Stock - S/No.
Clicking S/No. on the Stock Record window will open an Enquiry window listing the Serial Numbered Stock items currently in stock.
Expanding the stock item line will list the Movements associated with it.
Click on the List Definition function to change the lower pane of the window to show the Filter options.
You will see that the default is to display items that are In Stock; Excluded from SOP; Batched Out and Posted.
This selection should display the serial tracked items that currently make up your physical stock.
The Status for each line shows as In.
Because the filter includes Batched Out stock, i.e. stock items that have been included in a Sales Order in the batch, some of the Serial numbers that you consider to be Out will have a status of In.
These items will also have a Batched status of B.
Expand one of these lines by clicking on the blue arrowhead at the start of the line. You will see there are two detail lines; one being the movement In, the other being the currently batched movement Out.
If you change the Filter options to display Not In Stock and Posted, you will see that transactions that have been completely processed have a status of Out. When these lines are expanded there are two detail lines; one being the movement In, the other being the movement Out.
If you want to see the stock that is currently in the batch but not yet in stock, change the Filter options to display Not In Stock and Batched In.
Details
Expanding a Serial Number entry, by clicking on the blue arrowhead at the start of the line, will display the Date each Serial Number was moved into Stock and the Supplier Account Code, if relevant.
If a Serial Number is no longer in Stock the list will show the Date it was moved out and the Account Code of the Customer who has bought it, if relevant.
Right clicking on a Serial Number in the list enables you to View and Edit the details for that Serial Number.
Serial numbers have a maximum of 40 characters.
Edit Allows you to enter or change the Lot Number, Sort Key and Renew Date if no Movements Out have taken place.
Sort Key Allows sorting and sub-totalling on reports, so that Serial Numbers can be grouped together.
Renew Date This can be used to help trigger reports.
Exclude from SOP
This flag, can also be set on the Serial Number entry window, when entering or editing SOP and POP Credit Notes or Stock Movements (in).
If ticked, will prevent this Serial Number from being sold in SOP Orders.
Sub Analysis You can see at a glance the Sub Analysis associated with this item.
Date 1, 2 and 3, can be used as you wish.
Notes Displays the notes for this Serial Number.
Entering Serial Numbers
Serial Numbers, and their Sub Analysis if relevant, are normally entered on the Detail lines of Purchase Orders
Serial numbers have a maximum of 40 characters. If the complete serial number is not visible, hovering the mouse pointer over the serial number field will display the number below the field.
Transaction Options enable you to leave these fields empty until the details are known.
Allow Sub Analysis field to be left empty
Allow Serial No. field to be left empty
If deliveries of Serial Tracked Stock occur before the Serial Numbers are known, the Purchase Order Detail lines will be held in the batch queue until these numbers can be entered.
When the Serial Numbers are added to the order, the completed details will be used to generate Movement (In) transactions for the Stock Control Module.
You will then be able to issue the serial numbered stock items.