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.