Sunday, March 31, 2019

Location Quantity and Available Serial Numbers Do Not Match and Lot Tracking is Not Enabled.

Location Quantity and Available Serial Numbers Do Not Match and Lot Tracking is Not Enabled.


Negative Serial Number Search if Lot Tracking is not enabled.

Below are the steps to create a Transaction Saved Search to find the negative Serial Numbers.

1. Navigate to Reports > Saved Searches > All Saved Searches > Transaction.
2. In Criteria > Standard > Filter:
                a. Add Item Fields... and in the popup choose Costing Method. In the new popup select Serialized.
                b. Add Account and in the popup choose the Asset Account of the Item
                c. Add Posting and in the popup choose Yes
                d. Add Item and in the popup enter the Item Name/s
                e. Add Location and in the popup choose the appropriate Location
                f. Add Transaction Serial/Lot Number and in the popup set it to not empty
3. In Criteria > Summary:
                a. Set Summary Type to Sum
                b. Add Transaction Serial/Lot Number Quantity in the Field column
                c. Set Description to less than 0
4. In Results > Columns > Field:
                a. Add Type, Date, Number, Item
                b. Add Transaction Serial/Lot Number and set Summary Type is Group
                c. Add Transaction Serial/Lot Number Quantitiy and set Summary Type as Sum
5. Rename the Saved Search and click Save & Run.

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