Handling PO Receipts and Returns for Serial Tracked Items

This topic describes how to handle PO receipts and returns for serial tracked items.

These types of purchase order receipt or return of serialized items are handled through the Purchase Order Receiving form's Serial Numbers tab:

  • Positive Receipt: When the DR Return field is not selected and the Qty Received is greater than 0, use the Generate button and the S/N Prefix to generate a quantity of new serial numbers equal to the Generate Qty value.
  • Negative Receipt: When the DR Return field is not selected and the Qty Received is less than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "I" in inventory, equal to the Generate Qty value, using any specified filter criteria.
  • Debit Return: When the DR Return field is selected and Qty Received is greater than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "O" in inventory, equal to the Generate Qty value, using any specified filter criteria.
  • Negative Debit Return: When the DR Return field is selected and Qty Received is less than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "I" in inventory, equal to the Generate Qty value, using any specified filter criteria.