Adding Attribute Support to Lot/Serial Number

🚫 This repository has been archived

See https://github.com/Acumatica/Acumatica-LotSerialNbrAttribute-2023R1-ONWARD instead which has below enhancements:

• Custom table UsrInventoryLotSerialContainer is no longer needed. Out-of-box NoteID support for INItemLotSerial table.
• Lot/Serial listing screen (Via Generic Inquiry).
• Numeric type (Integer and Decimal) support for Attributes.
• Support for Manufacturing Module
  • Lot/Serial Attributes can be assigned from Manufacturing Module - Move Transaction (AM302000) Screen
  • Search and allocate Lot/Serial Number by attribute value/s in Manufacturing Module - Material (AM300000) Screen
• Custom Web Services Endpoint exposing Lot/Serial Screen (IN202501) is added to assign attributes via REST API

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Acumatica ERP lets you define attributes for flexible, meaningful classification of an Entity (Lead, Stock/Non-Stock Items Etc.) as required for your company's specific needs. An attribute is a property that enables you to specify additional information for Entity in the system.

This extension allows to add attribute support to Lot/Serial Number so that each Lot/Serial Number's unique characteristic (Example – color variation, stone pattern etc. in case of Granite Slab) can be tracked. With this extension, you can:

• Define attributes to be tracked for each Lot/Serial class
• Assign attribute values while receiving items via Allocations dialog in Purchase Receipt and Inventory Receipt screens
• Assign attribute values and image for individual Lot/Serial Number
• Bulk assignment of attribute values via Import Scenario
• Search and allocate Lot/Serial Number by attribute value/s in Sales Order screen

Prerequisites

• Acumatica 2017 R2 (17.209.0028 or higher)
• Acumatica 2018 R1 (18.102.0048 or higher)
• Acumatica 2018 R2 (18.200.0075 or higher)
• Acumatica 2019 R1 (19.093.0107 or higher)
• Acumatica 2019 R2
• Acumatica 2020 R1 (20.103.0019 or higher)
• Acumatica 2020 R2 (20.200.0077 or higher)

Quick Start

Installation

Install customization deployment package

1. Download PXLotSertialNbrAttributeExtPkg.zip from releases tab.
2. In your Acumatica ERP instance, navigate to System -> Customization -> Customization Projects (SM204505), import PXLotSertialNbrAttributeExtPkg.zip as a customization project
3. Publish customization project.

Usage

1. Go to Attributes Screen (CS205000) and create new attributes if you need to.

2. Navigate to Lot/Serial classes Screen (IN207000) and select the class for which you need to specify list of Attributes.

3. Navigate to Stock Item Screen (IN202500) and create a new Stock Item having Lot/Serial class created in Step # 2.

4. Create Purchase Order (PO301000) for Stock Item created in Step # 3. And move forward with creating Purchase Receipt (PO302000) for this Purchase Order.

5. Click on Allocations button, you should be able to see Attributes specified in Step # 2 and can specify value for them.

6. Apply Attribute from First button copies attribute values specified for very first Lot/Serial Number and applies to rest of the Lot/Serial Number displayed in the dialog. One can specify value for each individual Lot/Serial Number as well.

7. Attribute value can be assigned for Lot/Serial Number while receiving inventory via IN Receipt Screen (IN301000) similarly via Allocations dialog.

8. Attribute values and image can be assigned to Lot/Serial Number/s via custom Item Lot/Serial # Info screen (IN202501) as well.

9. Attribute values can be imported via Import Lot/Serial Attributes custom import scenario available via customization package.

10. Item Lot/Serial Search option can be utilized to search Lot/Serial Number by attribute value and allocate in Sales Order Entry screen (SO301000). Columns for Attribute/s will be dynamically added/removed based on specified Lot/Serial class value.

Known Issues

None at the moment

Copyright and License

Copyright © 2018 Acumatica

This component is licensed under the MIT License, a copy of which is available online here