Show TOC

Procedure documentationManaging Serial Numbers on Release Only Locate this document in the navigation structure

 

With this method of serial number management, you create or select serial numbers whenever inventory is released, that is, issued externally or internally. In SAP Business One, this is known as “serial number creation on release only”. When you issue inventory, you must create and/or select the relevant serial numbers, before you can save the relevant inventory issue documents. Therefore, defining a serial number for the item is mandatory for every inventory issue document. It is optional for other transactions such as inventory receipt documents.

Inventory issue documents are forms used to report the physical movement of items from a location, for example, a warehouse. Inventory issue documents comprise the following types:

  • Goods returns

  • A/P credit memos

  • A/R invoices

  • Deliveries

  • A/R invoice + payments

  • Returns

  • Goods issues

  • Inventory transfers

  • Issues for production

If you select the Automatic Serial Number Creation on Receipt option SAP Business One creates successive serial numbers automatically when you create inventory receipt documents and later when you create inventory issue documents you can select these numbers. This can save time when you have a large number of items to enter in the system. Alternatively, if you do not define the Automatic Serial Number Creation on Receipt option, when you create inventory issue documents you must first create the serial numbers before you add documents to the system.

The following figure shows the workflow when you create inventory issue documents for serial number items managed on release only:

This graphic is explained in the accompanying text.

Procedure

Select the Automatic Serial Number Creation on Receipt option
  1. Define general serial number settings for all items and select the Automatic Serial Number Creation on Receipt checkbox. You can define serial number-managed items using this step only, or step 2 only, or both.

    For more information, see Defining General Settings for Serial Numbers.

  2. Define serial number settings for specific items and select the Automatic Serial Number Creation on Receipt option. You can define serial number-managed items using this step only, or step 1 only, or both.

    For more information, see Defining Serial Number Settings per Item.

  3. Create an inventory issue document.

  4. Select the serial numbers manually or automatically in the document (the serial numbers were created automatically for the items on receipt).

    For more information, see Defining and Selecting Serial Numbers on Release Only.

Deselect the Automatic Serial Number Creation on Receipt option
  1. Define general serial number settings for all of the items and do not select the Automatic Serial Number Creation on Receipt checkbox. You can define serial number-managed items using this step only, or step 2 only, or both.

    For more information, see Defining General Settings for Serial Numbers.

  2. Define serial number settings for specific items and do not select the Automatic Serial Number Creation on Receipt option. You can define serial number-managed items using this step only, or step 1 only, or both.

    For more information, see Defining Serial Number Settings per Item.

  3. Create an inventory issue document.

  4. Create the serial numbers for the items (the serial numbers were not created automatically for the items on receipt).

    For more information, see Completing Serial Numbers on Issue. You can create the serial numbers in the following ways:

    1. Enter the serial numbers manually or create the serial numbers automatically

      For more information, see Creating Serial Numbers Automatically on Issue.

    2. Create serial number strings (this function is optional)

      For more information, see Creating Strings for Serial Numbers on Issue.

  5. Select the serial numbers manually or automatically in the document.

    For more information, see Defining and Selecting Serial Numbers on Release Only.

More Information

Managing Serial Numbers