Lot and Serial Number History Report Home | FAQs & Troubleshooting

 

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Related Topics
	Sales Order Options		Bill To Customer Maintenance
	Accounts Receivable Options		Bill To/Sold To Maintenance
	Purge Lot/Serial History

 

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Select Sales Order Reports menu > Lot and Serial Number History Report.

This report is available only if the Inventory Management module is integrated with Sales Order, and Lot Items, Serial Items, or Both Lot & Serial Items is selected in the Retain Lot/Serial Item Sales History field in Sales Order Options.

Overview

Use Lot and Serial Number History Report to view a history of lot and/or serial items sold and invoiced, detailed by lot and/or serial number. If a lot or serial number valuation method is used for inventory items, you can print this report quarterly, annually, or as necessary to satisfy auditing requirements.

This report can show sales history for only lot items, only serial items, or items of both types, depending on the selection in the Retain Lot/Serial Sales History field in Sales Order Options.

The report can be sorted by item code, customer number, bill-to name, bill-to customer number, or lot/serial number. You can enter a selection of item codes, customer numbers, bill-to names, invoice numbers, invoice dates, lot numbers, serial numbers, bill-to customer numbers, and user-defined fields (UDFs) to print on the report.

Note  The bill-to name prints on the report only if Bill To Name is selected in the Sort Report By field.

Note The bill-to customer sort option and selection are available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options. The bill-to customer number prints on the report only if Bill To Customer Number is selected in the Sort Report By field.

Information detailed on the report includes the item code and description, lot or serial number, customer number and name, invoice number and date, unit of measure, and quantity sold. When the report is sorted by lot/serial number, the customer name is not printed.

You can purge lot/serial number detail history using the Purge Lot/Serial Number History on the Utilities menu.

Fields

 

Report Setting Description Type Default Report Print Report Settings Three Hole Punch Number of Copies Collated

Sort Report By Operand Value Printer Output Keep Window Open After Print Keep Window Open After Preview