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	<title>Serial Numbers Archives - Caliach</title>
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	<item>
		<title>Serial Numbers: Product Serial Numbering Menu</title>
		<link>https://caliach.com/knowledge-base/mserialnumbers/</link>
		
		<dc:creator><![CDATA[Iona Butler]]></dc:creator>
		<pubDate>Tue, 19 Mar 2024 15:20:19 +0000</pubDate>
				<guid isPermaLink="false">https://caliach.com/?post_type=ht_kb&#038;p=7008</guid>

					<description><![CDATA[<p>File Path Process &#62; Product Serial Numbering This file path opens the Product Serial Numbering menu. Product Serial Numbering… Maintenance area for serial numbered products. Use this area to record service history and allocate serial numbers to specific dispatches. This function opens the Product Serial Number Maintenance window. Update Serial Number Updates changes made to [&#8230;]</p>
<p>The post <a href="https://caliach.com/knowledge-base/mserialnumbers/">Serial Numbers: Product Serial Numbering Menu</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<h2 class="wp-block-heading">File Path</h2>



<h3 class="wp-block-heading">Process &gt; Product Serial Numbering</h3>



<p class="wp-block-paragraph">This file path opens the Product Serial Numbering menu.</p>



<figure class="wp-block-image size-full"><img fetchpriority="high" decoding="async" width="402" height="286" src="https://caliach.com/wp-content/uploads/2024/03/image.png" alt="" class="wp-image-7009" srcset="https://caliach.com/wp-content/uploads/2024/03/image.png 402w, https://caliach.com/wp-content/uploads/2024/03/image-300x213.png 300w, https://caliach.com/wp-content/uploads/2024/03/image-50x36.png 50w" sizes="(max-width: 402px) 100vw, 402px" /></figure>



<h3 class="wp-block-heading">Product Serial Numbering…</h3>



<p class="wp-block-paragraph">Maintenance area for serial numbered products. Use this area to record service history and allocate serial numbers to specific dispatches. This function opens the <a href="https://caliach.com/wp-admin/wsnoedit">Product Serial Number Maintenance</a> window.</p>



<h3 class="wp-block-heading">Update Serial Number</h3>



<p class="wp-block-paragraph">Updates changes made to a serial number record or opens the maintenance window if not already open. This function operates on the <a href="https://caliach.com/wp-admin/wsnoedit">Product Serial Number Maintenance</a> window.</p>



<h3 class="wp-block-heading">Print Reports…</h3>



<p class="wp-block-paragraph">To print reports for serial numbered products. This function opens the <a href="https://caliach.com/wp-admin/wsnoprint">Serial Number Reports Selection</a> window with the <a href="https://caliach.com/wp-admin/wsnoselect">Serial Number Selection</a> subwindow.</p>



<h3 class="wp-block-heading">Serial Number Tracking…</h3>



<p class="wp-block-paragraph">Review and processing area for tracking records of serial numbered products. This function operates on the <a href="wsntmaint">Serial Number Tracking Maintenance</a> window.</p>



<h3 class="wp-block-heading">Update Tracking Record</h3>



<p class="wp-block-paragraph">Updates changes made to a serial number tracking record or opens the tracking maintenance window if not already open. This function operates on the <a href="wsntmaint">Serial Number Tracking Maintenance</a> window.</p>



<h3 class="wp-block-heading">Print Tracking Reports…</h3>



<p class="wp-block-paragraph">To print reports for serial numbered tracking records. This function opens the <a href="wsntprint">Serial Number Tracking Reports Selection</a> window with the <a href="wsntselect">Serial Number Tracking Selection</a> subwindow.</p>



<figure class="wp-block-table"><table><tbody><tr><td>See also:</td><td><a href="https://caliach.com/wp-admin/wsnoedit">Product Serial Number Maintenance</a><br><a href="https://caliach.com/wp-admin/wsnoprint">Serial Number Reports Selection</a><br><a href="https://caliach.com/wp-admin/wsnoselect">Serial Number Selection</a><br><a href="file:///C:/Users/Owner/Desktop/wsntmaint">Serial Number Tracking Maintenance</a><br><a href="wsntprint">Serial Number Tracking Reports Selection</a><br><a href="file:///C:/Users/Owner/Desktop/wsntselect">Serial Number Tracking Selection</a></td></tr></tbody></table></figure>



