Review Tag and Tracking Information
Explanation
Use this activity to review tags with serial information. Tag information can have been created in the following
ways:
- Tag numbers can be manually assigned on items and without serial information. Tags without serial information
will be created as functional objects, once copied to Equipment.
- Tags with serial information can be automatically created on items. This happens if the serials have been
reserved on items and once purchase order or shop order is fully processed, and serials are received into
inventory.Tags with serial information will be created as serial objects, once copied to Equipment.
- Tags with serial information can also be manually created on items if the part on project deliverable item,
is defined to only manage After Delivery Serial Tracking. In this situation, all other serial
tracking options are disabled.
Prerequisites
All the following must have been done:
- Serial information must have been created, as described here.
- Purchase order or shop order must have been fully processed.
- Serials must have been received into inventory.
- Issue material enables serial objects to be created, once copied to Equipment. Material can be issued in one
of the following ways:
- Issued to a shop order .
- Issued to a shipment.
- Issued as misc part demand on a project activity.
- Issued to a work order.
- Deliverables must have been set to complete status:
- Manually entering of tag information is allowed, once item status is set to
Completed.
- Serial information in Project Deliverables Installation/Tags is shown,
once item status is set to Completed.
System Effects
The following system effects are valid:
- Tags with serial information in Project Deliverables Installation/Tags tab are
created, once the material is received into inventory.
- Tags with serial information are show in tags tab, once item status is set to
Completed.
- Manually assigning tags on items can done, once tags are defined on project deliverable definition and if
item status is set to Completed.
- It's only possible to assign a tag one time. Already assigned tags disappear from the List of
Values.
- Tags without serials information enables functional objects to be created.
- Tags with serial information enables serial objects to be created, once the material is issued.