Utilities Menu -> Inventory Control -> Change Serial# Flag -> Serial Numbers
Utilities Menu -> Inventory Control -> Clone Rental & Sales Products -> Serialized Products -> Serial Numbers
Utilities Menu -> Inventory Control -> Product Quantity Adjustment -> Serialized Products -> Serial Numbers
Utilities Menu -> Inventory Control -> Rates/Costs/Prices -> Update Product Costs & Prices -> Serialized Products -> SN# window -> Serial Numbers
The Serial number information only applies to sales parts that are tracked by individual serial number, within the product number.
The Serial # Inventory Integrity Report can be used to identify discrepancies.
Reconcile the Serial Number count with the Quantity count according to actual inventory stock:
Click on the DELETE SERIAL button to remove any
extra serial numbers in the Serial Numbers to Mark as Sold
screen or increase the quantities in the window on the Quantity
On Hand field.
e.g. If an extra serial number has been added in error, delete it
to match the actual serial numbers in stock.
The information tracked in the Serial Numbers window includes:
Note: Existing serial numbers displayed in red text, are serial numbers that have already been committed on a document such as a Contract, Work Order, etc.
Serial # Inquiry By Product can be used to review serial numbers for Sales products.
Duplicate Serial Number Alert:
When a serial number is entered on a Serialized Sales Inventory record, the Duplicate Serial Numbers warning is triggered if the
serial number being entered matches the serial number on an
existing Sales Part or matches a serial number on an Asset Tag Detail of a Rental
Inventory record.
This alert to the operator is helpful to prevent creating a
duplicate sales part record when one already exists or when a
Transfer Rental to Sale should be
processed instead of creating a new part.
Check the box for serial numbers that should be adjusted to
balance the count.
When accepted these serial numbers are no longer active, the
Sold Date is assigned, and the Invoice# displays
"Adjustment".
Uncheck the box for valid serial number records that should not be deleted or marked as sold.
Note: Records can be deleted entirely in the standard serial
number paging screen, by clicking on the sequence number to
highlight the appropriate serial# record and then clicking the
DELETE button.
Confirmation is required.
This field cannot be changed in Change mode.
This field is only accessible in Add mode when the serial number
is first recorded.
After the serial number is accepted it is updated by the software
and cannot be modified manually.
This field is suppressed in the Serial Numbers to Mark as Sold screen, as only active serial numbers are displayed.
This field is only accessible in Add mode when the serial number
is first recorded.
After the serial number is accepted the Invoice# field is
updated by the software and cannot be modified manually.
This 'Invoice #' field is suppressed in the Serial Numbers to Mark as Sold screen, as only active serial numbers are displayed.
If the option to Post Serial# Cost For Sales is activated in the Company Posting Parameters, then this cost will be used when this item is sold, rather than the Average Cost Each.
When multiple records are being entered, this value defaults from the previous serial number record.
When multiple records are being entered, this value defaults from the previous serial number record.
When multiple records are being entered, this value defaults from the previous serial number record.
When multiple records are being entered, this value defaults from the previous serial number record.
Meter history can be viewed as outlined in Meter History on Serialized Sales Part.
A warning is issued if the quantity on hand does not match the number of serial numbers.
ACTIONS:
Additional actions provided by buttons on
the Serial Numbers screen include:
No audit log of the deletion is maintained.
Access Warranty and Manufacture Information:
Click the EXP/CON button to record and review any
product specifications, meter usage, and manufacturing information
for the individual serialized items.
Filter Serial Numbers Listing:
The Serial Numbers screen provides the ability to view the
complete list of serial numbers for this sales product by clicking
DISPLAY ALL.
Conversely, click ACTIVE ONLY to restrict the display
to only serial numbers that have not sold or transferred date.
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