If Serial Numbers are entered onto a Sales Order, the Stock will always be allocated at the point of saving the Order, irrespective of the transaction options set.

If the Serial Numbers are left empty on the Sales Order and the Stock is not Allocated, they can be added from the Stock Allocations window.

If the Serial Numbers are left empty on the Sales Order but the Stock is Allocated, they can also be added from the Stock Allocations window. To view these orders in the Stock Allocations window you must select the include option Fully Allocated Lines on the Allocations Selection window.

If the stock item is both Sub Analysis and Serial Number tracked then the Serial Number can only be added once the Sub Analysis has been chosen.

It is not necessary to add a Serial Number, allocations can still be saved, the Serial Numbers can be added later at the point of delivery.

Selecting the order lines from the Stock Allocations Selection window.

Serial Number Left Empty To view order lines where the Serial Number has been left empty you will need to select this option.

Remember, Serial Numbered Stock can be allocated at the time of processing even if the Serial Number has been left empty. To include these Orders, you should tick the Fully Allocated Lines option.

Always select first Serial No. For order lines where the Serial Number is empty, running an Auto Allocate Method will populate the Serial Number field with the first Serial Number.

The First Serial Number is defined by a Stock Option in System Control. The options are to select by the earliest Date Received, by the First Entered date or by Renew Date.

This will only be applied to Orders for which the Auto Allocate routine is allocating stock. It will not apply this option to fully allocated lines that still require Serial Numbers.

Always Select Default Sub Analysis If the item requires a Sub Analysis code and a Serial Number and this option is not selected, the Serial Number will not be set.

Completing the processing of Serial Numbered Order lines from the Stock Allocations window.

To enter Serial Number(s), select the detail line and switch its flag to YES. This will activate the Serial Number option in the lower part of the window. Click this option to display the Serial Number Selection window.

Select the Serial Numbers you wish to use for this order line, by clicking on them.

Click OK to apply your selection.