Defaults Tab

Specify the serial/lot control defaults on this tab. The defaults are the same for a serial number controlled item.

Options Reference

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

Code

This is the inventory item code.

This field is read only.

Description

The description of the inventory item.

This field is read only.

Inventory type

The default value is the inventory item type specified on the Inventory Item Maintenance form.

This field is read only.

Lot Number - format and length

The format and length defined for the item.

This field is read only.

Keep customer warranties

This option is enabled if Keep warranty details for serial/lot items is selected on the Serial/Lot Control Details tab on the Module Control form.

Select this option to maintain customer warranties for the item at a serial/lot controlled level. If you select this option, you can enter customer warranties into the Customer Warranty form.

Keep supplier warranties

This option is enabled if Keep warranty details for serial/lot items is selected on the Serial/Lot Control Details tab on the Module Control form. Select this option to maintain supplier warranties for the item at a serial/lot controlled level. If you select this option, you can enter supplier warranties into the Supplier Warranty form.

Use expiry dates

Select this option to record expiry dates for serial/lot controlled items. You must enter an expiry date whenever a new lot or serial number is created. If expiry dates are in use, you can define controls to ensure the purchase and/or sale of items stays in the boundaries of expiry dates. For example:

If you specify Do not purchase within 1 Month (Term), and today's date is 10/12/18, then you can't purchase a serial/lot controlled item if the expiry date for that item is 10/01/19 or less. Greentree Desktop prompts you with a message when you enter a transaction when serial/lot numbers are entered.
If you specify Do not sell within 2 Weeks (Term), and today's date is 10/12/18, you can't sell a serial/lot controlled item if the expiry date for that item is 24/12/18 or less. Greentree Desktop prompts you with a message when you enter a transaction when serial/lot numbers are selected.

Term options include: days, weeks, months, and years.

Expiry date logic applies to the AP Invoice Entry and PO Receipt Entry forms for purchasing, and to the AR Invoice Entry, SO Entry (if lot numbers are required at entry), and SO Packing Slip Maintenance forms for selling.

Save defaults

Click this to save the serial/lot number defaults for the item.