Lot/serial classes (IN207000)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

This window is only displayed if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000).
If this functionality is not enabled, the DEFAULT lot and serial class is automatically assigned to all item classes and individual stock items.

You can use this window to define the lot/serial classes.

A lot/serial class is used to group stock items with lot or serial numbers and to provide default settings for new items of the class.
In this window, you can browse through the existing lot/serial classes and modify their properties, add new classes, and delete unused unpopulated classes from the system.

For details on configuring lot and serial numbers, see: About lot and serial numbers.
For information about using these numbers, see: About lot and serial number tracking.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

In this area, you can enter basic information about a new lot/serial class and view information about an existing class.

Element Description
Class ID The unique ID of the lot/serial class. You can use up to 10 characters, both numbers and letters.
Description A brief description of the lot/serial class.
Tracking method The tracking method for the inventory lot/serial class. Select one of the following options:
  • Not tracked
    No tracking of the lot numbers or serial numbers for items of the class will be performed.
  • Track lot numbers
    Tracking of the lot numbers for items of the inventory lot/serial class will be performed.
  • Track serial numbers
    Tracking of the serial numbers for items of the inventory lot/serial class will be performed.
Track expiration date

This check box indicates (if selected) that the system will track the expiration date for stock items of this lot/serial class.

This option is not used for classes with Not tracked selected as their tracking method.
Required for drop-ship

This check box indicates (if selected) that the stock items of this lot/serial class are required for drop-ship.
Assignment method The method of assigning lot or serial numbers to the items. Select one of the following options:
  • When received - Assigns these numbers to the items when the items are received
  • When used - Assigns these numbers to the items when the items are used
Issue method The method used to issue the items of this lot/serial class, which is not applicable for items of the class for which the Not tracked tracking method is selected.
You can select one of the following issue methods:
  • FIFO
    A first-in-first-out (FIFO) issue method
  • LIFO
    A last-in-first-out (LIFO) issue method
  • Sequential
    A sequential issue method
  • Expiration
    An issue method based on the expiration date; to use this method, select the Track expiration date check box for this class
  • User defined
    A custom, user-defined issue method
Share the auto-increment value between all class items

This check box lets you use (if selected) the same auto-increment value for all stock items in the lot/serial class.

If it is cleared, for each item, an individual auto-increment value may be set in theStock items (IN202500) window; if such a number is not set, the initial value for each item will be 0000 by default.
Automatic incremental value For a newly created class, the initial value to be used for generating new values (incremented by 1) in the lot/serial number segment that has the Automatic incremental value option selected in the Type column on this window. The value will change as follows:
  • If the Share the auto-increment value between all class items option is selected, the value will be incremented each time a new lot of any item of the class is received.
  • If this option is not selected for the class, the box will be blank.
    For different items of the class, individual auto-increment values will be used as follows:
    • If for an item of the class, the initial auto-increment value is specified in theStock items (IN202500) window, that value will be used for the lot segment.
    • If for an item of the class the initial auto-increment value is not specified in theStock items (IN202500) window, the default value 0000 will be used as the initial auto-increment value.
Automatically generate next number

This check box indicates (if selected) that the system will automatically generate the next number for items of the class with an auto-increment segment.

If the check box is not selected, users should manually enter serial numbers.
Max. auto-generate number

The maximum number of serial numbers that can be generated at once for items of this lot/serial class.

If a larger quantity of the item is specified on a document, you will get an error message telling you that you have more than enough quantity, and because of that there will be unassigned numbers. You need to enter a new line for the exceeding quantity.

You can initiate assignment of serial numbers for unassigned quantity of the item manually.

You can specify the structure of the lot/serial numbers in this table.
Each row describes a segment of the lot/serial numbers to be used for items of the class.

Column Description
Segment number The segment number of a lot or serial number, which is assigned automatically by the system.
Type The type of segment value to be used for this segment. You can use one of the following options:
  • Automatic incremental value
    Generates incremented values for the segment using as the initial value either the Auto-incremental value for this class or the value specific to the stock item if the Share the auto-increment value between all class items check box is not selected.
    This option can be selected for only one of the segments.
  • Constant
    Uses a constant in the number segment.
  • Day
    Uses the day (from the date when the lot or serial number is generated) in the segment.
  • Month
    Uses the two-digit month (from the date when the lot or serial number is generated) in the segment.
  • Month long
    Uses the month name in the lot/serial number segment.
  • Year
    Uses the two-digit year in the lot/serial number segment.
  • Year long
    Uses the four-digit year in the lot/serial number segment.
  • Custom date format
    Uses the date in the custom date format in the segment.
Value The specific value to be used in the lot/serial number segment. Enter the value in this column taking into account the type of the value:
  • For the Constant type, specify a constant to be used as the segment value.
  • For the Custom date format type, specify a date format (yyMM, ddMM, or yyyy-MM-dd) to be used in the segment.
Values are not required for other types of segments.

Related concepts

About lot and serial numbers

About lot and serial number tracking

Related windows

Item classes (IN201000)

Stock items (IN202500)