Serialized Inventory Processing – Importing Serial Numbers
This section describes how serial number information can be imported into the StreamV system from ASCII files during transaction processing. Serial numbers can be imported from file during the inventory receiving process, and as invoices and credit memos are issued. Serial numbers can also be imported into the system for items that are showing on hand in the system.
The applications in the StreamV system automatically prompt you for (or require entry of) serial number information during transaction processing. If the item being processed is a serialized item, the system will require you to enter the serial numbers of the specific items being processed.
The serial number being entered may be a new serial number that is not in the system (such as when you receive a serialized item for the first time), or it can be a serial number that already exists in the system (such as when you are invoicing a serialized item that was serialized at receipt). The system will validate each serial number being processed, using the Item Serial flag (serialized on receipt, serialized only on sale, or not serialized), and the serial information in the system (serial status, location).. In some cases, a serial record should exist already in the system and be available for sale, in other cases, the serial number should not be present, or it should show as sold
The serial numbers of the serialized items being processed can be entered into the system using a scanner, or a keyboard. There are also options in the system which allow you to import serial numbers from a CSV (comma separated value ) file, or a carriage return delimited ASCII file.
The serial number import options allow you to create new Serial Master records or to update existing Serial Master records. When Serial Master records are created, they are assigned to a specific warehouse location, and they are created with a status of I or “In Stock” (available for sale). If a serial record already exists for the item being processed, the system updates the status and other information in the serial record (such as the last sale date and last invoice number). As new Serial Master records are created, or existing serial records are updated, the system also creates a Serial History record, to document the activity for the serial number.
The system allows you to import serial number information during receipt, invoice and credit memo transaction processing, and it also allows you to import serial numbers for items that are already on hand (to deal with data conversion or error recovery situations).
More:
Importing Serial Numbers during Receiving
Importing Serial Numbers during
Invoicing and Credit Memo processing.