<p class="wp-block-paragraph">Compiled in Program Version 6.00.&nbsp; Help date last modified on 19 March 2024</p>



<p class="wp-block-paragraph">Class mserialnumbers (Product Serial Numbering Menu) last modified 25 May 2022 FP: Process &gt; Product Serial Numbering</p>
<p>The post <a href="https://caliach.com/knowledge-base/mserialnumbers/">Serial Numbers: Product Serial Numbering Menu</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Serial Numbers: Serial Number Tracking Maintenance</title>
		<link>https://caliach.com/knowledge-base/wsntmaint/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsntmaint/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Tracking Maintenance</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntmaint/">Serial Numbers: Serial Number Tracking Maintenance</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2><a name="top"></a>Serial Number Tracking Maintenance</h2>
<p><a name="top"></a></p>
<p id="navline"><a name="top"></a><img decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" alt="Document path" width="9" height="10" align="bottom" /> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Maintenance</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsntmaint.jpg"><img decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsntmaint.jpg" alt="Serial Number Tracking Maintenance" width="462" height="296" /></a></p>
<p>Serial Number Tracking is a feature that enables a time-based record to be maintained of activities related to Product Serial Numbers. Access to Tracking records is available under the <a href="mserialnumbers">Serial Numbers Menu</a>.</p>
<p>Serial Number Tracking can be used for a variety of purposes that involve time periods in which you charge fees.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" alt="Tip" width="24" height="24" /><strong> TIP:</strong> As part of your business you may rent machines or other items on a daily basis. Alternatively, you may provide service engineers that travel to the customer site for which you charge an hourly rate. Both of these cases can be handled with the Serial Number Tracking system.</p>
<p>All maintenance functions are available as buttons on the maintenance window. In addition to these, you can use the navigation arrows to move from record to record and the ScratchPad to locate the first serial number record entered in the system for the selected part that has Tracking records. When you select a Serial Number, the system will build a list of any existing Tracking records and display this at the bottom of the window.</p>
<p>Serial number tracking records can be <b>archived</b> and deleted in the <a href="../advanced/wreorganize">Data File Integrity Maintenance</a> window.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tbody>
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Tracking List</p>
</td>
<td valign="top">
<p align="left">A list of all tracking records for the Serial Number selected. Click to select.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Serial number tracked (inside relation to SNOSNO). {SNTFILE.SNTSNO char 18}</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" alt="Tip" width="24" height="24" /><strong> TIP:</strong> Double click on the serial number box to open the <a href="wsnoedit">Product Serial Number Maintenance</a> window and load the serial number record.</td>
</tr>
<tr>
<td valign="top">
<p align="left">Reference</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Reference (similar to SOHCREF). {SNTFILE.SNTREF char 20}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Part Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Part number. {SNOFILE.SNOPTNO char 18}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Description</p>
</td>
<td valign="top">
<p align="left">Parts Master. Part description. {PTMFILE.PTMDESC char 30}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Stock Unit of Measure</p>
</td>
<td valign="top">
<p align="left">Parts Master. Standard stock unit of measure. {PTMFILE.PTMSTUM char 6}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Customer Code</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Customer code (inside relation to CUSCODE). {SNTFILE.SNTCUSC char 6}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Customer Name</p>
</td>
<td valign="top">
<p align="left">Customers. Customer company name. {CUSFILE.CUSCNAM char 40}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">End User</p>
</td>
<td valign="top">
<p align="left">Shows the End User Address and Contact. Use the context menu to change if needed. This is an optional link to the customer&#8217;s address and contact data. It will be automatically set to the dispatch address/contact if the record was generated by a dispatch or return, but can be changed. The Address and Contact must belong to the assigned customer.</p>
<p>Right-click on this field to obtain print functions for the currently selected address and contact:</p>
<p><img loading="lazy" decoding="async" class="alignnone size-medium wp-image-1079" src="https://caliach.com/wp-content/uploads/2022/12/1_defaultadrmenu-300x158.jpg" alt="" width="300" height="158" /></p>
<p>Print Standard Letter opens the <a href="../market/wmarketletterprint">Standard Letter Selection</a> window and Print 4&#215;4 Label opens the <a href="../market/wmarketlabelpos">4 by 4 Label Position</a> window.</td>
</tr>
<tr>
<td valign="top">
<p align="left">Destination</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Destination. {SNTFILE.SNTDEST char 300}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Booked Out</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Outgoing date and time. {SNTFILE.SNTOUT date datetime idx}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Due back</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Due back date and time. {SNTFILE.SNTDUED date datetime idx}</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" alt="Tip" width="24" height="24" /><strong> TIP:</strong> There is a useful Workgroup Alert Check maintained in the <a href="../prefs/walertreportmaint">Workflow Alert Checks Maintenance</a> window which lists all tracking records where the Due Back date has been passed and the Returned date unset.</td>
</tr>
<tr>
<td valign="top">
<p align="left">Returned</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Return date and time. {SNTFILE.SNTRET date datetime idx}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Days</p>
</td>
<td valign="top">
<p align="left">The calculated number of days between the Booked Out date and the Returned date, rounded up (1 min over 24hrs = 2 days).</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Hours</p>
</td>
<td valign="top">
<p align="left">The calculated number of hours between the Booked Out date/time and the Returned date/time, rounded up (61 min = 2 hours).</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Comments</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Comments or remarks. {SNTFILE.SNTCOMM char 10000000}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">
</td>
<td valign="top">
<p align="left"><b><i>Charges</i></b></p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Daily rate</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Units of charge (0=Days, 1=Hours). {SNTFILE.SNTUNIT integer shortint}</p>
