If this box is checked the item must have serial
numbers recorded when processing transactions. Only items with an
Item Type of Goods can be serialized. The Inventory module must be
serialized in order for serial numbers to be used.
Serializing items is usually implemented for high value items
so as to track for warranty or service requirements. This is the highest level
of traceability and requires additional processing over non-serialized items.
Other options are to use batch references. A serial number is only used for a
quantity of one, compared to a batch number which can be used for greater
quantities.
Serialized items have the serial numbers associated to a
receipt record, and a receipt record is created when the goods are received.
Serial numbers can only be associated to actualized receipts, that is, receipts
that have been received, and not those which are anticipated. The individual
serial numbers are associated to the receipt either when receiving the items in
the Receipt Note Entry process, or when issuing the items through the Manual
Allocations process.
There are no serial number fields on transaction
lines. However, when returning items through purchase return notes,
or sales return notes, the serial number can be recorded on the
transaction line.
Serial numbers can be created automatically or
entered manually. If created automatically, the format of the serial
number can be defined using the Serial Number Format function.
To assign a serial number format to an item, use
Item Master Assign Serial Number Format.
Serial Number Reqd At Receipt
Use this field to specify whether or not a serial number is
required at the receipt stage. If you set this to
Yes, the Allocation Type on the
Inventory Allocation
tab must be set to
Automatic Allocation.
Batch Control
If selected, batch control is applied to the item. This means
that a batch number must be held against each movement of the item. A batch
number must be entered when the items are received into inventory by the stage
defined for issues or receipts.
Batch Uniformity
If this box is checked the item is subject to
batch uniformity. If so, when items are issued the entire quantity
of the sales or movement order line must be allocated from the same
batch.
Issue Batch Required
The stage by which a batch reference must be
entered in sales and receipt movements.
Receipt Batch Required
The stage by which a batch reference must be
entered in purchase and issue movements.