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. The tracked structure is built when reserving and issuing material, so you have to either reserve or issue material before linking lot/batch numbers and serial numbers.

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
Link Lot to Serial Number

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.