How To Set Up Lot Code and Serial Code Formats

Setup & Configuration - Serial Codes

• Go to Admin -> Config Settings -> Serial # Format
• There you will see a field called "Default Serial Format".
Input your serial format using any series of "keywords" to properly mask the serial; you can also insert other characters (dots, dashes, etc.) to separate the keywords inside the serial number; any such character will be "static" and remain unmodified through the mask. </li>
• Available keywords include:
  • DATECODE (order date code specified on Serials page of an order)
  • LOTCODE (order lot code specified on Serials page of an order)
  • SEQUENCE (incrementing sequence number specified on Serials page of an order. This keyword may be further modified with parenthesis and a number to specify digits, e.g. SEQUENCE(4) will yield four zeros.)
  • PARTNUM (part number from the order, excluding prc)
  • PRCPART (part number from the order, including prc)
  • ORDERNUM (order number)
  • ORDERLINE (order line number)
  • SERIAL_NUM_1 (incrementing number. Can be modified with parenthesis and a number to specify digits, e.g. SERIAL_NUM_1(4) will yield four zeros as the numbering format)
  • SERIAL_NUM_2 (incrementing number. Can be modified with parenthesis and a number to specify digits, e.g. SERIAL_NUM_2(4) will yield four zeros as the numbering format)
• Click Update to register the serial masking format in the system to apply to any *new* orders created from that point on.

Setup & Configuration - Lot Codes

• Go to Admin -> Config Settings -> Config Settings
• Input "lot_code_scheme" in the Name field and click Submit to search
• Type in any keywords to mask and auto-generate the lot code; any keyword listed above may apply, with exception of LOTCODE itself.j
• Click "Set" to register the lot code masking in the system to apply to any *new* orders created from that point on.

Use of Lot Codes and Serial Numbers

• Create a new work order
• Lot code will apply automatically to all work orders created; review in Work Order View >> Serials. Lot code may be overridden manually.
• Serials will generate upon clicking "issue serials" on the Serials page of any work order; they will generate per the masking setup above. Serial numbers may be overridden manually if desired as they are issued.