How To: Changing a Serial Number (03-31-02)

Overview

This tutorial describes how to change the information for an existing serial number.

Step-by-Step

Click image to enlarge.

1. In the ‘Item #’ field, enter the item number that you are changing.

2. In the ‘Serial #’ field, enter the serial number for the item. The serial number information appears.

3. Make the necessary changes to the following fields:
Branch

Select the branch where this serial number is currently located.

NOTE: If a Serial Maintenance password has been set up in Serial # Preferences (03-31-90), the password must be entered before changes will be allowed to this field.

NOTE: If the entered branch is a locator branch, the item must be locator exempt (‘Y’ in the ‘Loc Exemp Flg’ field of Inventory Master File Inq/Maint (03-01). If the item is not locator exempt, an error message appears and the prompt returns to the ‘Branch’ field.

Location

Use this field to describe where the serial number can be found in your store or warehouse (optional). This is defined by your company.

NOTE: If you are using Inventory Locator with B-Flag serial numbers, and the serial number is at a locator branch, enter the location (locator number) in this field. Contact Tyler for more information.

Condition
Enter a condition for this serial number (optional). The use of this field should be determined by your company.
Status
Enter the status for this serial number (optional). The use of this field should be determined by your company. For example, you could enter “F” for Floor Model or “R” for Reserved.
Maturity Date
This field is used with floor plan items. Enter the date that this serial number must be paid for in MMDDYY format (optional).
Pay To Vendor
Enter the Pay To Vendor (optional).
• This field is used to help track floor plan items and will be modified by P/O – A/P Audit/Update (04-21) for serial number s received through the Purchase Order application.
AP Reference #
Enter the Accounts Payable invoice number that was used when this serial number was purchased (optional).
• This field is used to help track floor plan items and will be modified by P/O – A/P Audit/Update (04-21) for serial numbers received through the Purchase Order application.
PO Cost
Enter the PO Cost for the serial number (optional).
• The ‘Last PO Cost’ from Inventory Master File Inq/Maint (03-01) appears by default.
Reference #
Enter a reference number for the receipt of the purchase order (optional).
Date
The Received Date is the date that the serial number was received into the system (on a purchase order, inventory adjustment, etc). The Start of Day date appears by default; change it if necessary.
In Ref #

Enter the reference number that was used to record entry of the serial number into the system. (optional).

• This field contains the document number that originally added the serial number to the system.

IMPORTANT: Caution should be used when changing this field, as tracking the movement for the serial number will be difficult if the field has been modified.

In Date
Enter the date that the serial number was entered into the system (optional).
• This date is passed from POS Entry (02-02) if the item is returned or from Receipts & Adjustments Entry (03-10-01) if the item is adjusted in to the system.
Out Ref #
Enter the date that the serial number left the system.
Out Date

Enter the date that the serial number left the system.

This date is passed from POS Entry (02-02) if the item is returned or from Receipts & Adjustments Entry (03-10-01) if the item is adjusted in to the system.

IMPORTANT: The information in the above two fields marks the merchandise as sold and makes this serial number unavailable for sale.

4. Click ‘Update’ to save the changes.