Serial numbers

Overview

Serials are used within the ERP for tracking of devices.

Serial number is a sort of identification number of a particular device.

With the serial number, users can access calibration reports for a particular device. Serial numbers can also be used to track a particular product's stock transactions.

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Serials are usually connected to a product and/or to a license.

Create new serials

This actions required the "create serial" permissions.

Adding a new serial through the ERP is usually not necessary, as new TBD serials are automaticaly generated for work orders and can simply be renamed.

Serials can be added via the ERP "Add new serial number" form.

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When adding a new serial number into the system, only its serial number value is required.

When adding a new serial number, keep in mind that the system does not limit the adding of multiple serials with the same serial number. There can, however, not be more than a single serial with a particular serial number and a particular product type.

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Update existing serials

Delete serials

This action requires the "delete serial" permission.

Serials should, in most cases, not be deleted. The only exceptions are duplicates of existing serials. This happens when serials are create through different sources without all information.

 When this happens, both serials should be checked and their data synced (warranty, calibration intervals, file manager contents...)

After syncing all serial data, the serial with existing stock transactions should be retained,  while the duplicate can be deleted.

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Extend serial's warranty

By default, warranty is calculated automatically, based on fields on serials:

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Conditions, that apply are (warranty enabled):

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Warranty will turn off, when warranty due date passes or calibration was not done within N months from next calibration date (the N can be setup in ERP settings).

You can turn on warranty with warranty switch on serial's page. Be aware of automation explained in section below:

Warranty will turn off every night, if settings are not correctly set up (e.g. warranty due or next calibration is missing based on conditions above)

Calibration interval can be changed, if calibration is necessary more or less often. Zero mean 12 months.

Troubleshooting: duplicated serials

Occasionally, two serials with the same serial number are created in the ERP. 

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When this happens, the two serials must be compared. If one serial has some fields filled that the other does not, those fields have to be synced between the two serials. 

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Once all the information, present on the serials, is added on both serials, the "stock transactions" section has to be checked on both serials. 

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After all information has been synced, files in file manager should also be synced between the two serials, as files such as calibration reports, can pertain to either of the serials.

If, on inspection, one of the serials has stock transactions while the other does not, then the one without stock transactions can be deleted.

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Troubleshooting: Find serial stock source

This action requires the "View serials", "View lots" and "View stock transactions" permissions.

A serial's stock source needs to be identified for a variety of stock operations.

Serial's stock source usually refers to Goods receipts, Goods rebooks or Stock adjustments...

To find a serial's stock source, open the serial's details page and find its "Lot" field. Click the link icon, this will redirect you to Lot's details page. 

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On the lot's details page, open the "Stock transactions" section, this will load all transactions of this lot. Scroll to the first stock transaction. 

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