Reserve Serial Number
Explanation
Use this activity to reserve serial number for Purchase Order and Shop Order.
Prerequisites
A project deliverable item should have been created and defined with an
inventory part of type Manufactured or Purchased:
The master part in Part Catalog
should have been enabled with Inventory Serial Tracking option
and After Delivery Serial Tracking option.
System Effects
- Inventory part of type Purchased enable serial numbers
to be reserved during the purchase order process.
- Inventory part of type Manufactured enable serial
numbers to be reserved during the shop order process.
Window
Project Deliverables Navigator
Related Window Descriptions
Project Deliverables
Navigator/Materials/Material Plans
Project Deliverables Navigator/Shop Order Plan/General
Project Deliverables Navigator/Purchase Order Plan/General
Procedure
Reserve serial number by using the Project Deliverables/Materials/Material
Plans tab:
- Open the Project Deliverables Navigator window and populate it with
values.
- Click the Materials tab and then the Material
Plans
tab.
- Select the part(s) you wish to reserve serial number(s).
- Right-click and then click Reserve Serial No.
- The Reserve Serials for Shop Order or Reserve
Serials for Purchase Order dialog box will appear.
- Type the serial number(s) for the part in the dialog box.
- Click OK.
Reserve serial number by using Shop Order Plan/General tab or
Purchase Order Plan/General tab:
- Open the Project Deliverables Navigator window and populate it
with values.
- Expand the structure and navigate to the Shop Order Plan or
Purchase Order Plan of the part you wish to reserve serial number.
- In the General tab, right-click and click Reserve
Serial No.
- The Reserve Serials for Shop Order or Reserve Serials for
Purchase Order dialog box will appear.
- Type the serial number(s) for the part in the dialog box.
- Click OK.
Note! Serial and lot/batch information can be reviewed once
fully processed by using purchase order or shop order, and material is received into
inventory. How to review serial and lot/batch information is further described
in the diagram
Review
and Manage Supply Request and the document
Review Serial and
Lot/Batch Information.