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Selecting Batch/Serial Numbers to Issue

Open: Works Orders > Works Order List

  • Select the works order you want to issue components to.
  • Select the Issue Stock button above the list view.

From the menu:

Open: Works Orders > Processing > Issue Stock

  • Select the Works Order Number from the drop-down list.

Manually Issuing Traceable Numbers

In Works Order Settings, not ticking Auto Pick Traceable Quantities on Issue will mean the traceable numbers will not be selected automatically as the issue is made; they must be selected manually using this screen.

1. In Works Order Settings, if Allocate/Issue as much as possible by default is selected, the Serial Details for Item… or Batch Details for Item… screen opens automatically for each traceable item that can be issued.

2. For a serialised component, tick the box for each traceable number to be issued, up to the Total Quantity to be issued. Serial numbers allocated elsewhere will be included but cannot be selected.

If the serial number is allocated to this order, it will be indicated with a quantity in the Allocated column, but other serial numbers can be selected for issue.

For a batched component, tick the box and enter the Quantity to issue on each line, up to the Total Quantity to be issued. The quantity to issue for each batch number cannot exceed the Qty Available.

If the batch number is allocated to this order, it will be indicated with a quantity in the Allocated This column, but other batch numbers can be selected for issue.

Note: The quantity must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.

3. Click OK to confirm the selection.

4. In Works Order Settings, if Allocate/Issue as much as possible by default is not selected, this screen will not open until a quantity is entered into the Issue Now column.

5. Before saving the transaction, the traceable numbers can be changed by selecting the component line and clicking the Select Batch / Serial Number(s) button.

Automatically Issuing Traceable Numbers

If, in Works Order Settings, Auto Pick Traceable Quantities on Issue is selected, traceable numbers are selected automatically.

1. In Works Order Settings, if Issue/Issue as much as possible by default is selected, each component will be automatically issued as much as possible, including the traceable numbers.

2. If this setting is not selected, components will not be issued until a quantity is entered into the Issue Now column. Again, traceable numbers are then selected automatically.

3. Before saving the transaction, the traceable numbers can be changed by selecting the component line and clicking the Select Batch / Serial Number(s) button.

4. Click OK to save the issue.

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