You can define and manage serial numbers on release only (if you work with serial number-managed items). Therefore you do not have to define serial numbers immediately on receipt, but only when you release serial number-managed items.
This option is convenient for users that want to enter large amounts of documents containing serial number-managed items, and who do not want to enter the serial numbers manually while generating documents.
You select serial numbers in the Serial Number Selection
window while generating inventory issue documents. For more information about inventory issue documents, see Managing
Serial Numbers on Release Only.
Note
You have to select serial numbers for issue in inventory receipt documents that include a negative quantity for serial number-managed items. These documents include goods receipt POs and A/P invoices.
Note
When you add goods returns or A/P credit memos, the Serial Number Selection
window opens automatically, enabling you to choose from the available serial numbers.
When you add an inventory issue document (A/R invoice, delivery) that includes a negative quantity of the serial numbers-managed item, the Serial Number Selection
window opens. Choose the Create
button to open the Serial
Numbers – Setup
window.
Note
Only the rows for serial number-managed items appear in the window.
Add an inventory issue document.
Specify the necessary details for the document and choose the Add
button.
The Serial Number Selection
window appears, displaying a list of available serial numbers. Alternatively, choose one of the following
methods to open the window:
Before adding the document, in the Quantity
field, press CTRL and TAB.
Before adding the document, right-click the Quantity
field and choose the Batch/Serial Numbers
option.
From the Goto
menu, choose the Batch/Serial Numbers
option.
Note
To separately display additional fields for each table, in the toolbar, click (Form Settings
) and select the required fields.
Choose a row in the Rows from Documents
table.
This table displays all the document rows that include serial number-managed items. The values in this table cannot be changed. The row you chose in the document is selected by default. To select serial numbers for a different row, highlight it.
Select the required serial numbers for release in the Available Serial Numbers
table.
You can choose rows in the following ways:
Select the required row number.
To select additional rows, press CTRL and SHIFT.
Sort one of the columns you would like to use for finding the item, enter the value in the Find
field, and press TAB to select the required item. The default sort is by the Serial Number
field.
After selecting the required rows, click the arrow button to move the serial numbers to the Selected Serial Numbers
table on the right. The reverse arrow button moves the serial numbers to the Available Serial Numbers
table on the
left.
You can also use the Auto Select
button to automatically move rows from the Available Serial Numbers
table to the Selected Serial Numbers
table, according to the open quantity in the
document rows. The selection is done according to the currently defined sort for the table.
The Selected Serial Numbers
table displays the selected serial numbers up to this point in time.
Note
The Open Quantity
field displays how many serial numbers have to be selected for the item.
If you select fewer numbers than are displayed in the Open Quantity
field, you cannot add the document.
Note
If you change the warehouse in the document after choosing the serial numbers, the application alerts you that continuing this operation resets the selected serial numbers.
To save the link between the document and its serial numbers, and to update the inventory issue transactions of the selected serial numbers and make them unavailable, choose the Update
button.
To save the selection, choose the OK
button. The inventory release document appears.
To add the document, choose the Add
button.