Enter or Select Serial Numbers for Items in a Transaction

Before you can perform this task

You must have serialized inventory turned on for your company

You must have serialized inventory turned on for the item

You can either enter or select a serial number for an item in a transaction:

To enter a serial number

After you have entered the item quantity in the transaction window, click to open the Enter serial number window.
(Optional) If you are entering multiple serial numbers in a sequence, use the serial number generator.
Type or scan a serial number for each item.
When the Remaining count is 0, click OK to return to the transaction window.

Note: To add serial numbers on-the-fly for items that are already in inventory, you need to follow the steps for selecting a serial number. If you entered a number in this window and received a program message, clear the serial number before proceeding.

To enter a serial number for an item you are building

If the item you are building doesn't use serial numbers, but has components that do, skip steps 1 and 2.

After you have entered the item quantity in the Bill of Materials window, click to open the Serial Number Assignment and Selection window.
Enter a serial number in the Build Item Serial No. column. If you are building several items, you can use the serial number generator.
To add serial numbers for any serialized components:
1. Click Browse.
2. Click inside the select column next to the serial number you want to use. If there is no serial number entered yet, type, scan, or copy and paste the number in now.
  You can multi-select serial numbers by using the Shift or Ctrl key and then clicking the button at the top of the select column .
3. When the Remaining to select count is 0, click OK.
4. Click OK to return to the transaction window.

To select a serial number for an item in a transaction

After you have entered the item quantity in the transaction window, click to open the Select serial number window.
Click Browse.
Click inside the select column next to the serial number you want to use. If there is no serial number entered yet, type, scan, or copy and paste the number in now.
You can multi-select serial numbers by using the Shift or Ctrl key and then clicking the button at the top of the select column .
When the Remaining to select count is 0, click OK.
Click OK to return to the transaction window.

To select a serial number for an item you are disassembling

If the item you are disassembling doesn't use serial numbers, but has components that do, follow the steps, "To enter a serial number for an item in a transaction."

After you have entered the item quantity in the Bill of Materials window, click to open the Serial Number Selection window.
Click Browse.
Click inside the select column next to the serial number of the item you are disassembling. If no serial number exists for the item, type, scan, or copy and paste the number in.
If you entered a serial number for the disassembled item in step 3, enter a serial number for any serialized components that are being added to your inventory. You can use the serial number generator if multiple items are being added.
When the Remaining to select count is 0, click OK.
Click OK to return to the transaction window.