Tracking Serialized Materials

You can track serial numbers used in jobs through multiple job levels. You can track in either direction:

In order to track serial numbers for an item in a job beyond the first level, the Preassign Serials option must be set for the item.
If a serial number has a source or destination that is a transfer order, then visibility of the serial number in this site ends at the transfer order. To further track the serial number, go to the transfer site and continue tracking there. See About Multi-Site Transfer Order Serial Number Tracking.

To track serial numbers:

On the Serial Numbers form, specify the item and serial number to track.
Select the Serial Source tab. The tab displays the root node of a tree.
Click on nodes to expand the information. The tree initially shows the source transaction of the serial/item. If that transaction is a job, the tree includes additional nodes for any serial/item materials in that job, as well as nodes for the source of those serial/items. If there are transactions in any nodes that do not contain a serial number, but contain a lot number, the node shows the source information for the lot.
Continue through the nodes until there are no more job sources, or job sources with serial and/or lot item materials.

To track serial numbers:

On the Serial Numbers Report form, specify the range of items and serials numbers to include.
In the Display Source field, specify:
- Summary to show only the immediate source transaction.
- Detail to show the detail of source jobs, where those jobs contain serial items that themselves have a source. Additional levels are indented on the report.
In the Display Destination field, specify:
- Summary to show only the immediate destination transaction.
- Detail to show the detail of destination jobs, where these jobs contain serial items that themselves have a destination. Additional levels are indented.
Click Print.