Creating and modifying serial numbers or batch numbers
Menu paths
Introduction
This page allows you to create, modify, and delete serial numbers. The descriptions in this document are also applicable when you are creating, modifying, and deleting batch numbers.
Roles and rights
To create, modify, or delete serial numbers or batch numbers, function right 21 – Maintain Item (serial) numbers is required. Users with the Item number assigner role have this function right.
Notes:
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For more details on function rights, go to System à Setup à Security à Function rights.
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For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 251.
How do I create serial numbers or batch numbers?
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On the respective search pages, define the search criteria, and then click Show.
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Click New, and then define the fields.
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Click Save, and then Close to exit.
How do I edit serial numbers or batch numbers?
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On the respective search pages, define the search criteria, and then click Show.
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Click the relevant serial number in the Serial number column. Similarly, click the relevant batch number in the Batch number column.
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Make the changes.
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Click Save, and then Close to exit.
How do I delete serial numbers or batch numbers?
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On the respective search pages, define the search criteria, and then click Show.
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Click the relevant serial number in the Serial number column. Similarly, click the relevant batch number in the Batch number column.
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Click Delete. You will see a message requesting confirmation on the deletion of the serial number or batch number.
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Click OK to confirm the deletion.
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Click Save, and then Close to exit.
Buttons
Save
Click this to save the serial number or batch number information.
Save + New
Click this to save the serial number or batch number information and create another serial number or batch number.
Note: This button is available only if you are creating another serial number or batch number.
Delete
Click this to delete the serial number or batch number.
Note: This button is available only if you are modifying an existing serial number or batch number.
Actions
Click this to perform actions to change critical serial number or batch number information, for example recoding serial numbers or batch numbers and merging serial numbers or batch numbers. For more information, see Performing actions on serial numbers or batch numbers.
Close
Click this to exit.
Fields
Serial number or Batch number section
Item
Select an item for which you want to create the serial number or batch number. This information is mandatory. If you are modifying a serial number or batch number, you can click the item name to view and modify the item information.
Number
Type a unique alphanumeric code to identify the serial number or batch number that you want to create. You can type up to 20 characters. This information is mandatory. If you are modifying a serial number or batch number, this information cannot be edited.
Batch: Number
Type a serial number to identify which batch it originated from (a batch of items produced, assembled, or purchased). For example, serial number MAS005689 is from a batch of items with batch number 1256. You can type up to 10 digits. By default the batch number is “1”. This information is mandatory.
Note: This field is only available when you are modifying an existing serial number.
Description
Type a description for the serial number or batch number. You can type up to 60 characters.
Division
Select a division for the serial number or batch number. By default, the division displayed is the division of the user that is currently logged in. This information is mandatory. For more information, see Creating and modifying divisions.
Quantity
Type the quantity of the batch size for the batch item.
Note: This field is available only when you are creating or modifying batch numbers.
Country
Select a country where the serial number or batch number is registered. By default, the country displayed is the country where the division is located. This information is mandatory.
Blocked
Select this check box to block the serial number or batch number from being used in item transactions.
Start date
Select a date starting from which the serial number or batch number is available for use. By default, the current date is displayed. This information is mandatory.
End date
Select an end date starting from which the serial number or batch number is not available for use.
Document
Select a file to attach to the serial number or batch number.
Account
Select an account to link the serial number or batch number to the customer account.
Monitor section
Note: You will only see this section if you are modifying an existing serial number or batch number.
Planning
Click this to view the planning for the serial number or batch number item.
Transactions
Click this to view the financial entries that involve the serial number or batch number item.
Workflow
Click this to view the requests that are currently linked to the serial number or batch number. For more information, see Overview of workflow and requests.
Documents
Click this to view the documents that are currently linked to the serial number or batch number. For more information, see Viewing recent documents.
Service activities
Click this to view the service activities that are linked to the serial number or batch number. For more information, see Overview of service activities for Service management.
Service contracts
Click this to view the service contracts with the service configurations that are linked to the serial number or batch number. For more information, see Searching for service contracts for Service management.
Purchase section
Purchase price
Type the purchase price per unit and select a currency for the serial item.
Supplier
Select an account to specify the supplier of the serial item.
Planning - Recent section
Note: You will only see this section if you are modifying an existing serial number or batch number.
This section displays the requests that the serial number or batch number is linked to. The Person column lists the people with requests linked to the serial number or batch number. Click the name of the person to view the person card. Click the request description under the Description column to view the request linked to the serial number or batch number.
Free fields section
The free fields available depend on the free fields defined for the assortment of this serial item. For more information on defining free fields for a serial number or batch number, see Creating and modifying assortments.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.562.523 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
02-11-2012 |
| Release: |
|
Attachment: |
|
| Disclaimer |