Create New Serial from Inventory

Explanation

This activity is used to create a new serial. All the serials received into inventory, which are not defined as serials belonging to either IFS/Fleet & Asset Management or IFS Maintenance, can be defined as a Fleet & Asset Management serial in the Serials from Inventory window.

When you enter a serial number, you have to enter values that will update the Part Serial window with information on the new serial.

All access groups assigned to the serial part can be viewed on the Serial Structure Information/Access tab. If the serial is access controlled, only the users assigned to the access groups that have the Has Access check box selected can view and update information on the serial. When a new serial is created, the following will occur in relation to the Access Control feature:

• The serial will receive the access groups assigned to the template structure to which the serial belongs.
• If the new serial is defined within a structure, the serial will inherit the serial access groups from the topmost serial of the structure. If the serial is not installed in a structure, it will receive access defined for the part number and revision of the serial.
• If the parent of the new serial does not have a serial number, the serial will inherit the access from the nearest parent that has a serial number in the structure. If the parent parts in the structure does not have a serial number, the serial will inherit the access defined for the part number and revision of the serial.

Prerequisites

• The serial part number must be defined as a Fleet & Asset Management serial part.
• The new serial must be received into inventory and should not exist as a Fleet & Asset Management serial or equipment object.
• The new definition of the serial in the Part Serial window, must have the value In Inventory for the current position, and the Eng Part Revision field must have a valid value defined.

System Effects

• New serials will be ready to use in serial structures. Before the serial can be installed in a structure it must be issued from inventory.
• All access rights defined for the selected serial will be updated on the Serial Structure Information/Access tab.
• Serials that do not have defined access groups can be viewed by all users.
• The access rights for the serial can be updated by using the relevant menu options in the Serial Structure Information/Access tab.

Window

Serials from Inventory

Related Window Descriptions

Serials from Inventory
Serial Structure Information  
Serial Structures 
Serial Structure Information/Access 

Procedure

To create a new Fleet & Asset Management serial from the serials that are received into inventory:

1. Open the Serials from Inventory window. Populate (F2) or query (F3) for the part number for which you want to create a serial.
2. Select the row, right-click and then click Create Serial. The Create Serial from Inventory dialog box will open.
3. Enter a value in the Part Revision field. Click List to select a value.
4. Optionally, if an active maintenance program exists for the selected serial, you can enter a value in the Maint Program ID field. Click List to select a value. When a value is entered in this field, the values for Maint Program Revision and the Maint Program Description fields appear automatically. To view all the maintenance programs regardless of the maintenance group in the List of Values, remove the default value in the Maint Group field before selecting a value in this field. 
5. In the Maint Group field, the default maintenance group will be displayed automatically. Click List to select a different maintenance group.
6. In the Workshop field the default workshop ID will be displayed automatically when the dialog box is opened. Click List to select a different workshop.
7. Select the Set Out Of Operation check box if you want the created serial to be set out of operation. When a serial is created, the operational condition will be set to Planned For Operation by default.
8. Enter the manufacturer number and the manufacturer part number for the selected serial. Enter values in the Manufacturer Number and the Manufacturer Part Number fields respectively. Click List to select suitable values.
9. Enter the current location of the selected serial in the Location Code field. The default location ID will appear automatically when the dialog box is opened. Click List to select a value.
10. Select a value from the Ownership list for the current ownership of the selected serial. This field cannot be updated for serials in the Part Serial window.
11. Enter a value in the Owner Org. field if the selected serial is a vehicle part. Also, enter the ID of the vehicle part in the Vehicle ID field.
12. Click OK. Select the record, right-click and then click Serial Structure Information to view/update the serial.

To update the access groups for the newly created serial:

1. Open the Serial Structure Information window, and query (F3) for the part serial number you created in the above procedure.
2. Click the Access tab. All the access groups inherited by the selected serial will appear on this tab. The Has Access check box will be selected for the access groups that currently have access to the serial.
3. To either select or clear the Has Access check box, the following menu options must be used,

• Revoke Access Group For Serial - Select this option if you want to clear the Has Access check box, and thereby deny access to the new serial by the selected access group.
• Grant Access Group for Serial - Select this option if you want to select the Has Access check box, and thereby grant access to the new serial by the selected access group.

Note: The data on this tab can only be updated for the serials that are disconnected from a structure, and for the topmost serial of a structure.