Setup Requirements for Product Serial Numbers

The following are the control maintenance records and authorization keys that are used for product serial numbers. For a complete description, click on the link. The additional setup listed is also required.

Control Maintenance Records

• Prompt For Serial Number Entry in RF

• Prompt For Serial Numbers On Outbound Transfers

• Prompt For Serial Numbers On Return Sales Order For O Type

• Prompt For Serial Numbers On Sales Orders With A Ship Ticket Status

• Pick By Serial Number Based On Received Date

• Prompt For Serial Numbers When Processing Any Type Of Order

• Require Auth To Process Sales Order With Open Serial Numbers

• Store Serial Numbers By Location

Authorization Keys

• SERIAL.OVRD

• SOE.PROCESS.OPEN.SERS

• OE.CLOSED.SERIAL.EDIT

Setting Up a Product for Serial Numbers

Each product that requires serial numbers must be set up using Product Price Maintenance. Specify how serial numbers are handled when receiving and selling the product.

To set up a product for serial numbers:

1. From the Maintenance menu, select Product to display the Product Maintenance window.

2. In the Product field, enter the product's ID or the product name.

3. Display the product and select Product Price Maintenance from the Pricing menu to open the Product Price Maintenance window.

4. In the Serial Number Option field for each branch, indicate how serial numbers are handled:

   Code	Description
   I	Inbound & Outbound - The system prompts for a serial number when receiving the product. When selling the product, the shipping ticket has a reminder to write down the serial number.
   A	Inbound & Automatic Outbound - The system prompts for a serial number when receiving the product. When selling the product, the system assigns the lowest serial number and prints it on the pick ticket.
   D	Inbound & Outbound by Date - The system prompts for a serial number when receiving the product. When selling the product, the system assigns the oldest serial number and prints it on the pick ticket.
   R	Returns & Outbound Only - The system prompts for a serial number only when receiving the product as a return. When selling the product, the shipping ticket has a reminder to write down the serial number.
   O	Outbound Only - The system does not prompt when receiving the product. When selling the product, the shipping ticket has a reminder to write down the serial number.
   N	No Serial Tracking - The product has no serial numbers.

5. Save your changes and exit the Product Price Maintenance window.

6. Save your changes and close the Product Maintenance window.

Setting Up for Printing Serial Numbers

If your business forms are custom programmed by the system, the pick tickets can have the automatically-assigned numbers printed on the form. When using custom forms with manually-assigned numbers, the forms can provide space for the picker to hand write the serial number on a pick ticket.

To print ship tickets for orders that contain open serial numbers, you must be assigned the SERIAL.OVRD authorization key to complete the printing process.

See Also:

Entering Product Serial Numbers

Product Serial Numbers Overview