Product Extended Serial Number Setup field descriptions

Fields are presented in alphabetical order within each section.

Drill down into the product record. These sections are shown:

Serial

Bin Location

One bin location is allowed for each serial number. It may not match the bin location specified on the Product Warehouse Products Setup record. To use the bin locations, specify a character in each position. For example:

01/01/001/001
11/11/111/111
11/ / /
01/12/ /
00/00/000/123
00/00/010/001

The bin locations are printed on all pick tickets and physical count sheets to assist you in finding the products.

Comment

A user-defined field. Used to further define a serial number or give specific details (for example, color, demo usage).

Stage

Initially the stage entered may be available, although you may have a product which is currently unavailable. When the serial number is allocated on a warehouse transfer or invoice processed on a sales order, the stage is changed to Sold. A serial number is retired if a Return Out (RO) transaction is entered in Purchase Order Entry or a stock adjustment is made in Product Adjustment Entry.

The direct order stage is set when the serial number records are created during Purchase Receipt of Inventory Entry or Transfer Receipt of Inventory Entry and the purchase order was a direct order. This indicates you do not actually have the product in your warehouse, but the product with this serial number was directly shipped to one of your customers. All inquiries throughout the system do not display serial numbers with a Direct Order stage.

If you specify a stage of Unavailable, you must select the Unavailable Reason code.

Leave this field blank if the stage is not used.

Reservation

Line #: The Sales Order Entry line number of the serialized product is updated to this field by Sales Entry Processing Invoice Processing.
Order #: The actual order number or transfer number to which this serial number is allocated. It is updated during Sales Shipping Feedback Entry, KP Work Order Center Entry, or Transfer Entry.
Order Type: The order type can indicate the serial number is reserved from Sales, Purchase, Transfer, Product, Kit Production, or blank. During KP Work Order Center Entry, while the serial number is being assigned, the Order Type is Work Order and the Order # field displays the work order to which it is being assigned. After updating, the fields are blank.
Reserved: The date the serial number was received into your system. The receipt date is updated during Purchase Receipt of Inventory Entry or Transfer Receipt of Inventory Entry.
Seq #: The serial number. Generally, you are not required to create serial number records. They are automatically created in Purchase Receipt of Inventory Entry or Transfer Receipt of Inventory Entry. If a serial record currently exists in Product Extended Serial Number Setup, it is displayed during Sales Order Entry or Sales Shipping Feedback Entry. If it does not exist, you must create it.

Purchase

Cost

The actual cost charged to you by your vendor or through a transfer for the product. Vendor Invoice Center Entry-PO Costing and Purchase Receipt of Inventory Entry automatically update this field. Transfer Receipt of Inventory Entry updates this field for new records that are created for the receiving warehouse. The cost that was specified in Transfer Entry is used to update this field.

If the operator does not have security to view costs, this field does not appear.

Floor Plan Paid

If serialized products are to be accepted for payment, this option is selected.

Receipt

The date the serial number was received into your system. The receipt date is updated during Purchase Receipt of Inventory Entry or Transfer Receipt of Inventory Entry.

Vendor #

Updated during Purchase Receipt of Inventory Entry. The vendor name is displayed next to the Receipt date field.

Note: If notes exist for this vendor, they are displayed in the Notes context application.

Warehouse From

The standard default for this field is the global warehouse. The warehouse must exist in Product Warehouse Description Setup.

Sale

Customer #

The customer number to whom the serialized product was sold. The customer's name is displayed next to the Invoice date field. The customer number is updated during Sales Entry Invoice Processing Report. You usually do not manually specify anything in this field.

Note: If notes exist for this customer, they are displayed in the Notes context application.

Invoice

The date the order that contains this serial number is processed through Sales Entry Invoice Processing Report or Transfer Shipping Feedback Entry.

When a serial item is returned, the invoice date is updated with the RM date.

Invoice #

The invoice the serialized product was billed on. Updated during Sales Entry Invoice Processing Report.

When a serial item is returned, the Invoice # is updated with the RM Invoice #.

Line #

The sales order line number of the serialized product is updated to this field by Sales Entry Invoice Processing Report.

Price

The actual price charged to the customer for this serialized product. Sales Entry Processing Invoice Processing updates this field when the order has been fully processed.

Ship To

The ship-to location for the customer to whom you sold the serialized item. Updated during Sales Entry Processing Invoice Processing.

Warehouse To

If a serialized product was transferred out on a warehouse transfer, this field represents the warehouse this item was transferred to. Updated in Transfer Shipping Feedback Entry.

Warranty Expiration

Updated when the sales order is invoiced, if the product is under warranty. Warranties are useful for serialized products.

The Length of Warranty value is set in Product Setup-Pricing-Extended. The Warranty Expiration date is calculated based on the length of warranty and warranty period from the product record in combination with the posting date specified during invoice processing. The actual number of days in the month are used to determine the warranty expiration date. If the posting date is a month-end date, the expiration date is the ending date for the month in which the warranty expires. For example, an invoice posted on 31 July, 2018, with an 11 month warranty expires on 30 June, 2019. Leap years are also considered when the expiration date is calculated.