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How to: Handle Serial Numbers and Lot Numbers on Transfer Orders

Procedures for handling serial and lot numbers that are being transferred between different locations are similar to those applied when items are sold and purchased.

However, the transfer order is unique in that shipment and receipt are both done from the same transfer line and, therefore, use the same instance of the Item Tracking Lines window. This means that item tracking numbers shipped from one location must be received unchanged at the other location.

The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table.

To handle serial/lot numbers on transfer orders

  1. In the Search box, enter Transfer Orders, and then choose the related link.

  2. Open the transfer order you want to process. On the Lines FastTab, choose Actions, choose Line, choose Item Tracking Lines, and then choose Shipment.

  3. In the Item Tracking Lines window, assign or select serial or lot numbers as for any other outbound item transaction.

    When handling serial and lot numbers for transfer items, the items typically have numbers already assigned to them. Therefore, the process typically consists of selecting from existing serial or lot numbers.

  4. Post the transfer order, first ship and then receive, to record that the items are transferred carrying their item tracking entries.

During the transfer, the Item Tracking Lines window remains locked for writing.

See Also

Tasks

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

Other Resources

Selecting from Existing Serial/Lot Numbers