Using the Assignment Command

This method of assigning batch or serial numbers only applies if the Receive via GRN Only option is cleared. If you do not assign serial or batch numbers at the time of recording receipts, you can carry out the assignment either using the GRN Process and Assign commands as described above, or using the Assignment command on the Action menu associated with the stock record itself.

Using the Processing command in the Stock application, you can retrieve the stock record for a traceable item. Using the Assignments command on the Action menu, you can open the Assignments form from which you can assign serial or batch numbers.

A Criteria tab is available so you can select which outstanding records you want to process. This is similar to the selection criteria available for GRNs when you use the G.R.N command in the Stock application. The default selection for the Criteria tab is all GRN records for the currently selected stock item. In fact, the Criteria tab is not displayed first if there are outstanding records awaiting assignment, so you if want to change what appears on the View tab, you must first click to select the Criteria tab.

The View tab shows the outstanding GRN lines according to the criteria. From here you can assign the serial or batch numbers as required.

You begin by select the GRN line you want to process. The grid shows the quantity received in the Received column and the quantity assigned so far in the Assigned column. The quantity remaining to be assigned (the difference between the receipt and assigned quantities) appears in the To Assign box in the top-half of the form. Select the Assignment command on the Action menu. You will then be given the option to fulfil the serial or batch numbers automatically or manually. See also the general information about assignments in the sections Basic Procedure for Assigning Serial Numbers and Basic Procedure for Assigning Batch Numbers.