Assign Lot/Batch to Serial Numbers

Explanation

This activity is used when producing items that are both lot-tracked and serial-tracked, to assign the reserved lot/batches to reserved serial numbers.

Prerequisites

This activity requires that the parts be defined as both inventory serial tracking parts and lot/batch tracking parts in the part catalog. The lot/batches and the serial numbers need to be reserved for production on a shop order and the tracked structure needs to be created.

System Effects

As a result of this activity, the system associates lot/batch numbers reserved for production in a shop order to one or more serial numbers reserved to the same shop order.

Window

Shop Order As-Built Structure  

Related Window Descriptions

Shop Order As Built Structure/Lot/Serial Link

Procedure

1. Open the Shop Order As-Built Structure window and query for the shop order.
2. Open the Lot/Serial Link tab.
3. If you have not assigned lot/batches earlier, notice that all the reserved serial numbers to the shop order are listed there with * as the lot/batch number. Select one or more records from the table, right-click and then click Assign Lot to Serial. This will open the Link Lot to Serial Number dialog box.
4. Select the record from the table with the correct lot/batch number and click OK.