Stock Settings
The Stock Settings setting contains two options relating to the Service Orders module. Please refer
here for full details about the other options in this setting.
- Update Known Serial Number Register
- This option will be useful if the Items repaired by your business were probably also originally sold by you.
- The Known Serial Number register is a list of Serial Numbers for Items sold by your company. If you select this option, a record will be added to this register whenever you sell a Serial Numbered Item (i.e. whenever you save an Invoice that you have marked as OK and that contains at least one Serial Numbered Item). This information will immediately be made available to the Service Orders module. When such an Item is subsequently brought in for repair, this register will allow you to determine whether it is still under warranty using the Invoice Date and the Warranty Months field on the 'Recipe' card of the Item record. The warranty period for each Item will begin with the Invoice Date, not the Delivery Date.
- The Known Serial Number register will only be updated from Invoices, not from Deliveries. In most cases, an Invoice resulting from a Sales Order will not include individual Serial Numbers but the Invoice will be able to fetch the Serial Number(s) from the Delivery and update the Known Serial Number Register correctly. However, if you have invoiced a partial Delivery for a Serial Numbered Item, subsequent Invoices will not update the Known Serial Number Register. For example, if the quantity in a row in an Order for a Serial Numbered Item is four and you deliver and invoice two units, records for those two units will be created in the Known Serial Number register. When you deliver and invoice the remaining two units, the Known Serial Number will not be updated. You can avoid this issue using the following methods:
- When entering Orders, list Serial Numbered Items in individual rows in which the quantity is one, especially if partial delivery and partial invoicing is likely.
- Select the Invoice Based on Delivery option in the Order Settings setting in the Sales Orders module. This will cause the delivered Serial Numbers to be copied to the Invoice, allowing the Known Serial Number register to be updated correctly.
- Create Invoices from Deliveries not from the governing Sales Orders.
- Service Location
- Paste Special
Locations setting, Service Orders/Stock module
- The Location that you specify here will be used as the default in Service Stock Transactions that you create from Service Orders (i.e. when you receive Customers' Items into the workshop for repair).
- This Location will also be used as the default in Items Out and Items In records that you create from Service Orders, but in this case only if you have not specified a Service Location in the originating Service Orders.
- The default Service Location in a new Service Order will be the Service Location specified in the Person record for the current user. You may therefore need to specify the same Location in this setting and as the Service Location in the Person records of users likely to work with Service Orders.
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Go back to:
Introduction to Settings in the Service Orders module
