Serial Reservation on Purchase Order Line

Explanation

Use this function to reserve a range of serial numbers for a specific purchase order.

Note: You cannot reserve serial numbers that already exist in the part serial catalog or that already are reserved on another order.

Prerequisites

• The purchase order line must have been entered and saved.
• The part must be a serial handled part, i.e., the At Receipt and Issue check box should be selected for the part in the Part Catalog/General tab.. The serial rule can be either Manual or Automatic.

System Effects

This action will reserve a range of serial numbers for a specific purchase order. The reserved serial numbers then appear as default values in the receipt function. Any unused serial numbers are unreserved when the purchase order is closed. You can view all reserved serial numbers in IFS/Inventory, Part Serial Reservations.

Window

Purchase Order
Purchase Order Lines.

Related Window Descriptions

Reserve Serials for Purchase Order
Purchase Order/Part Order Lines
Purchase Order Lines.

Procedure

When the serial rule is set to Manual:

1. Open the Purchase Order window.
2. Select the required purchase order line, right-click and then click Serial Reservation.
3. To reserve nonconsecutive serial numbers, click New and enter the numbers in the Serial No column.
   To reserve a serial number range, click Sequence and the Enter Sequence/Interval dialog box opens. In this dialog box, you can specify a suffix and/or prefix, as well as a range of serials. Clicking OK returns you to the previous dialog box.
4. Click OK to confirm the reservation.

When the serial rule is set to Automatic:

1. Open the Purchase Order window.
2. Select the required purchase order line, right-click and then click Serial Reservation.
3. The default value that appears in the Serial No column can be changed if required. Note: If any suffix and/or prefix is specified for the automatic serial numbering, no default values are displayed.
4. Click OK to confirm the reservation.