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  13. Enter a sales order...

Enter a sales order with serial numbers

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Prerequisites
To enter or update serial numbers for a sales order line, you need the following:

  • Item under serial number tracking control
  • The Update stock on hand field must be set to YES for the sales order type used on the order in the Sales order type table.
  • Sales order type must indicate no printout of pick list in the Sales order type table. Note: All sales order types are valid except for Back-to-Back (BtB) purchase orders. Serial numbers are never manually entered on a BtB sales order. They will be copied from the BtB purchase order at Reception note confirmation.

To enter or update serial numbers for a sales order line do as follows:

  1. Repeat step 1 through 3 in Manually enter a sales order, but use an order type for which no pick list should be printed.
  2. From the Order lines there are three ways to access the Serial number entry panel:
    1. If the sales order type indicates no printout of pick list, you will automatically access the Serial number entry panel if you enter a serial number tracking controlled item on the sales order line.
    2. If serial numbers already exist for the order line and you change the order quantity, you will access the Serial number entry panel, where you have the possibility to either remove serial numbers or add new.
    3. Click the appropriate function key on the Order line, main info panel. This function key is only available if serial numbers already exist for the order line.

    For the purpose of this example, enter the item code of a serial number item and a quantity. Click OK.

  3. You access Serial number entry.

    4. Add serial numbers
    The number of input fields on this panel corresponds to the order line quantity. You have the following options:

    • Enter serial numbers manually and click OK. The system checks that serial numbers for the entire order line quantity are entered. Go to step 5.
    • If serial numbers exist on this panel, you can enter any character in the field after the serial number and click Text to view any text connected to that serial number.
    • If this panel is displayed after you have changed the order line quantity on the Order line, main info panel in step 2 above, do as follows:
      • Add new serial numbers if you have increased the quantity.
      • Mark serial numbers for deletion if you have decreased the quantity.
    • You can click Select serial numbers to view and select available serial numbers for the actual item.

    For the purpose of this example, click Select serial numbers to view all existing serial numbers.

  4. You access Serial number entry.

    5. Select serial number
    This panel lists all available serial numbers for the item in the actual warehouse. Mark as many as you want, but not more than the quantity displayed in the Qty (to add) field, and click OK.

  5. You return to the Serial number entry panel.

    6. To end serial number entry, choose one of the following:

    • Click OK to confirm. Serial numbers for the entire order line quantity must have been entered (i.e. Qty (to add)/Qty (to del), in the upper right corner of the panel, must be zero).
    • Click Back to return to previous panel (i.e. Order line entry or Order line maintenance). The system will automatically prompt the Serial number entry again if you try to update the order line, for a sales order type which indicates no printout of pick list, and serial numbers for the entire order line quantity are not entered.
      Note: If you click Back from the Serial number entry panel (which was prompted automatically after entering a new sales order line), all entered serial numbers will be lost and the system will return to panel Order line entry.

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