PROCEDURES FOR SERIALIZED INVENTORY Maintenance Setup:

1. Select: Inventory Menu
2. File Maintenance
20. Inventory Master Maintenance

For each inventory item that you wish to keep serial numbers for, you must answer "Y"es to the "serial #:" flag that is found within the "M"iscellaneous option at the bottom of the screen.

2. Within your company menu, type the word ".SETUP". This will display a Miscellaneous Main Menu.
Select: 6. Parameter Maintenance
26. S/O Parameter Maintenance

Answer the three serial inventory questions accordingly:

Update Serial Inventory? If you wish to keep a strict method of tracking serial item numbers, then you should answer "Y"es to this question. This would only permit the entry of valid serial numbers and will cross reference these numbers to those being maintained in the Serial Item Maintenance file (explained later). If you wish to merely allow entry of a serial number but not have the system validate it, then answer "N"o to this question, thereby not cross referencing this number to the Serial Item Maintenance file. Require Serial # Entry? When entering a Sales Order line for an item that has been flagged as a serialized one (as mentioned in step 1), if you wish the system to require that a serial number be entered, answer "Y"es to this question. This would force the clerk to enter a serial item number. If you answer "N"o to this question, then the clerk may simply <enter> past the serial # prompt.

Note: The above two questions work together and should be answered to complement each other. For example, if you are going to keep a strict method of tracking serial item numbers, then you must also require that a serial number be entered when prompted.

Print Serial #'s on Invoice? If you wish to have the serial number print on the
customer's invoice, then answer "Y"es to this question.
3. Select: Inventory Menu
11. Serialized Inventory
20. Serial Item Maintenance

Enter the serial numbers for the quantities of each inventory item that you have flagged as a serialized item. You may enter one serial number for each quantity of one, or you may enter a lot number for items that are serialized/numbered in quantities of more than one.

4. Select: 22. Relink Serial Items
This function is similar to the other rebuild functions that are within your system and
must be run to reorganize serial numbers and also to delete serial numbers that
have a zero quantity.

5. Within Sales Order entry, as a serialized item number is entered on a line, the system will prompt for a serial number for it. Depending on the decisions that were made for the questions mentioned above in the parameter, the system will either
insist on a valid serial number or allow entry of any number to continue. This serial number will also print on the invoice if selected.

6. When serialized items are received within Purchase Orders, you must then enter the serial numbers and quantities within Serial Item Maintenance before you are allowed to sell those numbers.