<p>The system can calculate charges on the basis of days or hours. Select your choice from the radio button options. In both cases, if the period of time includes a partial hour or day, a full unit is applied in the calculation.</td>
</tr>
<tr>
<td valign="top">
<p align="left">Hourly rate</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Units of charge (0=Days, 1=Hours). {SNTFILE.SNTUNIT integer shortint}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Currency</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Currency symbol. {SNTFILE.SNTCUR char 3}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Fixed Base Charge</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Base charge in currency. {SNTFILE.SNTBASE number 2dpShortnum}</p>
<p>The component of charge that applies regardless of the duration recorded. The total charge is calculated as the Fixed Base + Rate x (the Hours (or Days) &#8211; the Free Units).</td>
</tr>
<tr>
<td valign="top">
<p align="left">Rate</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Charge in currency per unit. {SNTFILE.SNTCHAR number 2dpShortnum}</p>
<p>The charge rate that applies to the duration recorded after deducting the Free units. You should take care to change the rate after any change to the Charged By units!</td>
</tr>
<tr>
<td valign="top">
<p align="left">Free Units</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Free units. {SNTFILE.SNTFREE number 2dpShortnum}</p>
<p>This is the number of units (either Hours or Days) that are free to the customer. It is often the case that in rental arrangements there is a fixed fee for the first week followed by so much a day. For this example the Charges would be by Days, the Free Units would be 7.00 days and the Fixed Base Charge would be the week&#8217;s rental and the Rate would be the charge per day after the first week.</td>
</tr>
<tr>
<td valign="top">
<p align="left">Changes</p>
</td>
<td valign="top">
<p align="left">The calculated price based on the date/time period, the base, rate and free time.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Invoiced</p>
</td>
<td valign="top">
<p align="left">Serial Number Tracking. Invoiced (Yes/No). {SNTFILE.SNTINV boolean}</p>
<p>This is a simple indicator of whether you have invoiced the tracking record. There is no automatic invoicing system for Serial Number Tracking records, so this control has to be manually maintained.</td>
</tr>
</tbody>
</table>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tbody>
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Find</p>
</td>
<td valign="top">
<p align="left">Enables you to enter a value in an indexed field. With the cursor in the field of interest, execute an OK. The record with the closest match to the entered value will be found and displayed.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">New</p>
</td>
<td valign="top">
<p align="left">This will create a new (normally blank) record in the file. You will then be able to enter details for the record. Then confirm with an OK, or abandon the New record with a Cancel.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Copy</p>
</td>
<td valign="top">
<p align="left">This will create a Copy of the current record displayed on the window. You will then be able to change the details. Confirm with an OK, or abandon the new record with a Cancel.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Delete</p>
</td>
<td valign="top">
<p align="left">Execute this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Revert</p>
</td>
<td valign="top">
<p align="left">To revert any changes to the previously saved version.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Save</p>
</td>
<td valign="top">
<p align="left">To save the changes you have made to the data file.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">OK</p>
</td>
<td valign="top">
<p align="left">The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.</p>
</td>
</tr>
</tbody>
</table>
<h3>Tracking on Dispatch and Job Issue</h3>
<p>You can, if you wish, set parts to be tracked automatically when they are dispatched or issued to a job and also marked with the Returned date/time when a Sales Return or job return of the item is recorded. This automatic processing is controlled by settings against the Part record in the Part maintenance window. You can also set these controls in Global Changes.</p>
<p>For automatic tracking to be effective both of the End Product Serial Numbering controls must be checked. Numbered on dispatch and job issue simply ensures that Serial Numbers are assigned when a dispatch or job issue takes place. Tracking on dispatch or job issue causes the system to create a new Serial Number Tracking record for each Serial Number that has been dispatched. If the two controls are checked, when a Return is recorded, the last tracking record for the serial number returned will be given the current date and time in the Returned field.</p>
<p>There is a system <a href="../prefs/woptionslist">option</a> available that will additionally create tracking records when a Job is completed in the Invoice Job window. Set the <a href="../prefs/woptionslist">option</a> <b>optJobSnTracking</b> to 1 for all serial numbers assigned to the job to have tracking records created if they are for parts with the Tracking on dispatch attribute set.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/warning40-32.jpg" alt="Warning" width="24" height="24" /><strong> WARNING:</strong> Automated Tracking uses the current terminal date and time when creating and updating records. To avoid subsequent editing of the tracking record you should ensure that the Dispatch and Return are recorded immediately they take place.</p>
<table border="0" cellspacing="0" cellpadding="2">
<tbody>
<tr align="left" valign="top">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../serialno/mserialnumbers">&#8211; Product Serial Numbering Menu</a></li>
</ul>
</td>
</tr>
</tbody>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:49:00.00. Class wSntMaint last modified 10 Oct 2017 11:48:46.</p>
<p id="navline"><img decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" alt="Document path" width="9" height="10" align="bottom" /> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Maintenance</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntmaint/">Serial Numbers: Serial Number Tracking Maintenance</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Serial Numbers: Serial Number Tracking Reports Selection</title>
		<link>https://caliach.com/knowledge-base/wsntprint/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsntprint/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Tracking Reports Selection</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntprint/">Serial Numbers: Serial Number Tracking Reports Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Number Tracking Reports Selection</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Reports Selection</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsntprint.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsntprint.jpg" width="322" height="263" alt="Serial Number Tracking Reports Selection"/></a></p>
