Assigning New Serial Numbers

When a quantity of a serial-tracked item is added to inventory through a receipt, you must assign serial numbers for each item received. This is handled on the transaction form's Serial Numbers tab.

You can optionally preassign serial numbers for a particular purchase order, transfer order, or job transaction. For more information, see Preassigning Serial Numbers.

In the transaction form, enter the item number, quantity, and any other required information (such as location). The Serial Numbers tab is activated, which indicates that the item is serial-tracked.
In the Serial Numbers tab, the Target Qty and Generate Qty default to the value of the Quantity field in the Detail tab. If necessary, change the Generate Qty. It should indicate how many serial numbers you want to generate and move to inventory.
Create new serial numbers, up to the quantity of the item. Use any of these methods:
- In the grid, enter new serial numbers. Use any prefix and field format, up to 30 characters.
- To generate a range of serial numbers, click Generate. The system starts the generated serial number list by using the next sequential serial number, and continues generating numbers until the item's quantity is reached. You can then change the generated serial numbers. (The Generate button is enabled only if the Expand S/N field is selected in the Inventory Parameters form.)
- For preassigned serial numbers, you do not need to click Generate. The grid displays all unreceived preassigned serials, and a number corresponding to the quantity being received is displayed automatically. However, you can generate new serial numbers if you want to, instead of using the preassigned ones.
- Use a combination of generated and manually created serial numbers.
In the grid, select or deselect the serial numbers to use for the transaction. If you deselect a row in the grid, it is deleted.
When you process the transaction, the selected serial numbers are included with the transaction. When the transaction status is "complete" or "closed," any preassigned numbers that are not used go back into the pool for use with another transaction if the prefix matches.
To specify other information about a new serial number, use the Serial Numbers form.

Note: To create new system serial numbers for a Vendor Ship Notice (GRN) where vendor-assigned serial numbers exist, use the Vendor Serial button instead of the Generate button. Vendor-assigned serial numbers come into the system only through EDI transactions.