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Operations Menu - Serial Number History

This function produces a report for the first Known Serial Number highlighted in the 'Known Serial Numbers: Browse' window. This is a comprehensive report showing the full history of the Serial Numbered Item. The report can also be produced from the Operations menu of the 'Paste Special' list of Known Serial Numbers.

As is shown in the example illustration below, the report is structured as follows:

  • Basic Item, Customer and warranty information. Drill down from the Serial Number to the Known Serial Number record and from the Customer Number to the Customer record.

  • Contract status. To appear in this section, the Item and Serial Numbers must be quoted in the Original Item and Original Serial No. fields on flip E of the Contract. Drill down from the Contract Number to the Contract record.

  • Batch Quality Control history. Drill down from the Analyse Date to the Batch Quality Control record.

  • Activity history. Separate sections are provided for Activities that have been marked as Done and those that have not been marked as Done. To appear in this section, the Item and Serial Numbers must be quoted in the Item and Serial No. fields on the 'Service' card of the Activity. Drill down from the Comment to the Activity record and from the Service Order Number if there is one to the Service Order record.

  • Work Sheets recording previous work on the Item/Serial Number. Drill down from the Work Sheet Number to the Work Sheet record.

  • Original sale information including the sales Invoice issued by you to the Customer and the Goods Receipt that originally received the Item into your stock. Drill down from the Invoice Number to the Invoice record, and from the Goods Receipt Number to the Goods Receipt record.
The report period begins with the Start Date of the first record in the Fiscal Years setting in the System module and ends with the End Date of the first record in the Reporting Periods setting, also in the System module. This ensures that every event can be included in the report.