Re-serializing an Invoice

If serialized items are invoiced and the operator fails to enter the serial numbers of the items (or enters them incorrectly) during invoicing, the operator can re-serialize all of the serialized items on the invoice by selecting the Invoice Item Serialization program from the menu.  The following procedure clears the incorrect invoice information from the Serial Master and Serial History files and allows the operator to reprint the invoice with the corrected serial numbers.  Please note that if an invoice is re-serialized in this manner, the operator must re-enter the serial numbers of all serialized items on the invoice.

•      Determine the invoice number of the invoice to be re-serialized.

•      Select the Re-serialize Invoice Items program from the menu.

Enter the invoice number of the invoice to be re-serialized.  Once the operator enters an invoice number, the system displays a warning message informing the operator that the invoice has already been serialized.  At this point the operator may press the USER key to re-serialize the invoice, press the ESCAPE key to exit the program, or press any other key to return to the Inv# field.  To Re-serialize the invoice, the operator presses the USER key.  The system then displays a "Please Wait" message and clears the selected invoice number from the Serial Master and Serial History files.  Once the Serial Master and Serial History files have been properly updated, the Invoice Item Serialization screen is displayed and the operator is prompted to enter the serial numbers of the serialized items on the invoice.

Match the inventory item number being displayed in the Invoice Item Serialization screen with the package containing the item and input the first serial number using the keyboard or a bar code reading device.  As the operator enters each serial number, the system checks the Serial History and Serial Master files to make sure that the serial number entered is a valid serial number and that the serial number has not already been assigned.  The system will display a warning message if the serial number entered has already been sold or loaned out to a customer. 

Once the warning message is displayed, the operator may either press the USER key to override the warning and reassign the serial number, press the ESCAPE key to exit the program, or press any other key to enter a different serial number.  If the operator chooses to press the USER key and reassign the serial number, the Serial Master and Serial History records for that serial number are updated with the new invoice information.

Once the operator has re-entered the serial numbers for all of the serialized items on the selected invoice, the system returns the operator to the menu.  At this point the re-serialized invoice may be reprinted and the reprinted invoice will reflect the changes made with this program.

More:

Editing a Serial Master Record