if serial/lot numbers can be variable. If you select this option, you can edit the Length field for items on the Main tab of the Inventory Item Maintenance form.

Warn or Stop Expired Items

This is enabled if you are using expiry dates. You can select an option to indicate whether Greentree Desktop should:

Display a warning when you enter a transaction (Warn Only), or
Prevent the sale (Stop the Sale), if the expiry date of the serial/lot number allocated to the transaction falls in the parameters on the Main tab on the Serial & Lot Maintenance form for the item.

Use Serial/Lot Suspense Account

Select this option to use the serial/lot control suspense account function. You can enter transactions for serial and lot controlled items, if the serial/lot number is not known.

When you select this option, and the suspense account is used, it becomes read-only.

Keep Warranty Details for Serial/Lot Item

Select this option to maintain customer and/or supplier warranty details for serial/lot items.

Print Serial/Lot Data

Select this option if you want serial/lot numbers to print on inventory reports.

Default lot quantity to line quantity

Select this option to make the Lot Quantity to be the same as the Required Quantity for lot items.

Serial/lot number is unique

Select this option if you want serial/lot numbers to be unique throughout Greentree Desktop for all inventory items. If you don't select this option, Greentree Desktop can use the same number for multiple items, but not more than once for the same item.

If you select this option, when there are already duplicate serial/lot numbers within Greentree, you are prompted which outlines the procedure you must follow to identify duplicates and renumber them. This involves first running a system script, then using the Change Serial/Lot Number form to replace the duplicates identified with unique numbers.

Remove serial/lot numbers when transaction is deleted

If you delete an inventory transaction with an increasing effect on inventory, the associated serial/lot detail numbers are also deleted when you select this option, as long as the serial/lot numbers are not assigned elsewhere.