Preassigning Serial Numbers for a Transfer Order

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

Note:  In order to preassign serial numbers for a transfer order, the item must be serial tracked in the "To" site and not serial tracked in the "From" site.
  1. On the Items form, specify that the item to be used in the transfer order 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 transfer order using the Transfer Orders form. (The Preassign feature is not available on the Transfer Orders Quick Entry form.)
  4. On the Transfer Order Lines 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.
    • Creating preassigned serial numbers is only permitted at the "To" site.
    • Preassigned serial numbers are allowed for transfer orders only when one of these conditions is true:
      • The Use Existing Serials flag on the Inventory Parameters form is not selected, or
      • The "from" site is not serial-tracking an item and the "to" site is serial-tracking an item.
  5. On the Transfer Order Lines form, select the Serials tab. The amount of serial numbers to generate displays automatically, based upon the Qty Ordered for the transfer 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 transfer order.
  8. Save the transfer order line record.

Use this chart to understand when the Preassign Serials fields are enabled, and how the default value is set:

From Site To Site Preassigned Serials Check Box
Use Existing Serials? Serial Tracked? Serial Tracked? Preassigned? Ship Qty Enabled? Value
Yes -- -- -- -- No Not Selected
No Yes -- -- -- No Not Selected
No No Yes No No Yes Not Selected
No No Yes No < > 0 No Not Selected
No No Yes Yes -- No Selected
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