Let's say you've been tracking items without serial numbers, but
would now like to begin tracking articles by serial numbers.
A number of procedures or methods can be used for this transition. Below you'll
find two options based on issuing the entire stock of goods without serial
numbers, changing to the desired method of serialization, and finally receiving
the issued quantity and outfitting it with serial numbers.
Perhaps the easiest and most transparent way is to create an inventory count
(see section A), while manually entering a document is the fastest way (see
section B).
A. INVENTORY COUNT
a1. Goods Period End
Include movements of materials up until the date of the inventory count in
order to prevent already existing documents from being changed (see Settings |
Program | Administration Panel | Settings | Program Parameters | Goods |
General). When tracking by serial numbers is set for an item, the program
will match the quantity with the quantity of issued/received serial numbers once
an entry or change has been made. If these are not entered, the quantity
will be changed to zero once you open the window for entering serial
numbers. In order to prevent this, it is recommended that you first close all
material movements.
a2. Old Inventory
On the day you change the way articles are tracked, enter an
inventory document with the old inventory. You can also find the old
inventory automatically (see Wizards - In Stock).
a3. Items Register - Serial numbers
Change the way items are tracked to tracking by serial numbers in
the Serial Numbers panel of the Items register.
 |
For reasons given in section a1, once this change has been
made you MAY NOT open the window for entering
serial numbers from the S/N Stock button, because from now on, the number of
serial numbers entered must be equal to the quantity. |
a4. New inventory
Enter
the new inventory - the easiest way to do this is to click the
Ser. No. button (see Inventory Lines Task Bar) to open the
window for entering serial numbers and information about serial
numbers in stock, as well as (indirectly) information about quantity in stock.
a5. Confirming an Inventory Count
Confirming an inventory (see Wizards - Confirm)
will create an internal receiving document with the following quantity: quantity
- (minus) stock of quantity without serial numbers + stock of quantity for which
serial numbers have been entered.
|
|
For reasons listed in section a1, you CANNOT open the window for entering
serial numbers in a line for a negative receipt in an internal receiving
document, because from now on, the program will demand that the number of
serial numbers entered for this article is equal to the quantity. |
B. Manual Entry
Manually entering the document described in section a4 (see illustration
above) is the fastest, but not the most transparent, way:
b1. Goods Period End
(As in a1) End material movements before the date of the inventory count in
order to prevent already existing documents from being changed. When tracking by
serial numbers is set for an item, the program will match the quantity with the
quantity of issued/received serial numbers once an entry or change has been made.
If these are not entered, the quantity will be changed to zero once you open the window for entering serial
numbers.
b2. Old Inventory
(The same result as in section a4) Enter an internal receiving document and a
line with a negative quantity for the item that is to be tracked by serial
numbers.
b3. Items Register - Serial Numbers
(As in a3) Change to tracking by serial numbers in the Items regsiter.
|
|
For reasons listed in section b1, you CANNOT open the window for entering
serial numbers in a line for a negative receipt in an internal receiving
document, because from now on, the program will demand that the number of
serial numbers entered for this article is equal to the quantity. |
b4. New Inventory
Complete the document created in section b2 by entering a line with the
positive quantity of the stock of the item for which you've selected tracking by
serial numbers.