<p>This report setup window provides you with the ability to choose a range of selections, sort order and report types.</p>
<p>You can drag and drop onto the window from the Customers ScratchPads to obtain a report of selected customers only.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/note40-37.jpg" width="24" height="24" alt="Note"/><strong> NOTE:</strong> This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as <b>Adhoc extra where</b>. For more help on their use and examples see the <a href="../sql/introsql">Client-Server SQL Introduction</a> help.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Document Selection</p>
</td>
<td valign="top">
<p align="left">Enter a selection in the <a href="wsntselect">Serial Number Tracking Selection</a> subwindow.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Sort</p>
</td>
<td valign="top">
<p align="left">Choose the field for the primary sort of parts on the report.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Report Type list</p>
</td>
<td valign="top">
<p align="left">Select a report type. Any custom reports entered in the Settings will appear at the bottom of the list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Subtotal</p>
</td>
<td valign="top">
<p align="left">To subtotal on the sort field value.</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Print Report</p>
</td>
<td valign="top">
<p align="left">Will cause a report to be printed of the subject matter. Right-click to change the report destination.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../serialno/wsntselect">Serial Number Tracking Selection</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:23:00.00. Class wSntPrint last modified 17 Oct 2017  04:29:56.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Reports Selection</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntprint/">Serial Numbers: Serial Number Tracking Reports Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
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		<item>
		<title>Serial Numbers: Serial Number Tracking Selection</title>
		<link>https://caliach.com/knowledge-base/wsntselect/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsntselect/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Tracking Selection</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntselect/">Serial Numbers: Serial Number Tracking Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Number Tracking Selection</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Selection</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsntselect.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsntselect.jpg" width="273" height="143" alt="Serial Number Tracking Selection"/></a></p>
<p>This subwindow is used to define the range criteria for a selection of serial number tracking records. It is displayed on windows requiring their selection.</p>
<h4>Parent Windows</h4>
<p><a href="wsntprint">Serial Number Tracking Reports Selection</a><br />
<a href="../advanced/wlinkmaint">Link System Maintenance</a><br />
<a href="../general/wadhocgraphsmaint#tab2">Graphical Analysis Maintenance &#8211; Graphs Tab</a></p>
<h4>Operation</h4>
<p>Enter data in the data entry boxes to restrict the range of parts. Records must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, records will be selected between the first and/or last otherwise qualifying record.  Data entry boxes can be populated by finding a single item using <strong>Keyword Search</strong>, drag and drop from the <a href="../scratch/wscratchcustomers">Customers ScratchPad</a>, or by double-clicking a list item from the <a href="../general/wkwdpopup">Keyword Result</a> window.
</p>
<p>Data records can be obtained using one of the following methods or a combination of them (see Tip below):</p>
<ol>
<li>Enter values into the selection ranges and use the <b>Standard Search</b>. The <a href="../general/msearchsub">context menu</a> provides a Clear Selection function.</li>
<li>Define or use a <b>Custom Search</b>.</li>
<li>Create an <b>Ad Hoc Search Calculation</b> using the <a href="../general/msearchsub">context menu</a> function.</li>
<li><b>Drag-and-drop</b> one or more lines from the Customers ScratchPad onto the general window area.</li>
<li>Use the <b>ScratchPad Transfer Selected</b> function</li>
<li>Use the <b>KeyWord Search Transfer Selected</b> function</li>
</ol>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" width="24" height="24" alt="Tip"/><strong> TIP:</strong> Using an <b><i>Ad Hoc Search Calculation</i></b> (3) overrides any <b><i>Custom Search</i></b> (2) and a Custom Search overrides the <b><i>Standard Search</i></b> (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is <b>combinational</b>, so that records found using any of these methods must <b>also</b> conform to the search criteria adopted.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/note40-37.jpg" width="24" height="24" alt="Note"/><strong> NOTE:</strong> This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as <b>Adhoc extra where</b>. For more help on their use and examples see the <a href="../sql/introsql">Client-Server SQL Introduction</a> help.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">From and To</p>
</td>
<td valign="top">
<p align="left">Enter data that restricts the records selected. If left blank, data will be selected from the maximum and minimum extremes in the file. All selections criteria you enter will have to be met by each record processed.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Un-invoiced</p>
</td>
<td valign="top">
<p align="left">Only records not checked as Invoiced will be printed.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Invoiced</p>
</td>
<td valign="top">
<p align="left">Only records checked as Invoiced will be printed.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Use custom</p>
</td>
<td valign="top">
<p align="left">To turn on and off the use of the custom search design. A custom search will override the standard search.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Custom search name</p>
</td>
<td valign="top">
<p align="left">The name of the currently selected custom search. To use it click on the checkbox. To change it click on the Custom Search button.</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Custom Search</p>
</td>
<td valign="top">
<p align="left">Opens the <a href="../general/wsearchselect">Custom Search Selection</a> window and checks the <strong>Use custom</strong> checkbox.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../general/msearchsub">Search Options Menu</a></li>
<li><a href="../serialno/wsntprint">Serial Number Tracking Reports Selection</a></li>
<li><a href="../scratch/wscratchcustomers">Customer ScratchPad</a></li>
<li><a href="../general/wkwdpopup">Keyword Result</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:23:00.00. Class wSntSelect last modified 10 Oct 2017  11:48:46.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Tracking Selection</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsntselect/">Serial Numbers: Serial Number Tracking Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Serial Numbers Topic Contents</title>
		<link>https://caliach.com/knowledge-base/index-38/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/index-38/</guid>

