Assign Tag Numbers on Items

Explanation

Use this activity to assign tag and serial information on project deliverable items.

Prerequisites

Manually assigning tags without serial information:

• Tag numbers must have been defined on project deliverable definition, as described here: Define Tag Numbers on Project Deliverables Definition.
• Deliverables item must have been completed, as described here: Complete Project Deliverables.

Lines automatically created and added with serial information when material is received.

• Lines in Project Deliverable Navigator/Tags tab can be automatically created and added with serial information, only if the part on project deliverable item, is defined to manage serial tracking, as described here: Enable Part for Serial Tracking.
• Lines in Project Deliverable Navigator/Tags tab can be automatically created when serials have been reserved on planning items. These tag numbers are created when the material is received. Information about how to reserve serials is found here: Manage Serial Reservation.
• The status completed must have been set on deliverables items as described here: Complete Project Deliverables.

Lines manually created and added with serial information, after material is received:

• Lines in Project Deliverable Navigator/Tags tab can only be manually created with serial information, if the part on project deliverable item, is defined to only manage After Delivery Serial Tracking, as described here: Enable Part for Serial Tracking. All other serial tracking options are disabled.
• Material must be fully received.
• Status completed must have been set on project deliverable items as described here: Complete Project Deliverables.

System Effects

A tag number can only be used one time. Already assigned tag numbers will disappear from the tag number List of Values.

Items with lines in Project Deliverable Navigator/Tags tab can be copied to the Equipment by using option in Project Deliverable Navigator/General tab.

Documents added on lines in in Project Deliverable Navigator/Tags tab will be copied to the object in Equipment.

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverables Navigator/Tags

Procedure

Assign tags without serial information:

1. Open the Project Deliverable Navigator/Tags tab.
2. Create a new record.
3. Open List of Values for Optional, enter values for the Tag No field.
4. Select a tag number and save the record.
5. Continue and add more tag numbers if required. It's possible to add the same amount of tag numbers as defined by the required quantity.
6. Tags can be reviewed as described here: Review Tag and Tracking Information and copied to Equipment, as described here: Copy Deliverables Structure to Equipment.

Lines automatically created and added with serial information when material is received:

1. Open Project Deliverable Navigator window.
2. Select an item where the value in Material Status field is Fully Received. The Material Status field is found in Project Deliverable Navigator/General tab.
3. Open the Project Deliverable Navigator/Tags tab.
4. Notice how lines have been added with serial information.
5. Optionally, add a tag number in Tag No field, as described above.
6. Tags can be reviewed as described here: Review Tag and Tracking Information and copied to Equipment, as described here: Copy Deliverables Structure to Equipment.

Lines manually created and added with serial information after material is received:

1. Open Project Deliverable Navigator window.
2. Select an item where the value in Material Status field is Fully Received. The Material Status field is found in Project Deliverable Navigator/General tab.
3. Open the Project Deliverable Navigator/General tab.
4. Right-click and click Tracking.
5. In the Tracking window, right-click and click Set Serials.
6. Add serials and click OK.
7. Open the Project Deliverable Navigator/Tags tab.
8. Notice that lines have been added with serial information.
9. Optionally, add a tag number in Tag No field, as described above.
10. Tags can be reviewed as described here: Review Tag and Tracking Information and copied to Equipment, as described here: Copy Deliverables Structure to Equipment.

Note: Tags can also be removed by using the right-menu option Reset Serials in the Tracking window.

Optionally, add documents on lines in Project Deliverable Navigator/Tags tab:

1.  Open Project Deliverable Navigator/Tags tab.
2. Select a line and open Attachments panel.
3. Select Documents.
4. Add documents by using New or Attach buttons. It's also possible to right-click and click New or Attach.

Note: Documents added on lines in in Project Deliverable Navigator/Tags tab will be copied to the object in Equipment.