To set up serialized items

Prerequisites

To enable the allocation of serial numbers to items, you must define an item as a serialized item. You can define every type of item defined in LN as a serialized item.

Note, however, that to define an item as a serialized item, the inventory unit defined for the item multiplied by the item's rounding factor must be a full integer, such as 1.0. This is because serial numbers are only allocated to individual items, not fractions thereof. You can define units and rounding factors in the Units (tcmcs0101m000) session.

Step 1. Define serialized item
  • To define an item as a serialized item for all LN packages, you must select the Serialized check box in the Items - Defaults (tcibd0102m000) session.
  • Serialized in Warehousing
    To use serialized items in Warehousing, you must also select the Serialized Items in Use check box in the Warehouse Master Data Parameters (whwmd0500m000) details session.
  • Serialized in Service
    To define an item as serialized in Service, you must define item data in the Serialized Items (tscfg2100m000) session and the Items - Service (tsmdm2100m000) session.
Step 2. Define mask

LN generates serial numbers according to a mask. See Defining a mask for information on how you can define masks for serial numbers and link the masks to:

If no specific mask can be found, LN uses the company's default mask.

If the mask includes a Infor LN Field segment that reflects the contents of an LN field, the mask is only generated correctly if the following conditions are both true:

  • The field belongs to the package in which the serial number is generated.
  • The field has a value.
Step 3. Select scenario for serialized item

The selected scenario determines whether serialized items are individually stored in inventory identified by their serial number. For further information on low volume and high volume scenarios, see Serialized items in Warehousing.

To select the low volume scenario, in the Item - Warehousing (whwmd4100s000) session, select the Serials in Inventory check box. Clear this check box if the high volume scenario is required.

Note that if the Serials in Inventory check box is unavailable, make sure the Direct Proc Wh Order Line check box in the Items - Production (tiipd0101m000) session is cleared.

Step 4. Select additional tracking

To track the orders by means of which serialized items were received or issued, in the Item - Warehousing (whwmd4100s000) session, select the Serial Tracking check box. This setting applies to both the high volume and the low volume scenario. However, for the high volume scenario, to view orders for which serialized items are received, you must also select the Serial Number Entry During Receipt check box.

Step 5. HIGH VOLUME SCENARIO ONLY: serial registration options

For the high volume scenario, in the Item - Warehousing (whwmd4100s000) session, the following parameters are available to enable the registration of serial numbers:

If serial registration is enabled, the registration is mandatory.

In the Warehousing Order Types (whinh0110m000) session, select the Generate Serials Automatically check box if you want serial numbers to be automatically generated for warehouse receipts and transfers.

The Register Serial Issue During As Built, Register Serial Issue in Service & Maintenance, and the Register Lot Issue During As Built parameter overrule the lot and serial registration templates that you define. For more information, refer to Lot and serial registration templates and How to define lot and serial registration templates.

If you selected Yes for the Register Serial Issue During As Built and/or the Register Serial Issue in Service & Maintenance fields, you must register serial numbers for warehouse issues of origins other than JSC Production. For an overview of what these settings accomplish, see Overview of the high volume serial registration settings.

Note that serial number registration is mandatory for warehouse issues unless otherwise specified by these parameters:

Step 6. Specify settings in Manufacturing

For details on the available settings in Manufacturing, see Serialized items in Manufacturing.

Converting items

You can convert non-serialized items and low volume serialized items that fulfil particular criteria to high volume serialized items. For further information, see To convert items to high volume serialized items and The impact of serialized item conversion.

Performance aspects

Using serialized items and lot controlled items results in data growth, which may affect system performance. For more information, refer to Using lots and serials.