					<description><![CDATA[<p>Serial Numbers Topic Contents</p>
<p>The post <a href="https://caliach.com/knowledge-base/index-38/">Serial Numbers Topic Contents</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Numbers Topic Contents</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a></p>
<p>Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.</p>
<ul>
<li><a href="mserialnumbers">&#8211; Product Serial Numbering Menu</a></li>
<li><a href="wsnoreturn">Dispatched Serial Numbers</a></li>
<li><a href="wsnoedit">Product Serial Number Maintenance</a></li>
<li><a href="wsnososetup">Serial Number Assignment</a></li>
<li><a href="wsnopocreate">Serial Number Creation on PO Receipt</a></li>
<li><a href="wsnoworeturn">Serial Number De-Reference</a></li>
<li><a href="wsnolist">Serial Number Listing</a></li>
<li><a href="wsnoprint">Serial Number Reports Selection</a></li>
<li><a href="wsnoselect">Serial Number Selection</a></li>
<li><a href="wsnosequ">Serial Number Sequence Setup</a></li>
<li><a href="wsnsbom">Serial Number Structure</a></li>
<li><a href="wsntmaint">Serial Number Tracking Maintenance</a></li>
<li><a href="wsntprint">Serial Number Tracking Reports Selection</a></li>
<li><a href="wsntselect">Serial Number Tracking Selection</a></li>
</ul>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a></p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/index-38/">Serial Numbers Topic Contents</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
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		<item>
		<title>Serial Numbers: Product Serial Number Maintenance</title>
		<link>https://caliach.com/knowledge-base/wsnoedit/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsnoedit/</guid>

