Serialized item on hand but not available.

SOLVED

I am trying to assign a serial number that shows it is on hand, but when I try to assign it to the sales order, it is not available?  How do I correct this?  Sage 100 v.2017 v 5.40.1.0

Any suggestions on how to correct this would be appreciated.

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  • 0 in reply to TomTarget

    DO NOT try this method if you have open invoice batches or serial numbers committed on sales orders. Inventory will not be correctly relieved from inventory.

  • 0 in reply to BigLouie

    Good thought BL.   I just checked this out in the knowledgebase and confirmed what you said.  They say that "if lot/serial numbers are NOT committed to any unposted data entry" you can use the rebuild sort files in IM.

    The odd part is that the prompt in rebuild sort files says "Do you want to RECALCULATE committed lot/serial quantities?"  That seems to contradict what they say in the KB article?

  • 0 in reply to TomTarget

    I'm going to have to test that.  We use Rebuild on IM regularly at a couple clients with repeated issues in committed lot quantities, and haven't had issues with bad transactions being posted.

  • 0 in reply to Kevin M

    Did you test to confirm it can issues?

    We just ran into this issue, which looks like it was caused by cancelling a shipping invoice after assigning a lot number.  We've not had this happen before, so not sure what the real cause is - but is there a proper way to cancel an invoice with lot numbers assigned so that this issue will not occur?  Thanks.

  • 0 in reply to JHsu

    If the invoice tier data is orphaned (meaning the associated invoice header is not there), you have to clean that up manually.

    If you have a repeatable pattern for causing this issue, report to Sage for potential programming fix.

  • 0 in reply to Kevin M

    Thank you.  So just deleting an unposted invoice with assigned lot numbers is not the root cause, there may be a programming cause?  In other words, there is no particular procedure for deleting an invoice, such as unassigning lot number or changing to 0 qty fulfilled prior to deleting?

  • 0 in reply to JHsu

    Removing line data prior to deleting invoices should not be necessary, but sometimes the tier data is not cleared up. Often we are called in afterwards to clean things up, with no knowledge of how the problem was caused.

    If you have a pattern of actions (eg. deleting at the batch level, with allocated serialized tiers) that causes the problem, Sage may be able to fix it... but without a reproducible pattern, a program adjustment would not be possible.