Manage Serial Numbers

Serial Numbers can be handled differently depending on your needs, and we have tools to correct Serial Numbers once they are in inventory.

Setup Items - Mark Items as Serialized

For an item to have Serial numbers, it will need to have the “Serialized” Control point checked. Once it is marked as serialized, there are several options for when you enter the Serial Numbers. They can be found under the Attributes tab of the Enter/Change Items screen. INV>Enter/Change Items

• Received - Enter Serial Number when the Item is received on a PO or Inventory Receipt

• Placing Order - Enter Serial Number when placing the Sales Order

• Releasing To Work Order - Enter Serial Number when Releasing a Work Order

• Shipped - Enter Serial Number when Shipping the Order

Enter Serial Numbers - Using Serial Numbers

Once items are setup, Serial numbers will be entered based on their setup.

Received - PO

When receiving a PO with Serialized items, the Quantity field will have slashes on it. Enter the Quantity and hit Enter. The Serial Number Entry box will come up.

Corrections - Add, Edit, and Delete Serial Numbers

There are several ways you can adjust or fix your Serial Numbers. Which method will depend on how many need to be adjusted, and what had been done with the serial numbers. Options 1-3 will update the Serial number history. Option 4 is if you just need to adjust an Invoice

Option #1 - Serial Number Change Screen

Use the Serial Number change screen, but you would need to adjust and process one at a time.

Open Screen, Item, and Warehouse

1. Open the Serial Number Change Screen

   1. INV>Transactions>Serial Number Change

2. Select the Warehouse

   1. Click

3. Add / Edit / Delete

Add

You can only Add a Serial Number here if you have more quantity on hand than Serial Numbers. Otherwise, you would need to Change an existing one.

1. Enter a Serial number in the top blank line

2. Enter a Reference

3. hit the Process “SN:…” button

4. Hit “Yes” to prompt

Edit

You can editing existing Serial Numbers in Inventory

1. Click on Serial Number you want to change

2. Change it

3. Enter a reference

4. hit the Process “SN:…” button

5. Hit “Yes” to prompt

Delete

You can only delete a Serial Number here if you have more Serial Numbers than quantity on hand. Otherwise, you would need to Change an existing one.

1. Click on Serial Number you want to delete

2. Change it

3. Enter a reference

4. hit the Process “SN:…” button

5. Hit “Yes” to prompt

Option #2 - Issue/Receive Inventory

You could Issue out all the inventory, then receive it back in, marking them for the correct serial number. If the cost on the item was wrong, this would allow you to set the new cost when you Receive it.

Option #3 - Cycle Count

You can create a unique Cycle Count Code for just the item(s) you want to correct, then freeze and count the item(s), entering the correct Serial Numbers.

Option #4 - Edit Serial Numbers on Invoice Line

If you just need to add/edit/remove serial numbers from an Invoice, you can do so on the Invoice Query screen.

1. Go to the Invoice Query screen

   1. A/R>A/R Inquiry>Invoice Query

2. Open your Invoice

   1. Enter the number or hit F9 to find

   2. Hit enter

3. Select the line you want to adjust

   1. Click on the line item

   2. “Serial numbers” tab will appear

4. Go under the Serial Numbers tab

5. Open Serial Numbers for editing

   1. Double click on the Serial Number

   2. Fields will turn white

6. Add, Edit, or Remove Serial Numbers

7. Save

   1. Hit the Save icon or F10