To despatch a batch/serial numbered item it must have an assigned batch/serial number and the number must be recorded as despatched. You choose when to assign batch and serial numbers to traceable items in the Stock settings Options tab. You can:
You can also choose to print the batch/serial numbers on the despatch note in the SOP settings Printing tab.
Note: A batch/serial number can be displayed as available when despatching goods, although it has been allocated by other Sage 200 processes. If the batch/serial number is displayed red, you must select another number from the list.
Note: If you have selected to Update the stock quantities when the invoice is posted and use the invoice date on stock history in the SOP settings Order Processing tab, the despatch date is used on the order and the printed despatch note only. The invoice date is used to record the stock and nominal postings.
If batch/serial numbers have been allocated to the order and you want to despatch different batch/serial numbers, you will need to amend the order line allocation and, then confirm the despatch of the stock items.
Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Confirm Goods Despatched.
Select the orders that are ready for despatch using the Select items to despatch options.
Click Find to locate a specific order.
Enter the amount to despatch in the Qty to Despatch column (a value greater than or equal to zero but not exceeding the Qty Required). The Qty Required is the allocated quantity.
Note: The amount must a multiple of the item's selling unit.
If you assign batch serial numbers when allocating stock, click Amend Batch/Serial to see those numbers assigned to the order line are displayed.
If you part- despatch an order line, you must amend the batch/serial numbers allocated to the order.
If you assign batch/serial numbers on despatch, the available numbers at the relevant location(s), are displayed.
Select the batch/serial numbers for despatch:
When dealing with batch/serial numbered items you can also use:
Auto select: The system selects the items for you, starting with the first item. Subsequent items are selected in the order the items are displayed, until the required quantity is satisfied.
This is not available when confirming batch/serial numbers already assigned to the order line.
Other tasks
Amend goods despatch (traceable item)
Set up despatch notes to send via email
Reference