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Generate Work Order Serial Numbers

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Article

Overview
 

When the Item Number of the Parent Item (or Assembly) that will be produced on the Work Order is a serialized item, the "Generate Serials" button is visible on the Work Order Header. Also, the Serial Number Tab will be displayed in the Related Lists section.


Navigation
 

Work Order > Work Order Header > Generate Serials Button
 

Processing

 

By Clicking the Generate Serials action button, the item serial number can be generated. It remains visible after serial entries have been created but before serial numbers have been assigned. Once all serial entries have been assigned serial numbers, the Generate Serials button will no longer be displayed.


note25 (1).png  NOTE  The Generate Serials button will not be available on Work Orders with Planned status.

 

 

The Generate Serials popup window displays the following fields:

 

Qty Required: The total number of serials needed.

 

Qty Created: The number of serial entries that have been generated.

 

Qty Remaining: The number of serials still needed to meet the required quantity.

 

Qty Assigned: The number of serials that have been assigned serial numbers (this field appears only when Qty Created is greater than 0).

 

Qty Blank: The number of serial entries that have not yet been assigned serial numbers.

 

Assign to Existing Serials:  This checkbox appears in the Generate Serials window when the Serial Entry Type is either Manual Serial Entry or Generate Serials. It controls whether newly entered or generated serial numbers are assigned to existing blank serials.

 

            • Checked (TRUE) when Qty Blank is greater than 0.

            • Disabled when either Qty Remaining = 0 or Qty Blank = 0.

            • When checked, serial numbers will first be assigned to existing Work Order Serials with no value (blank), and any remaining serial numbers will result in new Work Order Serial records being created.

 

Serial Entry Type:  Defines the method used to create and assign serial numbers for work order items requiring serialization. The following entry types are available:

 

Manual Serial Entry: Users manually input specific serial numbers.

 

Generate Serials: The system automatically generates a sequence of serial numbers based on the user-specified Start # and End #. If the Assign to Existing Serials checkbox is checked, the maximum number of serials that can be generated is equal to the sum of Qty Remaining and Qty Blank, since the system will first assign serial numbers to any existing blank serials before creating new ones. If the checkbox is unchecked, the system will generate up to Qty Remaining only, ignoring blank serials.

 

Create Blank Serials: Creates placeholder serial entries without assigning serial numbers. This option is only available when Qty Remaining is greater than 0.

 

 

 


SEE ALSO


Work Order Actions
Work Order Related Lists
Work Order Header Information
Work Order Overview
Work Order Serial Master
Work Order Component Serial

Settings
Generate Work Order Serial Numbers
Generate-Work-Order-Serial-Numbers

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