Serial number assignment for Direct Order purchase orders

The serial numbers can be entered manually in Vendor Invoice Center Entry, or received on an EDI 810 Invoice document.

See the Infor CloudSuite Distribution Setup and Administration Guide for EDI.

You can only access the Serial Number page in Vendor Invoice Center Entry for purchase order lines with serial-controlled products on unreceived DO POs. You can view, edit, and add serial numbers and comments. If records are set up in Product Extended Serial Formatting Setup, the character removal process is applied to the serial numbers.

When you use Vendor Invoice Center Entry and the Vendor Entry Group Update/Reconcile Invoices Report to perform the final update, the serial numbers are allocated if these conditions are met:

• Receive DO POs is selected.
• The product is serial-controlled.
• Require Serials on Direct POs is selected in SA Administration Options-Products-Defaults.

  Require Serials on Direct POs is only applicable when serial numbers are assigned at shipping. Serial number assignment is based on the Assign Serial # During Receiving in SA Administration Options-Products-Defaults, or the Serial Receiving field in Product Warehouse Product Setup.

If the number of serial numbers that are allocated for a PO line matches the invoice, the invoice is processed and Product Extended Serial Number Setup records are created. If the number of serial numbers that are allocated for a PO line does not match the invoice, the invoice is not processed.

The serial numbers are stored in temporary records in the APEIS database table. If Delete Records After Reconciliation in SA Administrator Options-Vendors-Receiving is selected, the temporary records are deleted after these events occur:

• The PO costing process is complete.
• The records are moved to the closed stage

If this option is not selected, you must run the Vendor Administrator Purge Inactive APEI Records Report to remove the serial number records. The APEIS records are removed when the associated APEID records are removed. The APEID records store information about purchase orders that were costed against the AP invoice.