We have started serializing purchased parts as we receive them. We have a job that in the past had the parts received but now we want to put serial numbers on them for tracking. The PO has already been invoiced so we can’t undo the receipt.
I can’t seem to find a way to assign the serial numbers. Serial number assignment only opens the Shipping area, not the Receiving or Job areas of the form (the status is shipped and we can’t change it).
How can this be done?
If you have any existing inventory on these parts, you have to zero it out before you can set up Serial Tracking in Epicor, probably via Inventory Adjustment.
After that is completed, set your options in Site Configuration > Inventory > Serial Tracking.
Then, on the Part record for these parts, check the box that says “Track Serial Numbers”, and then click the button that says, “S/N Format”. Select the options in there on how the serial numbers should be formatted.
Now use the Inventory Adjustment program to put your existing inventory back into stock, adding Serial Numbers to them.
Now any PO Receipt for these parts will prompt you to add the serial numbers for the parts received.
These parts are NOT in inventory - they have been received straight to a job and are issued to that job. How do I put the serial numbers on issued material? It would be painful to remove them from the job into inventory, then put serial numbers on, then issue them back. Is there no better way?
No. There are transaction tables linked to the PartTrans table, as well as Serial numbers have their own transaction table. The inventory has to be out of the system before you can turn on the serialization. Then you’d have to do your adjustments and reissue them to the jobs.
I’ve done things like this before with DMT. It’s a pain, but it works.
you need to clear your WIP same way, i.e. i do not think that Epicor allow to assign SN to WIP started Material.
Hi Jeanne,
Yes you will need to do adjustments like Ernie and Doug mentioned. I think you could Undo receipt (delete it), apply serial number to part number in part record (make sure you do it on the site level too) and Redo receipt to job. I think this would work. My only concern is the outstanding PO with the part on it, but I think if it’s not received in yet, the system will let you do the switch-aroo (tech term) prior to receipt.
If that doesn’t work then you would need to pass it through inventory off the job (Return material), quantity adjust out, place serialization on the part record then qty adjust in with the SN then issue back to job.
We do alot of receiving purchased Serialized parts from our parent company to jobs to modify the part and then send out on sales order.
Nancy
The parts are already set up for serial numbers.
When I try to do a job cost adjustment to take the parts off the job the Quantity field is grayed out and I can’t tell it to remove 5 from the job. I know I can do the Quantity Adjustment to put the 5 into inventory and put the serial numbers on then.
What am I missing to get the 5 off the job so that after the 5 are properly in inventory I can issue them to the job with the serial numbers?
Hi Jeanne,
Use the return material program here to put it into inventory and then do your qty adjust out/ switch serial number on part / qty adjust in with assignment of serial number / issue to job with serial number from inventory.
Nancy
Could you use Serial Number maintenance to create them and link them to the job there?
I finally got it to work! I had to do a Job Receipt to Salvage, which let me add Serial Numbers. I then did an Issue Material to the job which then let me pick the serial numbers I added in the Job Receipt to Salvage step.
