Unique Serial Numbers per Item IM-1241

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1 Unique Serial Numbers per Item IM-1241 Overview This Extended Solution to the Inventory Management module checks for use of a Serial Number in all Warehouses (rather than just the warehouse the Item is being received into) when Serial Numbered Items are received in Purchase Order Receipt Entry, I/M Receipt Entry, Sales Order Credit Memo Entry and Work Order Transaction Update for Completions. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options 2005 Sage Software, Inc. All rights reserved. IM-1241 (Revised 07/07) Page 1

2 Custom Office If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution. Setup Once the disk is installed, you will need to access the Inventory Management Setup menu screen. Then choose the menu option for Extended Solutions Setup. Check the Enable Extended Solution box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 INITIALIZE: Before beginning any I/M, P/O or W/O Transactions, this button should be used to initialize the data file that holds the Item/Serial Number associations. It can also be used to repair any issues of missing Item/Serial associations created by adjusting Inventory outside the scope of this Extended Solution. If the Work Order Module is activated for the company, the following prompt will be available: ADD UNIQUE SERIAL NUMBER SUPPORT TO WORK ORDER COMPLETIONS: Check this box for unique serial number support during Work Order Transaction Completions. You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution Sage Software, Inc. All rights reserved. IM-1241 (Revised 07/07) Page 2

Operation Inventory and Purchase Order Receipts When you enter (or List or Range ) a Serial Number in Purchase Order Receipt Entry or I/M Receipt Entry (Figure 2), this Extended Solution checks for

3 Operation Inventory and Purchase Order Receipts When you enter (or List or Range ) a Serial Number in Purchase Order Receipt Entry or I/M Receipt Entry (Figure 2), this Extended Solution checks for the use of that Serial Number for this Item in all Warehouses regardless of the quantity in the tier. If you attempt to use a Serial Number that contains a record in another warehouse, you will receive a warning message (Figure 3). You must click OK and enter a different Serial Number before you are allowed to proceed. Figure 2 Figure 3 S/O Credit Memos Sales Order Invoice Lot/Serial Distribution entry on Credit Memo type Invoice s has been modified to check all warehouses to see if there is Quantity on Hand greater than zero for this Serial Number/Item. If so, you will receive a warning message (Figure 3). You must click OK and enter a different Serial Number before you are allowed to proceed Sage Software, Inc. All rights reserved. IM-1241 (Revised 07/07) Page 3

4 Work Order Completions If setup option Add Unique Serial Number support to Work Order Completions was selected, then during Work Order Transaction Update for Completions on Serial Number Items, as it is assigning the next Serial Number, it will check to make sure that the serial number being used is not already on file for that item in any warehouse, regardless of the quantity in the Serial Number tier. If it is already on file, then it will increment to the next serial number and verify that the new serial number selected does not already exist. Visual Integrator The files listed below have been added or changed in the Data Dictionary by this Extended Solution for Visual Integrator purposes. File: Description Field: IM.GLOBSER I/M Global Serial Number File All fields The Data Dictionary may contain other files and data fields that are not available without their corresponding Sage Software Extended Solutions installed. ODBC Dictionary The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes. File: Description Field: IM_B3 Global Serial File All fields Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed. Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not 2005 Sage Software, Inc. All rights reserved. IM-1241 (Revised 07/07) Page 4

5 conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. IM-1241 (Revised 07/07) Page 5

Item Memo Pop-Up in Sales Order and Purchase Order IM-1214

Item Memo Pop-Up in Sales Order and Purchase Order IM-1214 Overview This Extended Solution adds the ability to specify certain Inventory Management Memos to pop up during Purchase Order, Sales Order line