Serial Lot Suspense Allocation

Use this form if you are using the Serial/Lot Control module, and the option Use Serial/Lot Suspense Account is selected on the Serial and Lot Details tab on the Inventory Module Control form.

The form allocates serial/lot numbers to inventory items that have been changed from being non-serial/lot controlled to being controlled.

During transaction entry, you can put a serial/lot controlled quantity into Suspense, which means that you do not know the serial or lot number when entering a transaction, and want to allocate it . You can put the full transaction quantity into suspense, or only part of the quantity.

When the serial/lot number becomes known, use the Serial Lot Suspense Allocation form to specify the serial/lot numbers for transactions that are in the suspense account.

Options Reference

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

Inventory item

Select the serial/lot inventory item to allocate the serial/lot numbers to.

Transaction type

Select the transaction type that is for the allocation. Leave this empty to display transactions of all types for the selected item.

Location

If you are using locations, select the location that is for the allocation. Leave this empty to display transactions for all locations.

Apply

Click this button to apply the criteria and return associated detail to the table.

Details Table

This table displays one line for each unique combination of item code, transaction type, and location, using the criteria applied. The transaction quantity displays, and the quantity allocated.

The quantity allocated is zero if the full transaction quantity was put into suspense when you enter a transaction. Otherwise, it displays a quantity if some, but not all, serial/lot numbers were allocated when you entered the transaction.

To allocate serial/lot numbers for transactions in the table, click the line to allocate, and click the Allocate button.

Allocate

Click this button while on the item line to allocate serial/lot numbers. This opens the Serial/Lot Number Entry form.

Note: To allocate a new serial/lot number to a suspense item, you must first delete the suspense line by pressing Shift-F2 . Then you can enter or automatically generate the serial/lot number.