Create New Serial from Inventory
Explanation
This activity is used to create a new serial. All the serials received into
inventory, which are not defined as serials belonging to either IFS/Fleet &
Asset Management or IFS Maintenance, can be defined as a IFS/Fleet & Asset
Management serial in the
Serials from Inventory
page.
When you enter a serial number, you have to enter values that will update
the Part Serial
page with information on the new serial.
All access groups assigned to the serial part can be viewed on the
Manage Serial
Structure/Access tab. If the serial is access controlled, only the
users assigned to the access groups that have the Has Access field enabled
can view and update information on the serial. When a new serial is created,
the following will occur in relation to the Access Control feature:
- The serial will receive the access groups assigned to the template structure
to which the serial belongs.
- If the new serial is defined within a structure, the serial will inherit
the serial access groups from the topmost serial of the structure. If the
serial is not installed in a structure, it will receive access defined for
the part number and revision of the serial.
- If the parent of the new serial does not have a serial number, the
serial will inherit the access from the nearest parent that has a serial
number in the structure. If the parent parts in the structure does not have
a serial number, the serial will inherit the access defined for the part
number and revision of the serial.
To create a new IFS/Fleet & Asset Management serial from the serials
that are received into inventory, open the
Serials from Inventory
page and search for the part number for which you want to create a serial. Select
the row and then click New Serial. The
New Serial from Inventory
dialog will open. You can enter below details in the dialog.
- Enter a part revision. Optionally, you can enter a maintenance program
if an active maintenance program exists for the selected serial. When a
maintenance program is entered, the maintenance program revision and the
maintenance program description appear automatically. Remove the default
maintenance group if you want to view all the maintenance programs in the
drop-down regardless of the maintenance group.
- Default workshop ID will be displayed automatically when the dialog
is opened. You can select a different workshop in needed. Enable the
Set Out Of Operation option if you want the created serial to be set
out of operation. When a serial is created, the operational condition will
be set to Planned For Operation by default.
- You can enter a manufacturer number and the manufacturer part number
for the selected serial. Enter the current location of the selected serial.
The default location ID will appear automatically when the dialog is opened.
- Select an ownership for the serial. This field cannot be updated for
serials in the Part
Serial page. You can enter an Owner Organization, if the selected
serial is a vehicle part. Also, enter the ID of the vehicle part.
To update the access groups for the newly created serial, open the
Manage Serial Structure
page and search for the part serial number you created. Click the
Access tab. All the access groups inherited
by the selected serial will appear on this tab. The Has Access field
will be enabled for the access groups that currently have access to the serial.
To either enable or disable the Has Access option, the following options
must be used,
- Revoke Access Group For Serial - Select this option if you want
to disable the Has Access option, and thereby deny access to the
new serial by the selected access group.
- Grant Access Group for Serial - Select this option if you want
to enable the Has Access option, and thereby grant access to the
new serial by the selected access group.
Note: The data on this tab can only be updated for the serials that
are disconnected from a structure, and for the topmost serial of a structure.
Prerequisites
- The serial part number must be defined as a Fleet & Asset Management
serial part.
- The new serial must be received into inventory and should not exist
as a Fleet & Asset Management serial or equipment object.
- The new definition of the serial in the
Part Serial
page, must have the value In Inventory for the current position,
and the Engineering Part Revision field must have a valid value defined.
System Effects
- New serials will be ready to use in serial structures. Before the serial
can be installed in a structure it must be issued from inventory.
- All access rights defined for the selected serial will be updated on
the Manage
Serial Structure/Access tab.
- Serials that do not have defined access groups can be viewed by all
users.
- The access rights for the serial can be updated by using the relevant
menu options in the
Manage Serial Structure/Access tab.