Completing Serial Numbers on Issue

You can manage serial numbers on release only. With this method of serial number management, you do not have to define serial numbers immediately on receipt, but only when you issue serial number-managed items.

When you manage serial numbers on release only, you can decide that serial numbers are not created automatically in inventory receipt documents for serial number-managed items. Later on, when you create inventory issue documents, you must create the serial numbers for the serial number-managed items; this is known as completing serial numbers.

When you create the serial numbers, SAP Business One creates a link between the document and its serial numbers, updates the defined serial numbers' inventory receipt transactions, and changes the status of the items to Available.

Prerequisites

You can complete serial numbers, if your company allows receiving of inventory items without a serial number as follows:

In the General Settings window or the Item Master Data window for the item, in the Management Method field, you chose the On Release Only option
You did not choose the Automatic Serial Numbers Creation on Receipt checkbox.

Procedure

Create an inventory issue document and choose the Add button.
The Serial Number Selection window appears. As you have not yet defined any serial numbers for the item, the window is empty.

Note

You can also press CTRL and TAB in the Quantity field to display this window.

End of the note.
To create the serial numbers, choose Inventory Item Management Serial Numbers Serial Number Management .
The Serial Numbers Management - Selection Criteria window appears.

Alternatively, choose one of the following methods to open the window from the Serial Number Selection window:
- Before adding the document, right-click in the window and choose the Serial Numbers Completion option.
- From the Goto menu, choose the Serial Numbers Completion option.
In the Operation field, choose the Complete option.
Set the selection criteria for the items to be displayed on the relevant tabs and choose the OK button.
The Serial Number Management - Complete window appears.

Note
To reset all the defined selection criteria in this window, choose the Default Settings button.

End of the note.
From the Rows from Documents table, choose a row to define serial numbers for these items.
This table displays all the document rows that include items with serial numbers. The values in this table cannot be changed. The row you have chosen in the document is selected by default. To define serial numbers for a different row, select it.
In the Created Serial Numbers table, specify the serial number details manually, or choose the Automatic Creation button to create multiple serial numbers automatically in the Automatic Serial Numbers Creation window (for more information, see Creating Serial Numbers Automatically on Issue). Only the field defined as a unique number is mandatory. The other fields may remain empty and be updated later, if required.

Note
To display additional fields separately for each table, click (Form Settings) on the toolbar and select the required fields.

End of the note.
Repeat the steps above until you have defined serial numbers for all items in the Rows from Documents table.
To save the serial numbers, choose the Add button.
Return to the inventory issue document that you are in the process of creating.
From the Rows from Documents table, choose a row.
In the Available Serial Numbers table, select the required serial numbers for issue.
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 you select the required rows, choose 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.

End of the note.

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.

End of the note.
To save the link between the document and its serial numbers, and to update the inventory issue document and make the serial numbers unavailable, choose the Update button.
To save the selection, choose the OK button. The inventory issue document appears.
Choose the Add button.

More Information

Defining and Selecting Serial Numbers on Release Only

Serial Number Selection Window

Serial Number Transactions Report - Selection Criteria Window

Serial Number Management - Update/Complete Window