Hi all,
How do I bypass the Lot/Serial# and Expiry Date in Receipt and what settings in Lot/Serial Number (Preferences) do I configure?
Thanks
Hi all,
How do I bypass the Lot/Serial# and Expiry Date in Receipt and what settings in Lot/Serial Number (Preferences) do I configure?
Thanks
Best answer by Robert Sternberg
We are going to Go-Live and the client wants to import all their balance of stock items without Lot/Serial and Expiry Date because in the Acumatica system this two fields requiring this in Receipt module. Is it possible?
Hello!
This approach is not currently possible when the stock item has a lot/serial class with the Assignment Method of “When Received”. The assignment method is enforced system wide. I recommend the client do a full physical inventory before go-live to gather all required details for lot/serial numbers. If lot/serial numbers are not required for inventory tracking I recommend using the “When Issued” assignment method which will let Serial/Lot numbers be issued when the item is issued (shipped/adjustment etc)
There is also a feature suggestion that might help with this solution and allow for more granular control at go-live without loading serial numbers.
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