Enhance Lot Allocation in the Order Entry Module screens by adding extra columns

By | July 31, 2023

Customizing the Lot allocation screen in Sage 300 to include additional columns that provide more details about specific lot numbers is a great initiative. This customization can greatly enhance the usability and data reporting capabilities of the system. By adding extra columns, you can capture and store relevant information about the lot numbers, making it easier for users to track and analyse data related to the lots. The extra details provided by the custom columns can facilitate better data analysis and decision-making.

New Stuff: Utility for Exporting Transfer Details

This customization is done in Order entry Module on below screens:
1. OE Shipment Entry
2. Credit/Debit Note Entry

When users perform lot allocations in these screens, they will see the additional columns that are added, which can be populated with relevant data. This customization is done in existing functionality without modifying the core system.

Design for Lot Number Allocation Screen on OE Shipment screen
Fig1:UI Design for Lot Number Allocation Screen on OE Shipment screen

Following new columns are added in Lot Number Allocation screen of the Order Entry Module.

  • Batch No
  • MRP
  • Customer
  • Comments
UI Design for Lot Number Allocation Screen of OE Credit/Debit screen
Fig2:UI Design for Lot Number Allocation Screen of OE Credit/Debit screen

The user cannot edit data in the said fields to maintain the authenticity of data input in PO module. But this can be altered based on requirements. Additionally, the lot information is stored in the Lot master screen. Since the information is stored in the backend, it becomes accessible for custom reporting purposes. Users can generate reports specific to their business needs, including the new lot details.

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