The Serialized Inventory programs are designed to automatically insert records into the Serial Master file. The records are created either when the items are received into inventory or as the items are invoiced to a customer depending on the configuration of the system (please see the Serialized Inventory Configuration Guide for more information about configuration options). Operators should not normally need to create new serialized inventory records from within the Serial Master Screen, but the option to do so does exist. The operators ability to insert serialized inventory records into the system from within the Serial Master Screen is based on the operators security level and the setting of various control parameters in the System Control file (please see the Serialized Inventory Configuration Guide for more information about the System Control file). The following procedures are followed in order to insert a new serialized inventory record into the system.
Select the Serial Master Lookup program from the menu and press the INSERT key. Once the INSERT key is pressed, the system displays the Inventory Item Lookup window. The Inventory Item Lookup window is used to select the inventory item that is to have the new serial number assigned to it. The Inventory Item Lookup screen also allows the operator to access additional information about the inventory items which are being displayed.
Select (highlight) the inventory item to be serialized from within the Inventory Item Lookup window and press the ENTER key. The system then displays the Serial Master Information screen.
Enter the information associated with the serialized item into the Serial Master Information screen. The Serial Master Information screen allows the operator to enter the detailed information associated with the new serialized inventory record. The Serial Master Information screen also allows the user to call up the Company Master Lookup window and the Shipto Master Lookup window. The Company Master Lookup window may be used to assign the Vendor, Sold To, Owner, and or Location associated with the new serialized inventory record. The Shipto Lookup window may be used to assign the Owner and or the Location of the serialized item. (Detailed descriptions of the Serial Master Information screen and the Company Master and Shipto Master Lookup windows may be found in the documentation for the Serial Master program.
After the operator has input the detailed information for the new serialized inventory record, the operator presses the SAVE key to save the record. As the record is saved, the system updates the Serial Master file with the information about the new serialized item and it creates a Serial History record to indicate how the new Serial Master record was created. The system then returns the operator to the Serial Master Lookup screen.