Inventory Reports - Serial Numbers

Overview

  • This view lets you search for a serial number to see exactly when it was received, issued and returned.
  • If the search is blank, all the serial numbers linked to inventory transactions are returned, subject to the filters.
  • The Description and Code fields are taken from the linked item (in case they were changed on the transaction).
Info

Only transactions with a status that updates inventory are included. How serial numbers are set up and captured is explained on Serial Numbers.

Navigation Example

Main Menu > Procurement > Inventory > Menu (button) > Serial Numbers

Buttons Explained

Button Description
ViewGenerates a serial-numbers report based on the selected filters.
OutputUnavailable in this view.
MenuSee the Menu button described under Inventory Reports Settings.

Filters Explained

Filter Description
SearchEnter part of a serial number or an item code.
ItemSelect All or a specific item that is tracked by serial numbers.
TransactionSelect a Transaction Type and enter its number in the box next to it to see the serial numbers on that transaction and on the transactions created from it.
Show AllSelect to show every receipt and issue of each serial number. Clear to show only the serial numbers that were received and not yet issued.

Fields Explained

Field Description
Field Chooser (*)Add or remove columns.
IDThe system-generated number of the stock-check transaction.
TransThe Transaction Type's abbreviation.
No.The transaction number.
DateThe Date of the original transaction.
TypeWhether the serial number was received, issued or returned: Receive, Issue or Return.
FromThe transaction that this transaction was created from.
LocationThe Location of the inventory item.
CompanyThe customer or supplier on the transaction.
ReferenceThe Reference field on the transaction.
DescriptionA Description of the inventory item.
CodeThe inventory item's Code.
Serial No.The Serial Number of the inventory item.
Menu (...)A submenu that can also be accessed by right-clicking an item:
  • Open Transaction: Opens the original transaction.
  • Open Item: Opens the item's setup page.
  • Open Item Dashboard: Displays a Summary of the item's activity.

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