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How to: Handle Item Tracking Lines with the Get Lines Function

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When you use functionality to get posted receipt or shipment lines from related invoices or credit memos, then any item tracking lines on the warehouse documents are transferred automatically, however, they are processed in a special way. For more information about getting lines, see Get Receipt Lines.

The functionality supports the following inbound processes:

  • Get Receipt Lines - from a purchase invoice.

  • Get Return Shipment Lines - from a purchase credit memo.

The functionality supports the following outbound processes:

  • Get Shipment Lines - from a sales invoice or combined shipments.

  • Get Return Receipt Lines - from a sales credit memo.

In these situations, the existing item tracking lines are copied automatically to the invoice or credit memo, but the Item Tracking Lines window does not permit changes to the serial or lot numbers. Only the quantities can be changed.

To handle item tracking lines when getting receipt lines from a purchase invoice

  1. In the Search box, enter Purchase Invoices, and then select the related link.

  2. Open a purchase invoice for items that are purchase with serial or lot numbers.

  3. From a purchase invoice line, on the Lines FastTab, choose Functions, and then choose Get Receipt Lines.

  4. In the Get Receipt Lines window, select a receipt lines that has item tracking lines, and then choose the OK button.

    The source document is copied to the purchase invoice as a new line, and its item tracking lines are copied to the underlying Item Tracking Lines window.

  5. In the purchase invoice, select the transferred receipt line.

  6. On the Lines FastTab, choose Line, and then choose Item Tracking Lines to see the transferred item tracking lines.

The contents of the Serial No. and Lot No. fields are not editable. However, you can delete complete lines or change the quantities to match changes being made on the source line.

See Also

Tasks

How to: Assign Serial Numbers and Lot Numbers During Outbound Transactions

Other Resources

How to: Set Up Item Tracking Codes
How to: Assign Serial Numbers and Lot Numbers during Inbound Transactions