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.