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Object documentationSerial Number Selection Window

 

Use this window to automatically enter or update numerous serial numbers for the item in one step.

The window is opened for the following transactions:

  • Inventory issue transactions: The window opens automatically when you choose the Add button on the document window. Alternatively, to open the Serial Number Selection window, place the cursor in the Quantity field and do one of the following to open the window:

    • Press CTRL + TAB.

    • Right-click and choose Batch/Serial Numbers.

    • From the Goto menu, choose Batch/Serial Numbers.

  • Inventory counting transactions: You do not have to enter serial numbers for inventory counting documents, but they are mandatory for inventory posting transactions. For inventory counting documents, this window is named as Serial Number Counting; for inventory posting documents, this window is named as Serial Number Posting.

You can select only those rows that contain items with serial numbers.

In the Serial Number Selection window, the Rows From Documents table displays the list of the serial number-managed item rows from the relevant documents.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
General Notes

  • To open the Serial Number Details window, click Link Arrow (Link Arrow) to the left of the serial number.

  • If not all the required serial numbers are selected, the Serial Number Selection window opens again while you are adding the document.

  • You can add and update serial numbers in this window as long as the document is not added to the system and no inventory transaction is posted.

  • In the Serial Number Selection window, from the Goto menu, choose Serial Numbers Completion, or right-click in the window and choose the same option. The Serial Numbers Management - Selection Criteria window opens in Complete mode for that specific item. For more information, see Serial Number Management - Update/Complete Window.

  • Copying Documents - If you selected serial numbers in a base document that created an inventory transaction, and you copied this document to a target document, you will not be able to view the serial numbers data in the target document, unless the document is one of the following: return, A/R credit memo, goods return, or A/P credit memo.

  • When generating an A/R reserve invoice, you cannot select serial numbers for release, since the reserve invoice does not create an inventory release transaction.

  • Inventory Transfer - When generating an inventory transfer document, the following apply:

    • For serial number items that are managed on every transaction, select which serial numbers to transfer from the source warehouse by pressing CTRL + TAB while pointing at the Quantity field.

    • For serial number items that are managed on release only, there is no need to define which serial numbers will enter the target warehouse. The transaction is automatically performed between the two warehouses.

Rows from Documents
Total Selected

Total number of serial numbers selected for the items in the bottom table.
Open Quantity

The number of serial numbers you still have to select.
Direction

The type of transaction: In for inbound or Out for outbound.
Available Serial Numbers

The Available Serial Numbers table displays the list of all serial numbers available for an item in the document.

Serial Number

Displays all the available serial numbers, including those that are already allocated to other documents, but not yet delivered.

Note Note

If you have enabled bin locations for the warehouse in the Rows from Documents table, this column can be displayed in either of the following ways:

  • If the serial item is issued primarily by serial numbers, the column is displayed as the first in the table.

  • If the serial item is issued primarily by bin locations, the column is displayed as the second in the table, right after the Bin Location column.

End of the note.
Bin Location

Note Note

The column is available only if you have enabled bin locations for the warehouse in the Rows from Documents table.

End of the note.

Displays the bin location where each available serial item is stored.

The column is displayed in either of the following ways:

  • If the item is issued primarily by bin locations, the column is displayed as the first in the table.

  • If the item is issued primarily by serial numbers, the column is displayed as the second in the table, right after the Serial Number column.
Item Qty in Bin Loc.

Note Note

The column is available only if the following conditions are met:

  • You have enabled bin locations for the warehouse in the Rows from Documents table.

  • The item is issued primarily by bin locations.

By default, the column is hidden. You can make it visible using the form settings.

End of the note.

Displays the quantity of the item in each bin location.
Allocated

Displays either of the following:

  • Yes: The serial number is allocated to another document, but has not been delivered yet.

    You cannot select this serial number unless you deselect it in the document where it is allocated.

  • No: The serial number is not allocated to any other document. You can select it.
Allocated to Document

Appears as follows:

  • If the serial number is not allocated to any other document, the field is blank.

  • If the serial number is allocated to another document, the field displays the document number.

    You can deselect the serial number in the document. To open the document, click Link Arrow (Link Arrow) to the left of the document number.

Note Note

The following three fields are available in the Serial Number Selection window only when you open the window from within the pick and pack manager or the pick list:

End of the note.
Allocated Qty in Base Document

Appears as follows:

  • If the serial item is allocated to the current sales order, A/R reserve invoice, production order, or inventory transfer request row, the field displays 1.

  • If the serial item is not allocated to the current sales order, A/R reserve invoice, production order, or inventory transfer request row, the field is blank.

If required, cancel the allocated serial items and reallocate new serial items by updating the quantity here.
Allocated Qty in Pick Lists of Base Doc.

Appears as follows:

  • If the serial item is allocated to a pick list that is created for the current sales order, A/R reserve invoice, production order, or inventory transfer request row, the field displays 1.

  • If the serial item is not allocated to any pick list that is created for the current sales order, A/R reserve invoice, production order, or inventory transfer request row, the field is blank.

The field is not editable.
Allocated to Pick List of Base Doc.

Displays the document number and type of the pick list to which the serial item is allocated and which is created for the sales order, A/R reserve invoice, production order, or inventory transfer request row. The field does not display the current pick list.

