Enable Part for Serial Tracking

Explanation

You can set up several different serial tracking options and define whether the serial tracking should be entered manually or generated automatically.

For information on handling serial numbers for parts, please refer the document About Part Serial Handling (see link on Part/General window description).

A part that is serial tracked may also be lot tracked, but it may not use order-based lot tracking.

Following are the allowed serial tracking combinations:

	Serial Tracking After Delivery - YES	Serial Tracking After Delivery - NO
Serial Tracking At Receipt and Issue - YES Serial Tracking In Inventory - YES	This will enable full serial tracking. It will be mandatory to enter serial numbers when receiving the part into inventory and the part will always have a serial number in inventory and throughout the life cycle. The individual is created in the part serial catalog when the part is received into inventory.	This combination is not allowed.
Serial Tracking At Receipt and Issue - YES Serial Tracking In Inventory - NO	It will be mandatory to enter serial numbers when receiving the part into inventory. It will be mandatory to identify the serial numbers when the part is issued and in other inventory transactions. However, the part will not have any serial numbers in inventory. The serial numbers will only exist in the part serial catalog. The individual is created in the part serial catalog when the part is received into inventory.	This combination is not allowed.
Serial Tracking At Receipt and Issue - NO Serial Tracking In Inventory - YES	This combination is not allowed.	This combination is not allowed.
Serial Tracking At Receipt and Issue - NO Serial Tracking In Inventory - NO	This case will disable serial tracking. It will not be possible to enter serial numbers when receiving the part into inventory. Therefore, the parts will not have serial numbers in inventory. It is possible, however, to enter serial numbers for parts that are issued to a delivery structure.	No serial tracking at all.

Prerequisites

Part must exist.

System Effects

If the At Receipt and Issue and the In Inventory check boxes are selected, you will always need to have a serial structure when receiving shop orders for parts with these settings. These settings also control the individual different inventory transactions. It will be mandatory to enter serial numbers when receiving the part into inventory. The part will always have a serial number in inventory and throughout the life cycle.
If only the At Receipt and Issue check box is selected, and not the In Inventory check box, you will always need to have a serial structure when receiving shop orders for parts with this setting. This setting controls the individual in different inventory transactions. It will be mandatory to enter serial numbers when receiving the part into inventory. It will be mandatory to identify the serial numbers when the part is issued and in other inventory transactions. However, the part will not have any serial numbers in inventory. The serial numbers will only exist in the part serial catalog.
If the After Delivery check box is selected, you will be allowing the system to set a serial number on a part on occasions other than when receiving parts into inventory. Examples of such occasions are when parts without serial tracking have been issued to a delivery structure or when parts without serial tracking have been put directly into the facility.
By default, the Stop Creation of New Serials in RMA check box is selected. This means that it is not possible to return non existing part serials. If the check box is cleared, you can create new part serials when you return the part from an external customer as long as the return material authorization line is not connected to an order. This might be beneficial in order to be able to return the part when for instance, the serials have been shipped before IFS Applications was used by this business, an existing part is changed to be serial handled from now on, you are using different instances of IFS Applications, you are responsible for managing all returns and reverse logistics processes regardless of how the serial was shipped originally, etc.
The option you selected in the Serial Rule list box indicates the method to use when creating serial numbers, either manual or automatic.

Window

Part

Related Window Descriptions

Part
Part/General

Procedure

Open the Part window and click the General tab.
Populate or search to select the part to which you want to enable serial tracking.
If required, select the In Inventory check box, and/or the At Receipt and Issue check box, and/or the After Delivery check box.
If required, clear the Stop Creation of New Serials in RMA check box.
From the Serial Rule list box, select a whether or not you want to manually or automatically create serial numbers.
Save the changes.