Ideas for Acumatica

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Attributes at the lot / serial number level

Target Audience: distribution companies which manage high value items with specific characteristics. 

Impacted Areas: Purchase receipts, shipments, and sales orders (could be others). A new screen which exposes lot/serial numbers along with custom defined fields is often requested for importing data.

Sample Workflow: Distribution company receives lot/serialized items which have specific attributes. These attributes impact which serial or lot number can be sold on a sales order. The sales person would like to be able to find all widgets which can fit in a specific tolerance or have a specific feature.

Other notes: (1) This is difficult to implement properly as a customization because you need to touch purchase receipts, shipments, sales orders, and build a custom screen for modifying values. (2) Workaround is to enter a new inventory IDs for each serial numbered items - but this is not practical when there is a large number of attributes or attribute values.

  • Douglas Johnson
  • Jun 1 2017
  • Planned
  • Attach files
  • Casey Hoke commented
    10 Mar 23:59

    This would be a great feature for us as well

  • Jasminn Bradford commented
    July 25, 2019 11:59

    I believe we use subitems in Acumatica to take care of different characteristics of our inventory. You can have up to 5 different categories. For example you have a widget, in the sub-items you can have categories like, size, packaging, origin, etc. So your product code would be Widget - Sub-items would state: 5lbs-Pallets-USA. This has worked great for us and it shows up on all items.

  • Angelo Pickard commented
    March 26, 2019 23:45

    Is there any indication when this is going to be released (the official feature) as we also need it for 2 of our clients

  • Casey Lawrence commented
    March 25, 2019 19:20

    This would be very helpful. We have run into this requirements with some of our prospects and customers. 

  • Jasminn Bradford commented
    February 16, 2019 00:06

    We use sub items for this feature 

  • Tim Rodman commented
    October 15, 2018 21:52

    Check the Github page. It says that it works on 2018 R2. I actually just installed it on 2018 R2 and it seems to be working fine so far.

  • Mike Scott commented
    October 12, 2018 16:42

    Douglas Johnson - Is there a version that works on 2018 R2?

  • Douglas Johnson commented
    June 12, 2018 02:35

    A customization was published on GitHub:

    This customization allows you to specify attributes by lot/serial class, assign them when items are received, modify attributes using an import scenario or an inventory screen, view attributes and pick the appropriate one on asales order.

  • Matt Winship commented
    May 15, 2018 19:43

    Angela did you ever get a response on when this would be available?  I have a deal that is needing this exact functionality as well.

  • Angela Mills commented
    March 29, 2018 18:18

    Just noticed this was switch to planned. Can you please let us know which Release this is planned for.  We have a client that needs it very soon. thanks

  • Harsha Sarjapur commented
    September 01, 2017 14:12

    We are in midst of developing attributes for serialized inventory at Purchase and Inventory receipts screen and also has capability to search across attributes we can certainly do this as a customization package until we release an extension/plugin. If your interested reach out to me 

  • Emily Thaw commented
    August 07, 2017 04:28

    I have a client who wants to track the inventory balance with Vessel Name which will included in Lot number. 

  • Douglas Johnson commented
    August 03, 2017 18:17

    Prospect distributes pipe ... wants to record a 'heat number' on each serialized item. Also have the need to cut the pipe and maintain the same heat number on the remaining piece.

  • Scott Gaspar commented
    July 31, 2017 20:21

    I have a customer who also needs this.

  • Guest commented
    July 17, 2017 20:04

    The ability to edit the attributes as well and allocate by attribute

    Example: a Ready Date for a wholesale plant nursery

  • Rick Feterick commented
    July 15, 2017 19:32

    We have one prospect that absolutely needs it and others that could use it.

  • Yuri Dorovskikh commented
    June 30, 2017 22:13

    Our instance has specific customization for that feature. I would love to see attributes on the lot/serial IDs being implemented in vanilla Acumatica with every screen changed. 

  • Douglas Johnson commented
    June 20, 2017 20:19

    A cannabis prospect also requires this. They need to track attributes such as the level of THC from receipt to sale at the lot level.

  • Daryl Ziegelman commented
    June 13, 2017 23:22

    Attributes are a key feature of Acumatica but when an item has attributes at the serial number, having different parts is not practical.  for instance, I want to order more of a product, I just want to order 15 more.  They may come with different colors and sizes but I have this one part that is the master and that is what is important.  We would use this several different industries if it was capable.  Handy at the lot as well.

  • Joe Davidson commented
    June 13, 2017 22:00

    We have a large opportunity that absolutely need this fucntionality

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