Adding New Serial Numbers

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

  1. Enter the item number, quantity, and any other required information (such as location). The Serial Numbers tab is then activated, indicating the item is serial-tracked.
  2. On the Serial Numbers tab, the target quantity and generate quantity 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.
  3. 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.
    • Generate a range of serial numbers by clicking Generate. The system starts the generated serial number list by using the next sequential 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.)
    • Use a combination of generated and manually created serial numbers.
  4. 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.
  5. When you process the transaction, the selected serial numbers are included with the transaction.
  6. To specify other information about a new serial number, use the Serial Numbers form.
Related topics