Product Extended Serial Number Setup overview

Product > Setup > Extended Serial Number

Function acronym: ICSES

Use this function to set up and maintain serial numbered product records.

In the grid, drill down into a product record. These sections are shown: Serial, Purchase , Reservation, Sale.

In addition to Product Extended Serial Number Setup, you can create serial number records in these functions:

  • Purchase Order or Transfer Receiving
  • Sales Order Entry or Sales Shipping Feedback Entry
  • Manually

After your serial products are set up, you rarely access the Product Extended Serial Number Setup function. Usually, you inquire on existing serial records as you are working in another function, such as Sales Order Entry.

Depending on the Assign Serial # During Receiving option in SA Administrator Options-Products-Defaults, the serial number entry can either be:

  • Entered during receiving, or
  • Tracked in relation to customer orders

Prerequisites

You must complete these setups before you can specify serial number information:

  • Product Warehouse Description Setup
  • Product Setup
  • Product Warehouse Products Setup
  • Customer Setup
  • Vendor Setup

Serial Numbers Created Automatically

If you create serial numbers in Purchase Order Entry, the entry portion of the window automatically shows all serial numbers for the product. As you choose the lines to allocate and deallocate, the Product Extended Serial Number Setup record is also changed. Likely, you will specify serial numbers during Purchase Entry Receipt of Inventory or Transfer Entry Receipt of Inventory for build-on-demand kit components. The serials are carried to the tied Purchase Order Entry line item based on the sequence number of the kit component.

Serial Numbers Created Manually

If you do not create Product Extended Serial Number Setup records during Purchase Entry Receipt of Inventory or Transfer Entry Receipt of Inventory, you must manually specify serial numbers each time you sell a serialized product. During Sales Order Entry or Sales Shipping Feedback Entry you are prompted to specify each number when you access the Serial # Entry window.

Serial Numbers Validated

As you specify each serial number, it is validated in Product Extended Serial Number Setup. If it does not exist, a new Product Extended Serial Number Setup record is created when the line item is added to the order. If serial numbers are deallocated, the Product Extended Serial Number Setup record is deleted. After a serial number is allocated to an order, the Product Extended Serial Number Setup record is updated to assign the serial number to the order. If a serialized product is returned and the original order has been invoice processed, the serial number is available for Sales Order Entry.

Special products

Special costing products are identified with the appropriate special cost unit next to the Cost field. If your SA Operator Setup record does not allow you to view costs, the Cost field is not shown.

Serialized items lend themselves to AP Floor Planning, because tracking is at the item level. You may decide to create your own serial numbers for all floor planned items.

Storeroom

When serial numbers are created in the Regrind in Receipt function in Storeroom, the serial number, bin location, and comment are saved in Product Extended Serial Number Setup.

Service Management integration

If you have integrated with Infor Service Management, you can view rental products or equipment, including serial products, or unit items, that are available or currently rented. Specify a serial rental product in the Search function. A Service Management API call is made to Service Management to verify the quantity and status of the rental product or serialized/unit rental product. In the grid, the Rented column value shows the results of the verification of the returned API call. The check box is selected if this serial/unit rental product is currently rented.

Serials from Product Extended Serial Number Setup are included in the InventoryCount BODs sent from Distribution SX.e to Service Management when the Product Maintain Balance Entry function runs. However, the Warranty Expiration date is not specified in Product Extended Serial Number Setup until that serial product/unit item is invoiced. When repair work is done for a serialized product/unit item, the warranty expiration date is checked to determine if work performed is covered under warranty. If so, labor and material rates are adjusted appropriately and warranty claims can be created and managed by Service Management.

To ensure serial product information is available in Service Management, these field values from Product Extended Serial Number Setup are included the outbound Sync.Invoice BOD: the Warranty Expiration date, when available, Vendor #, Invoice Date, and Customer #. These Sync.Invoice BOD elements can be synchronized with the serial product/unit item record in Service Management so warranty data is available. Service Management consumes the Sync.Invoice BOD and updates serialized product/unit item information in Service Management.