Field Services: Support of Stock Items With Lot or Serial Numbers Assigned in
Field Services: Support of Stock Items With Lot or Serial Numbers Assigned in
Appointments
Field Services: Support of Stock Items With Lot or Serial Numbers Assigned in Appointments
Appointments often include stock items. In some cases, lot or serial numbers need to be assigned to these stock items at the time they are used during an appointment, rather than when they are received in the warehouse. This is often necessary when, for example, the specific item to be installed at the customer location is unknown beforehand, and the technician needs to enter the relevant number during installation.
In previous versions of MYOB Acumatica, appointments that included stock items tracked by lot or serial numbers could not be processed if stock items had the When Used assignment method. This method is specified in the stock item's lot or serial class on the Lot/Serial Classes (IN207000) form. This was because a lot or serial number had to be specified for a stock item in the appointment's detail line. However, stock items with the When Used lot or serial number assignment method were not supported in appointments and therefore, a lot or serial number could not be specified for them.
Starting in MYOB Acumatica 2025.1, the Appointments (FS300200) form has been enhanced. Users can do the following for stock items whose lot or serial class has the When Used lot or serial number assignment method specified on the Lot/Serial Classes (IN20700) form:
- Manually generate lot or serial numbers for stock items, if the Auto-Generate Next Number check box is cleared in the stock item's lot or serial class on the Lot/Serial Classes form.
- View the auto-generated lot or serial numbers for stock items, if the Auto-Generate Next Number check box is selected in the stock item's lot or serial class on the Lot/Serial Classes form.
Important: The functionality is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Changes to the Appointments Form
On the Appointments (FS300200) form, a lot or serial number can now be assigned to a stock item with the following settings specified in the stock item's lot or serial class on the Lot/Serial Classes (IN207000) form:
- The Track Serial Numbers or Track Lot Numbers tracking method (Item 1 in the following screenshot)
- The When Used assignment method (Item 2)
(The following screenshot is provided to illustrate the settings closely related to the new functionality. However, no new elements have been added to the Lot/Serial Classes form.)
Figure 1. The stock item's lot or serial class settings
Important: This functionality applies only to customers with a billing cycle set up to process billing for appointments.
The way a lot or serial number can be assigned to a stock item depends on the state of the Auto-Generate Next Number check box (Item 3 in the screenshot above) in the settings of the stock item's lot or serial class. The number is assigned as follows:
- If the Auto-Generate Next Number check box is selected, the system generates a lot or serial number for the stock item automatically and inserts it in the Lot/Serial Nbr. column in the item's line on the Details tab of the Appointments form.
- If the Auto-Generate Next Number check box is cleared, a user can initiate the generation of the lot or serial number on the Appointments form. To do this, the user first selects the detail line with the stock item and clicks Lot/Serial Nbrs. on the table toolbar of the Details tab. The user then clicks Generate in the Selection area of the Line Details dialog box.
In the Line Details dialog box, the following elements have been added to the Selection area (see the following screenshot):
Figure 2. The new UI elements in the Line Details dialog box
- Unassigned Qty.: The quantity of stock items that have no lot or serial numbers assigned.
- Quantity to Generate: The quantity of stock items for which lot or serial numbers will be generated. The system automatically inserts the value copied from the Actual Quantity column in the stock item's detail line on the Details tab. The user can edit this value. If the user specifies a smaller number than the actual quantity, the system generates the specified number of lot or serial numbers. When the user opens the dialog box again to generate lot or serial numbers for the remaining stock items, the system displays the actual quantity minus the number of items for which lot or serial numbers have already been generated.
For stock items whose lot or serial class settings require auto-generation of the lot or serial number, the Unassigned Qty. and Quantity to Generate boxes contain 0 by default. This is because the lot or serial numbers are automatically generated by the system when the appointment is saved. - Start Lot/Serial Number: The alphanumeric value to be used as a start number for the lot or serial numbers. The system uses the value specified in the stock item's settings.
- Generate: A button that initiates the process of generating lot or serial numbers. When a user clicks this button, the system generates lot or serial numbers for the specified quantity of stock items, and lists them in the Lot/Serial Nbr. column, as shown in the following screenshot.
Figure 3. The generated serial numbers
Attention: For stock items with the When Used assignment method, lot or serial numbers cannot be generated and assigned in service orders on the Service Orders (FS300100) form. Additionally, the serial or lot numbers for stock items with the When Used assignment method generated in appointments on the Appointments form are not copied to related service orders.
Important: The described functionality is not available in the MYOB mobile app.