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Lot Number Visibility

Last post 07-18-2014 11:29 AM by Method_Greg. 3 replies.
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  • 07-17-2014 11:42 AM

    Lot Number Visibility

    Are the QBE Advanced Inventory lot numbers able to sync with MethodCRM. I have loaded the latest engine but when I export the InventoryControlBin file it is empty.

  • 07-18-2014 8:54 AM In reply to

    Re: Lot Number Visibility

    Hello,

        The lot number is stored in the SalesOrderLine and InvoiceLine table. The InventoryControlBin table is from an obsolete application in Method and is not used anymore.  The InventoryControlLocation table will store the location of the bin.  To see it in your Sales Order or Invoice screen, you will have to add the column to the item grids.

    I hope this helps,

      Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 07-18-2014 9:49 AM In reply to

    Re: Lot Number Visibility

    Thank you for your reply Greg. Correct me if I am wrong, but, in inventory control, the lot number is stored with the purchase receiving transaction. In QB the Lot number is entered on the purchase receiving transaction. The lot number is then stored with the inventory quantity on hand in a "lot layer" of quantity on had per that specific lot number. THEN when the lot number is sold on an invoice it will appear with the customer invoice. What we are looking for is a list of the lot numbers associated with the quantity on hand from receiving. Many businesses need visibility of the lot numbers at the time of Sales Order creation. The lot numbers many times contain the expiration date of the product which is crucial to the sales order process. Can you tell me where the "lot layers" are stored in MethodCRM?

  • 07-18-2014 11:29 AM In reply to

    Re: Lot Number Visibility

    Hello,

        Method does not have a table that stores the lot layers or information on lots.  It looks to be a straight sync of the lot number/name.  Unfortunately, you will need to know the lot number and layers from QuickBooks when entering the invoice from Method.

    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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