Serialized Inventory can be put On Order or Sold in Service Manager.

Site Equipment can be "auto created" from the sale of those Serialized Items.

An Audit Record is added to the Serialized Inventory Master file when a Service Manager Equipment record is created from a Serialized Item sold in a Job or Sale Document.

Before commencing it is important to ensure that the Item or Items being selected are set to track Serial Numbers in Inventory Control.

It is also important that these Items have been receipted into stock and that during the receipt process Serialized Inventory was used to add serial numbers to each Item. It is also important that the Serialized Inventory Periodic Processing program, Process Receipts has been run. This will update the Serialized Inventory tables with the newly receipted Serial Numbers from the Receipt processed in Purchase Orders or Inventory Control (i.e., whichever is applicable).

Insert an Item that tracks Serial Numbers onto a Document in Service Manager. Tick the Track Serial Nos. check box.

Enter the Supply Quantity to be shipped on the Billing tab. Next click the Serial Nos. tab. If Sage 300 Serialized Inventory is installed, the Serialized Inventory check box will be shown. This will be ticked by default.

Click [Select] to display Serial Numbers from the Sage 300 Serialized Inventory tables.

To pick a Serial Number and add it to the To list, highlight the Serial Number and then click [Include->] or double-click the Serial Number. To remove a Serial Number and return it to the From list, highlight the Serial Number and then click [<-Exclude] or double-click the Serial Number.

Click [Accept] to add the Serial Number(s) to the Service Manager Item detail line.

Remember to insert exactly the same number of Serial Numbers as specified in the Supply Quantity field on the Billing tab, or if using a Cost Only entry, on the Costs tab.

Note: As soon as you accept a Serial Number from the Serialized Inventory tables, it is marked as Unavailable and is placed into the temporary clearing table in Serialized Inventory.

As soon as the Document is saved, the Serial Number is put On Order in Serialized Inventory and the temporary clearing record in Serialized Inventory is removed.

If the Serial Number is later deleted prior to posting, the Serial Number is put back into Serialized Inventory and marked as Available when the Document is saved.

 

These last three processes are performed real time.

Post an Invoice by clicking the Post toolbar icon in Document Entry. When the Item line is posted on the Document, the Serial Number in Serialized Inventory is marked as Sold.

If the Auto Create Equipment from Serial Numbers check box is ticked in Document Entry (Tools » Options » General tab), the Auto Create Equipment program will load at the conclusion of the posting process. Refer to the Auto Create Equipment section in the Service Manager User Guide for additional information.

A Site Equipment record can then be Posted and created in Service Manager using that Serial Number.