Reserve Serial Number

Explanation

Use this activity to reserve serial number for Purchase Order and Shop Order.

Prerequisites

A project deliverable item should have been created and defined with an inventory part of type Manufactured or Purchased:

The master part in Part Catalog should have been enabled with Inventory Serial Tracking option and After Delivery Serial Tracking option.

System Effects

• Inventory part of type Purchased enable serial numbers to be reserved during the purchase order process.
• Inventory part of type Manufactured enable serial numbers to be reserved during the shop order process.

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverables Navigator/Materials/Material Plans
Project Deliverables Navigator/Shop Order Plan/General
Project Deliverables Navigator/Purchase Order Plan/General

Procedure

Reserve serial number by using the Project Deliverables/Materials/Material Plans tab:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Click the Materials tab and then the Material Plans tab.
3. Select the part(s) you wish to reserve serial number(s).
4. Right-click and then click Reserve Serial No.
5. The Reserve Serials for Shop Order or Reserve Serials for Purchase Order dialog box will appear.
6. Type the serial number(s) for the part in the dialog box.
7. Click OK.

Reserve serial number by using Shop Order Plan/General tab or Purchase Order Plan/General tab:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Expand the structure and navigate to the Shop Order Plan or Purchase Order Plan of the part you wish to reserve serial number.
3. In the General tab, right-click and click Reserve Serial No.
4. The Reserve Serials for Shop Order or Reserve Serials for Purchase Order dialog box will appear.
5. Type the serial number(s) for the part in the dialog box.
6. Click OK.

Note! Serial and lot/batch information can be reviewed once fully processed by using purchase order or shop order, and material is received into inventory. How to review serial and lot/batch information is further described in the diagram Review and Manage Supply Request and the document Review Serial and Lot/Batch Information.