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.