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Acumatica Lot and Serial Number Attributes
Can Acumatica track Attributes on Lot numbers and Serial numbers?
The answer is yes. Not out of the box, but with a free customization project that you can download on Github.
First, you need to download the appropriate PXLotSertialNbrAttributeExtPkg.zip file from the Releases area of the Github project:
Then load the .zip file into the Customization Projects (SM204505) screen and Publish. When you're done it should look like this:
You create Attributes in the normal Attributes (CS205000) screen in Acumatica. Then you add them to Lot/Serial classes using the ATTRIBUTES tab on the Lot/Serial Classes (IN207000) screen (this tab was added by the Customization Project).
Once you add some attributes to a Lot/Serial Class, then try receiving in an item in that Lot/Serial Class using the Purchase Receipts (PO302000) screen.
Everything looks normal until you click the ALLOCATIONS button:
When you click that button, the ALLOCATIONS window that comes up looks different. Now there is a section on the right-hand side where you can enter attribute information about the specific lot / serial number:
One issue I noticed with this though when auto numbering lots is that Acumatica doesn't assign the lot / serial number until you release the transaction. You can see the number is still LREX000000000 in the screenshot above. The problem with this is that the attributes will get assigned to lot LREX000000000 which will never actually exist in inventory so it will appear that the attributes disappear.
But if you click the GENERATE button, then Acumatica will assign the next lot / serial number (LREX000000005 in the screenshot below). Now when you assign attributes, they will "stick" because this lot number will actually exist in inventory:
Bottom line, when auto numbering lots or serial numbers, make sure you always click the GENERATE button before assigning any attribute information.
Lastly, note that there is also a screen called Item Lot/Serial # Info (IN202501) that allows you to assign or edit lot/serial attributes or attach files to them after they have been received into inventory:
Nice little customization to add for couple of attributes, our JewelShop plugin uses attributes close to 80+ attributes at style/serial level and copies all data from Inventory to serial level along with images. We also have smart searches that let's you search on these serial level attributes and much more ...
Acumatica should allow customization of the attribute screen/tab, instead of showing the attributes in grid if they can introduce the concept of customizing the screen like UDF's (User defined fields) then attributes will fly, check few screenshots here https://www.info-sourcing.com/cloudERP/Acumatica-JewelShop.htm
Nice Harsha! Are you using Acumatica Attributes in this screenshot? Or are they custom fields all added to a tab that you happened to call ATTRIBUTES?
Very cool. You are the Attribute master Harsha! I remember that Sales Order screen you showed me back at Acumatica Summit 2016 in Orlando. I doubt there is anyone who has more experience than you do with tracking a bunch of Custom Fields / Attributes on a record in Acumatica.
This is a great customization and meets a requirement we have perfectly. Has anyone tried creating a generic inquiry to allow a search by serial number or an attribute value. If so, what key is used to tie the attribute in CSAnswers back to the InventoryItem? I had no success in doing this. Any suggestions would be greatly appreciated!
How do I get the UsrInventoryLotSerialContainer Attributes to show up properly on my forms (shipment confirmation, invoices, etc.)? I am having difficulty setting up the relationship in the schema builder.
Thanks in advance!!