Register Receipt of Parts With Serial- and/or Lot/Batch Number
Explanation
At times, you might need to enter receipts manually without purchase orders
or shop orders. If parts are set to use serial-tracking at receipt and issue, or serial-tracking
in inventory, serial numbers are
entered or generated using the dialog that appears when you save the part
information. An important point to
make is that, if numbers have been reserved in advance, these are used first. Otherwise,
the first higher available number is used. This means that if, for instance, the numbers
1, 24, and 56 are used in a serial number sequence, 57 will be the first higher available
number. In addition, when serial numbering is set to automatic, alphanumerical serial
numbers are not allowed. The automatic lot/batch numbering is based on order number and
will not work when you enter receipt of parts.
Create number sequence for serial parts:
- For automatic numbering:
If you are using the serial number for the part, the
Serial No dialog
appears. Since you are using automatic numbering of the part, you already
have a suggestion for the serial number(s). If it is satisfactory, select
OK. Otherwise, you can edit the suggestion and select OK. You also can
select Clear and Sequence. If you choose to do so, another dialog
appears where you can enter a sequence of numbers. Note that alphanumerical
(e.g., IFS1200) serial numbers are not allowed when the numbering is
automatic.
For manual numbering:
If you are using a serial number for the part, the
Serial No dialog
appears. Select New and enter the serial number(s). You can also select
Sequence. If you choose to do so, another dialog will appear where you
can enter a sequence of numbers.
- You have four possible number sequences:
Sequence: Select New and enter your sequence in the From Serial No and the
To Serial No fields. You can select preview to get an example view.
Sequence with prefix: Select Prefix and enter your prefix, e.g., 100.
Enter your sequence in the From Serial No and the To Serial No
fields. You can click Preview to view an example.
Sequence with suffix: Select Suffix and enter your suffix, e.g., 1999.
Enter your sequence in the From Serial No and the To Serial No
fields. You can click Preview to view an example.
Sequence with a combination of prefix and suffix: Select and enter prefix
and suffix. Enter your sequence in the From Serial No and the To Serial No
columns. You can click Preview to view an example.
Padding: Additionally, you can use the padding function if you want to generate a sequence with zeros added to the beginning of each serial number up to the total defined length.
e.g., if you have set the length in the Set Length field as 4, your result for the serial number 1 will be 0001. Padding will be added after the prefix. E.g. if prefix is XX,
the serial will be XX0001.
- Click OK when completed.
Prerequisites
- The part cannot be locked for counting.
- An inventory value must have been specified for the part (unless there is an override
cost in the inventory part register or the part has
Company Rental Asset ownership).
- The part cannot be a blow-through or a phantom part (planning method T, O, or K).
- The inventory location type must be picking, floor stock, or production
line.
- The appropriate location and location group must have been entered in IFS/Inventory,
Inventory Locations.
- The serial-handled and/or lot/batch-handled part is entered in IFS/Inventory,
Inventory
Part.
- To be able to use the serial number and/or lot/batch number functionality, you need to activate it
in the
Part
page.
- When the
Define Cost Structure
dialog opens up, to get the suggested cost structure displayed by
default, you must not have enabled the Get Cost Detail Defaults Manually
option on the Site/Warehouse Management
section.
- To define the cost structure with
cost sources, posting cost groups, and OH (overhead) accounting years, you must have
set up the basic data in cost details in
Cost Details Basic Data.
- The ownership type of the parts must be Company
Owned or Company Rental Asset.
System Effects
- The part with serial tracking in inventory is entered as received into stock with serial- and/or lot/batch
number.
-
An inventory part that is serial tracked at receipt and issue, but not
serial tracked in
inventory, is entered as received into stock without the serial
number.
-
A lot/batch tracked inventory part is entered as received into stock with
the
lot/batch number.