Setting Up Serial Number Processing

A serial number can be assigned to each item. This number can be used in tracking the item through the system. To set up serial number processing:

In the Inventory Parameters form, determine how you want to set the following global parameters that apply to all inventory items. Some of these values can be overridden for specific items or transactions.
- S/N Track
- Expand S/N
- Preassign Serials
- Use Existing Serials
- S/N Prefix
- Generate Unique S/N
- Backflush Serial Numbers
In the Items form, for each serial-tracked item, set these parameters:
To assign serial numbers to specific items:
- If Preassign Serials was selected for the item, you can preassign serial numbers when you create purchase order lines, transfer order lines, or jobs. See Preassigning Serial Numbers.
- Use inventory receiving transactions such as Miscellaneous Receipt or Purchase Order Receiving to add the serial-tracked items to your inventory, adding serial numbers for the items through the Serial Numbers tab on these forms.

Additional Notes

When receiving or creating inventory, all serial-tracked items must be assigned a serial number. The forms for these transactions include a Serial Numbers tab or area that is enabled when you enter a serial-tracked item.
Serial numbers can be reused.
To view all activity against a serial number, run the Transactions by Serial Number Report.
To track where serial numbers are used, see Tracking Serialized Materials.