Preassigning Serial Numbers for a Purchase Order

Use these steps to preassign serials for an item in a PO:

  1. On the Items form, specify that the item to be used in the PO is S/N tracked.
  2. (Optional) If you want to use serial number prefixes for this item, click S/N Definition and define the prefix to use. Alternatively, a global prefix can be defined on the Inventory Parameters form.
  3. Create the purchase order using the Purchase Orders form.  (The Preassign feature is not available on the Purchase Orders Quick Entry form.)
  4. On the Purchase Order Lines or Purchase Order Blanket Lines/Releases form, for each line item that will use a preassigned serial, select Preassign Serials.
    Note:  If Preassign Serials is already selected by default for the item on the Items form, you cannot change it here. If this field was not selected on the Items form, and if Qty Shipped is zero, you can select it here.
  5. On the Purchase Order Lines or Purchase Order Blanket Releases form, select the Serials tab. The amount of serial numbers to generate displays automatically, based upon the Qty Ordered for the purchase order line item.
  6.  Click Generate Serial . The next sequential serials available for this item are listed. (The Generate Serial button is enabled only if the Expand S/N field is selected in the Inventory Parameters form. If the button is disabled, specify the new serial numbers in the grid.)
  7. Select the ones to use for this PO.
  8. Save the PO line/release record.
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