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Procedure documentationAssigning Serial Numbers in Sales Orders or A/R Reserve Invoices Locate this document in the navigation structure

 

SAP Business One enables you to select serial numbers in the Serial Number Selection window when you create or update a sales order or an A/R reserve invoice. To open the window, place the cursor in the Quantity field in the relevant sales order or reserve invoice row and do one of the following:

  • Press CTRL and TAB.

  • Right-click and choose the Batch/Serial Numbers option.

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

Note Note

Closing or canceling a sales order automatically cancels its serial number allocation.

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The following procedure shows you how to select serial numbers in the sales orders, and the same applies to the A/R reserve invoices:

Prerequisites

You have created at least one item managed by serial numbers.

Procedure

Allocating Serial Numbers to a Sales Order
  1. From the SAP Business One Main Menu, choose   Sales-A/R   Sales Order  .

  2. Create a sales order with an item managed by serial numbers.

  3. Open the Serial Number Selection window.

  4. In the Serial Number Selection window, select the serial numbers for this sales order and choose Update.

    Note Note

    A serial number can only be allocated to one document.

    If a serial number is already allocated to anther document, you cannot select it again. In this case, SAP Business One enables you to open the document and deselect the serial number from within the Serial Number Selection window. To do so, choose the Link Arrow (Link Arrow) next to the document number in the Allocated to Document field.

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  5. In the Sales Order window, choose Add.

Updating the Serial Number Allocation in a Sales Order

Note Note

You cannot update the serial number allocation in a sales order if it is fully copied to a target document.

End of the note.
  1. From the SAP Business One Main Menu, choose   Sales-A/R   Sales Order  .

  2. Open the sales order you want to update.

  3. Open the Serial Number Selection window.

  4. In the Serial Number Selection window, do the following:

    1. To deselect the allocated serial numbers in this sales order, move them from the Selected Serial Numbers to the Available Serial Numbers.

    2. To select new serial numbers, move them from the Available Serial Numbers to the Selected Serial Numbers.

    3. Choose Update.

    Note Note

    A serial number can only be allocated to one document.

    If a serial number is already allocated to another document, you cannot select it again. In this case, SAP Business One enables you to open the document and deselect the serial number from within the Serial Number Selection window. To do so, choose the Link Arrow (Link Arrow) next to the document number in the Allocated to Document field.

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  5. In the Sales Order window, choose Update.

Note Note

If you copy the sales order to a target document and add the target document, the Serial Number Selection window opens automatically. The allocation of the serial numbers in the sales order is preserved, and you can confirm or update it.

End of the note.