You can view or change the allocation in the pick list. To do so, open the pick list by clicking Link Arrow (Link Arrow) to the left of the document type and number.
Selected Serial Numbers

The Selected Serial Numbers table displays the list of serial numbers that have been selected for the item. For inventory counting documents, this table is named as Counted Serial Numbers and displays serial numbers that have been verified by the counter; for inventory posting documents, this table is named as Serial Numbers Difference and displays serial numbers that are either not recorded in the system for the item or not available, as verified by actual counting.

Serial Number

Displays all the selected serial numbers.

Note Note

If you have enabled bin locations for the warehouse in the Rows from Documents table, this column can be displayed in either of the following ways:

  • If the serial item is issued primarily by serial numbers, the column is displayed as the first in the table.

  • If the serial item is issued primarily by bin locations, the column is displayed as the second in the table, right after the Bin Location column.

End of the note.
Bin Location

Note Note

The column is available only if you have enabled bin locations for the warehouse in the Rows from Documents table.

End of the note.

Displays the bin location of each selected serial item.

The column is displayed in either of the following ways:

  • If the item is issued primarily by bin locations, the column is displayed as the first in the table.

  • If the item is issued primarily by serial numbers, the column is displayed as the second in the table, right after the Serial Number column.
General Area Fields
Available Quantity

Displays the total number of available serial numbers for the item, including those that are already allocated to other documents, but not yet delivered.
Total Selected

Total number of selected serial numbers for the item.
Display Available SNs

Inventory issue transactions: Choose to display serial numbers from the base document or related to the business partner, or all serial numbers for this item.

Note Note

If the All option is selected it cannot be changed.

End of the note.

Inventory counting transactions: Choose to display serial numbers that are available on the count date or on the current system date.
Automatic Allocation

Select the method by which items are automatically allocated from bin locations during issue. You can select one of the following methods:

  • Single Choice – Allocates items from bin locations when there is only one way of doing it. If there is more than one way to allocate items from bin locations, the single choice method is not effective.

    The single choice method is applicable only in one of the following situations:

    • The item you need to issue exists only in one bin location.

      In this case, there is no other way of issuing the item but from this bin location.

    • The item you need to issue exists in more than one bin location and the entire inventory of the item must be taken to fulfill the requirement.

      In this case, there is no other way of issuing the entire inventory of the item but from all the bin locations.

    Example Example

    For more information, see the Auto Alloc. on Issue field in Warehouses - Setup: Bin Locations Tab.

    End of the example.

  • Bin Location Code Order – Allocates items from bin locations according to the alphanumeric order of the bin location codes

  • Alternative Sort Code Order – Allocates items from bin locations according to the alphanumeric order of the bin locations' alternative sort codes

  • Descending Quantity – Allocates items from bin locations according to the descending order of the item quantity in the bin locations

  • Ascending Quantity – Allocates items from bin locations according to the ascending order of the item quantity in the bin locations

  • FIFO - Allocates items from bin locations according to the "First In, First Out" principle

  • LIFO - Allocates items from bin locations according to the "Last In, First Out" principle
Reallocate Bin Locations

Note Note

The pushbutton is available only if the following conditions are met:

  • You open the Serial Number Selection window from a sales document row which deals with the receipt of an item.

    The sales document row can be a return document row with a positive quantity, a delivery document row with a negative quantity, and so on.

  • You have enabled bin locations for the warehouse displayed in the Rows from Documents table in the Serial Number Selection window.

The pushbutton is active only if there are serial numbers in the Selected Serial Numbers table.

End of the note.

To reallocate the serial items to a new bin location, choose the pushbutton to open the Bin Location Reallocation for Serial Numbers Window.
Auto Select

Note Note

The pushbutton is available in either of the following situations:

  • You have not enabled bin locations for the warehouse in the Rows from Documents table.

  • The item is issued primarily by serial numbers.

End of the note.

Automatically selects the remaining quantity of serial numbers for the item.
Selection Method

Note Note

The pushbutton is available when the following conditions are met:

  • You have enabled bin locations for the warehouse in the Rows from Documents table.

  • The item is issued primarily by bin locations.

End of the note.

To let SAP Business One automatically select the serial items from the Available Serial Numbers table to allocate to the Selected Serial Numbers table, choose the pushbutton and select one of the following methods from the opened list:

  • Auto Selection – Selects the serial items from top down in the Available Serial Numbers table.

  • Single Choice – Selects the serial items from bin locations using the single choice method.

    Single choice is a method of allocating items from bin locations when there is only one way of doing so. If there is more than one way to allocate the item, the single choice method is not in effect. For more information, see Automatic Bin Location Allocation in Issues.

  • Bin Location Code Order – Selects the serial items from bin locations according to the alphanumeric order of the bin location codes.

  • Alternative Sort Code Order – Selects the serial items from bin locations according to the alphanumeric order of the bin locations' alternative sort codes.

  • Descending Quantity – Selects the serial items from bin locations according to the descending order of the item quantity in the bin locations.

  • Ascending Quantity – Selects the serial items from bin locations according to the ascending order of the item quantity in the bin locations.

  • FIFO - Allocates items from bin locations according to the "First In, First Out" principle

  • LIFO - Allocates items from bin locations according to the "Last In, First Out" principle

More Information

Defining and Selecting Serial Numbers on Release Only

Completing Serial Numbers on Issue