Defining Serial Numbers—Exercises

Required Data

Checking Engineering Parts and Define Serial Tracking Flags

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below. 

1. Check the serial tracking flags of parts 20–10XX (Engine 1600) and 20–11XX (Engine Block 1600) in the Part/General tab.
2. If they are non-serial, check both the After Delivery Serial Tracking and Inventory Serial Tracking check boxes for each part, starting with 20–10XX.
3. Save your changes.

Creating a Project Product Structure

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Create a project product structure.
2. Save your changes.

General exercise for Creating Project Product Structures 

Main Exercises

Purpose: The purpose of this exercise is to define serial numbers to a project item before a request for its procurement can be created.

Windows:
Project Product
Project Product/Items
Project Item/Serial Info

Note:Do these exercises only if you intend to do both the Creating Project Shop Orders for Serial Items and Creating Project Purchase Requisitions for Serial Items extended exercises in the Plan Project Material Demand chapter in the Project Part Procurement course.

Defining Serial Number for a Project-Specific Item

1. Open the Project Product  window and query for your project XXPD–01.
2. On the Items tab, select the row containing part 20–10XX (Engine 1600), and right-click and then click Serials and Reserve Serials.
3. Enter the serial number, as preferred, e.g., 1001.
4. Click OK.
5. In the Serial Number field, verify that the serial number, e.g., 1001, entered in step 3 is displayed. 
6. Repeat steps 3–6 for part 20–11XX (Engine Block 1600). What happens when you do this? 

Note: You will define a serial number for part 20–11XX when the it has been purchased and received into inventory. Note that a next-level serial part cannot be a standard planned part.

7. Select the row containing part 20–10XX and unreserve the serial number by right-clicking and then clicking Serials and Unreserve Serials.
8. Click Yes to the warning message.
9. In the Serial Number field, verify that the serial number you assigned to the part is no longer registered.

Adding and Maintaining Information for a Project-Specific Item

1. Open the Project Item window and query for the serial number record that you created in the exercise above. (You will have to query for both the project and the serial number you created.)
2. Click the Serial Info tab and enter additional information about the serial, such as:
   • Owner ID (the system will display the owner's name based on the owner ID you specify)
   • Manufacturer and manufacturer's part number for the serial.
   • Purchase information, such as the supplier or acquisition cost.
   • Informational text.
3. Save the record.
4. To change the manufactured or installation date for the serial, right-click and then click either Change Manufacturer Date or Change Installation Date.  Note: Any other changes to the record must be saved before these options are enabled.
5. View other read-only information about the serial item in this tab, such as the operational status, operational condition, condition codes, current position, etc.