Serial / Lot Tracking in Input Slips
Asset Purchase Invoices: Serial/Lot Information option is added to the F9 - right click menu of the Commissioning Info window, which is located in the invoice operations menu of the fixed assets purchased with Asset Purchase Invoices. This option is active only when the line type is Other Asset and the asset is tracked by Serial / Lot number.
Purchase Receipts and Invoices / Transfer and Input from Project Material Slips: Serial / lot control is also performed for Other Assets while purchasing material-related assets with Purchase Receipts and Invoices and Material Management Transfer Slips and Input from Project Slips. This control is performed in Serial / Lot Info window located in input slips "Asset Assignments" window F9 menu. This option is active only when the line type is Other Asset and the asset is tracked by Serial / Lot number.
Asset Commissioning Slip: Serial / Lot tracking of the assets of Other Asset type is performed in Serial / Lot Info window located in Commissioning Slips > F9 menu.
After clicking Serial / Lot Info option in input slips, Serial / Lot Input Transactions window opens. You can make serial / lot entry in three methods in Serial / Lot Input Transactions window:

  • By entering serial / lot info in lines;
  • By assigning new entries via Number and Quantity field located at the bottom of the window;
  • By clicking "Link to Serial/Lot Number" option located at the left bottom of the window. This option opens the Serial / Lot Numbers window of Other Asset and user makes a selection.

Serial / Lot Tracking in Output Slips

Sales Dispatches and Invoices / Usage and Scrap Material Slips: Serial / lot control is also performed for Other Assets while selling material-related assets with Sales Dispatches and Invoices and Material Management Usage and Scrap Slips. This control is performed in Serial / Lot Info window located in output slips > Asset Assignments window F9 menu.
Asset Sales Invoices: While selling Other Asset that are being tracked by serial / lot number, Decommissioning Info window accessed via Asset Sales Invoices F9 menu is used to transfer serial / lot numbers that will be decommissioned to the relevant Decommissioning Slip. This window is the same as Asset Assignments window. For each asset line, Decommissioning Info lines are automatically generated with asset code and allocation point information you selected in invoice line. Output transactions are selected in Serial / Lot Info window accessed from F9 menu of the lines that are generated automatically.
Decommissioning Slips: Serial / lot tracking of the Other Assets is performed over Serial / Lot Info window accessed from Decommissioning Slips browser F9 menu.
After selecting Other Asset Code in Decommissioning Slip window, Current Allocation Point info is also specified. Serial / lot information in Decommissioning Slip of the Other Asset which will be decommissioned must be the same as of this Current Allocation Point. After specifying Other Asset Code and Current Allocation Point, Serial / Lot information is transferred into the slip automatically. You can remove any serial and lot number(s) from the list shown with Serial / Lot Info option and select other active serial / lot numbers recorded for this allocation point. Total quantity of the lines processed into the Serial / Lot Info window after saving the transactions affects the quantity in decommissioning slip line.
Serial/Lot Output Transactions window opens with Serial / Lot Info option in Decommissioning Slips. Serial / lot output is performed in two ways in Serial/Lot Output Transactions window:

  • By entering Number and Quantity fields at the bottom of the window;
  • By using Link to Serial/Lot Input Transaction button at the left bottom of the window. Serial / lot input transactions of Other Asset are listed in the list opened with this option. Transactions listed here are the serial / lot input transactions which are linked to the Current Allocation Point of Other Asset that is selected in Decommissioning Slip and of which Remaining Quantity is greater than 0.

Serial / Lot Tracking in Allocation Slips
When changing the assignment location of Other Assets in Allocation Slips, you also specify the serial / lot numbers that will be transferred. Therefore, after selecting Other Asset Code and the relevant current allocation point in Allocation Slips, you specify the serial / lot numbers in this allocation point that will be included in this assignment. Other Assets' serial / lot tracking is performed from Serial / Lot Info window located in Allocation Slip F9 menu.
After selecting Other Asset Code in Allocation Slips, you also designate Current Allocation Point info. Serial / lot information in Allocation Slip of the Other Asset - of which allocation point will be changed - must be the same as of the Current Allocation Point. Serial / lot info is transferred into the slip automatically. When allocation slip is saved, an input and an output record are generated for the serial lot transactions in the current allocation point and for the serial / lot transactions in the target allocation point respectively.
Serial / Lot Tracking in Usage Termination Slips
While ending usage of Other Assets, serial / lot numbers of which use will also be terminated should be specified in Usage Termination Slips. Therefore, after selecting Other Asset Code and the relevant current allocation point in these slips, serial / lot numbers in this allocation point which will be included in this operation are specified with Serial / Lot Info option in F9 menu.
After selecting Other Asset Code in Usage Termination Slips, you also designate Current Allocation Point info. Therefore, serial / lot information of Other Asset of which usage will be terminated should be the same as of the Current Allocation Point. Serial / lot info is transferred into the slip automatically.

Serial / Lot Transactions for Related Assets
In order to track a related asset by serial / lot:
Use Serial / Lot Info option located in the lines of Related Assets window that you will access from Commissioning Slip F9 menu or Attached Records menu. This option will be available if the line type is Other Asset or the relevant asset's tracking method is Serial / Lot. Serial / lot numbers and transactions, which are selected in the related asset lines, are also generated for the related assets which are commissioned with the main asset.
In Decommissioning Slips, Serial / Lot Info located in the lines of Related Assets window is used. After decommissioning the main asset, Decommissioning or Usage Termination slips are generated for the related assets, and serial / lot numbers and transactions which are selected in the related asset lines are also generated.