To enter serial numbers on the sales order Status screen:When products require outbound serial numbers, you might need to enter the serial numbers when you sell the products to your customers. You can also set up serial numbers so the numbers used on sales orders are automatically assigned. Managers can select the method that is most appropriate for each product and each warehouse workflow.
If the system custom programmed your business forms, the pick tickets can have the system-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.
You can also enter or edit serial numbers from the following locations:
If you are manually entering outbound serial numbers, you normally do this from the Status screen of a new or existing open sales order, while already there to change the order status to Pick Up Now or Invoice. You can also access serial number entry from the Body screen of an existing open order. After you enter all the serial numbers on either the Status or Body screens, use the Serial Number Entry screen to edit serial numbers.
To enter serial numbers on the sales order Status screen:
From the Orders menu, select Sales Order Entry to display the sales order Body screen.
Display the existing open order for the items without serial numbers.
Press Esc to close the sales order Body screen and display the Status screen.
In the Order Status field, change the order status to either Pick Up Now or Invoice.
If changing to an Invoice status, a message might remind you that you are "About to Invoice an Order With Open Serial Numbers!" Enter Y to continue.
When prompted to Enter Serial Numbers Now (Y/N), enter Y to open the Serial Number Entry screen.
Enter the product serial number information and press Esc.
Press Esc to close the Status screen.
To enter serial numbers on the sales order Body screen:
From the Orders menu, select Sales Order Entry to display the sales order Body screen.
Display the existing open order for the items without serial numbers.
Navigate to the line item requiring a serial number to open the Serial Number Entry screen.
Enter the product serial number information and press Esc.
Press Esc to close the Body screen, and again to close the Status screen.
Enter serial numbers on the sales order Scheduling screen if you are unable to enter the serial numbers on the Status or Body screens, for example, when selling an order with a Call When Complete status. This method also lets you enter or edit serial numbers later, which is useful if you did not have the serial numbers at hand, or were unable to enter them during order entry.
To enter serial numbers on the sales order Scheduling screen:
From the Orders menu, select Sales Order Entry to display the sales order Body screen.
Display the existing open order for the items without serial numbers.
Use the Sched hot key to open the Scheduling screen.
With the correct order generation selected, use the Ser# Entry hot key to open the Serial Number Entry screen.
Enter the product serial number information and press Esc.
Press Esc to close the Scheduling screen.
Press Esc to close the Body screen, and again to close the Status screen.
Similar to using a sales order's Scheduling screen, use a product's Inventory History Ledger to enter or edit the serial numbers later. Use this method if you do not know the sales order number, but do know the product.
To enter serial numbers on a product's Inventory History Ledger:
From the Orders > Inquiries menu, select Inventory History Ledger to display the Inventory History Ledger screen.
In the Desc field, enter the product description.
With the correct order generation selected, use the Ser# Entry hot key to open the Serial Number Entry screen.
Enter the product serial number information and press Esc.
Press Esc to close the Inventory History ledger for the product, and again to close the screen.
Use the Invoice Preview Queue to enter or edit serial numbers prior to printing and sending invoices.
To enter serial numbers from the Invoice Preview Queue:
From the Orders > Queues menu, select Invoice Preview Queue to display the Invoice Preview Queue screen.
Complete the screen's header fields to select orders to display. For more information, see Previewing Invoices Before Printing Them.
In the Open Serial #'s field, press F10 and ensure that either Include or Only is selected. These options list orders that still need serial numbers.
With the order selected, use the Edit hot key to open the order for editing.
On the order's Body screen, navigate to the line item requiring a serial number to open the Serial Number Entry screen.
Enter the product serial number information and press Esc.
Press Esc to close the Body screen, and again to close the Status screen.
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