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Active Member

Changing from serial to lot numbers

I get an error when I try to switch from serial inventory to Lot inventory. The error reads " Some transactions have multiple serial numbers on a single line, but you can have only 1 lot number per transaction line. You must delete all but 1 serial number from each line before QuickBooks can switch to lot numbers". 

 

I attempted to find all the transactions and deleted the serial numbers, but when I query the database for purchases and invoices through advanced reporting, it still see the multiple serial numbers on that transaction line.  

 

Where do I look and what do I need to do to clear the multiple serial numbers.

8 Comments
QuickBooks Team

Re: Changing from serial to lot numbers

Hi there, @RichJ.

 

Thanks for sharing what you've done so far to fix the error you're getting when changing from Serial to Lot Numbers. I'm here to help sort this out.

 

Since you already tried to find all the transactions and deleted the serial numbers, let's double-check if there are still other transactions that have multiple serial numbers. To do this, let's go ahead and pull up the Transaction Detail by Account.

 

Here's how:

 

1. Go to Reports menu at the top.
2. Select Account & Taxes on the drop-down, then Transaction Detail by Account.
3. Click Customize Report on the upper left.
4. On the Columns search box, type Serial Number then put a check mark.
5. Click OK.
6. Make sure to select All on the Dates drop-down, then look for the transactions that have multiple serial numbers.
7. Double click the transactions one-by-one to edit.

 

Once done, go back to the Preferences menu to change from Serial to Lot numbers.

 

Here's how:

 

1. Go to Edit menu at the top.
2. Select Preferences on the drop-down.
3. Choose Items & Inventory on the left panel.
4. Click the Company Preferences tab, then select Advanced Inventory Settings.
5. On the Serial/Lot Numbers tab, put a check mark on Enable Lot or Serial Numbers.
6. Choose Lot Numbers, then click OK.

 

That should get you fixed right up! But if you're still receiving the same error message, please let me know so we can try other steps to get this working for you. I want to make sure that this is fixed.

Experienced Member

Re: Changing from serial to lot numbers

I have received the same error when attempting to change from serial numbers to lot numbers.  I have run the transaction report and it comes up with no serial numbers (all have been deleted), I am still receiving the same error.  Do you have any other suggestions?

Senior Explorer *

Re: Changing from serial to lot numbers

I am having the same issue. I have verified that the Transaction Detail reports does not have any transactions with multiple serial numbers. I still can't change to lots.

QuickBooks Team

Re: Changing from serial to lot numbers

Thanks for joining the thread, @jerrym. I'd like to make sure your concern will be taken cared of immediately. 

 

Since you have already verified that the Transaction Detail report doesn't have any transactions with multiple serial numbers, I'd suggest you contact us. Our Customer Care team can pull up your account and conduct a screen sharing session to review your data and help you further in changing the serial numbers to lots. 

 

Message us again if you need help with anything else about QuickBooks. We're always here to help. Take care!
 

Senior Explorer *

Re: Changing from serial to lot numbers

Support couldn't find the issue. We did a screen share, file rebuild, etc. They verified that all transactions only had 1 serial number. I upgraded to R9 also. Nothing helped.
Moderator

Re: Changing from serial to lot numbers

Thanks for getting back to us, jerrym.

 

I have additional troubleshooting steps that usually resolves this.

 

Let's find any adjustments associated with multiple serial numbers. Follow these steps to pull up the Custom Transaction Detail report:

  1. Go to Reports.
  2. Hover your mouse to Custom Reports and select Transaction Detail.
  3. In the Display tab, set the date to All.
  4. From the Filters tab, search for Transaction Type.
  5. From the Transaction Type drop down, choose Inventory Adjustment.
  6. Click on OK.

For your visual reference, I've attached some screenshots.1.PNG

 

2.PNG

 

3.PNG

 

4.PNG

Then, click on each inventory adjustment and make some changes. But before you do so, I recommend you reaching out to your accountant.

 

The following article will walk you through activating the Lot Number feature in QuickBooks Desktop: Use Serial or Lot Numbers.

 

Please let me know how it goes by leaving a comment below. I'll keep an eye to your response and help you further. 

Senior Explorer *

Re: Changing from serial to lot numbers

I tried to lookup adjustments already, so did the support rep. We looked at all transactions that had serial numbers. This is a test file (modified QB sample) that I am using to setup inventory reports. I could upload a backup if someone wants to look into it.
Moderator

Re: Changing from serial to lot numbers

Hello, @jerrym.

 

I really want to help you locate the transactions with serial numbers, however, the only way to do this is to go through each transactions using the reports provided by my colleague. 

 

I'd suggest reaching out to our Desktop Specialist again and provide them with your case number. This way, they can look into this thoroughly and escalate the issue if needed.

 

I'm sure this will be taken care of. For other related articles, you may need in the future, you can visit our site for help: Articles for QuickBooks Desktop.

 

Please keep me posted how the call went. I'll be on the lookout for your reply and help if you need anything else.