					<description><![CDATA[<p>Serial Numbers: Product Serial Number Maintenance</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnoedit/">Serial Numbers: Product Serial Number Maintenance</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Product Serial Number Maintenance</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Product Serial Number Maintenance</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnoedit1.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnoedit1.jpg" width="462" height="296" alt="Product Serial Number Maintenance - Maintenance pane"/></a></p>
<p>End products and other parts may require separate Serial Number records. This is provided for in the system from the <a href="mserialnumbers">Serial Numbers Menu</a>.</p>
<p>All maintenance functions are available as buttons on this maintenance window. In addition to these, you can use the navigation arrows to move from record to record and the ScratchPad to locate the first serial number record entered in the system for the selected part. You can also interactively click on the <b>List for Part</b> button and select a serial number from the <a href="wsnolist">Serial Number Listing</a> window.</p>
<p>You can define a serial number hierarchy that can follow your bill of material structure. For instance, a car contains an engine that contains a fuel management controller. Each is independently serial numbered but when assembled in the car have distinct dependency within a defined hierarchy. This structure can be set up using the <b>Set Up Serial Number Structure</b> function in the <a href="../bom/mbom">BoM Menu</a>. See the <a href="wsnsbom">Serial Number Structure</a> window for more details.</p>
<p>The window has 2 tab panes.</p>
<p><span class="helpTab"><a href="#tab1">Maintenance</a></span> <br />
<span class="helpTab"><a href="#tab2">Assignments</a></span> </p>
<h3><a name="tab1" id="tab1"/>Maintenance</h3>
<p>To select and maintain a serial number record.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Serial number. {SNOFILE.SNOSNO char 18}</p>
<p>Up to 18 characters of any type including punctuation. It must be unique and can be constructed in the <b>Sequence</b> function.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" width="24" height="24" alt="Tip"/><strong> TIP:</strong> When disabled, double-click on in the field to initiate a Find.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Date used</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Date used (either assigned in a structure, used in a WO or dispatched from a SO). {SNOFILE.SNODATE date date1980}</p>
<p>This date is automatically entered if the serial number is assigned on a Dispatch or WO or assigned to a structure, otherwise it can be manually entered.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Last Modified</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Last editing activity. {SNOFILE.SNOLAST date date1980}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Part Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Part number. {SNOFILE.SNOPTNO char 18}</p>
<p>It is mandatory that a pre-defined part is assigned to the serial number. It need not be flagged with a Product Serial Numbering Option in the part details.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" width="24" height="24" alt="Tip"/><strong> TIP:</strong> When disabled, double-click on in the field to initiate a Find.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Part Issue</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Part issue reference. {SNOFILE.SNOISSU char 4}</p>
<p>This field defaults to the current Issue Reference for a Part. You can change it to reflect an alternative to the current issue. It is subject to update in the <b>Update Issue</b> function in the <a href="../parts/mpartscmd">Parts Menu</a>.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Part Description</p>
</td>
<td valign="top">
<p align="left">Parts Master. Part description. {PTMFILE.PTMDESC char 30}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Obsolete</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Do not use this serial number (obsolete, scrapped or otherwise). {SNOFILE.SNOBAR boolean}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Customer Code</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Customer code. {SNOFILE.SNOCUSC char 6}</p>
<p>Optionally you may link a serial number record to a particular customer, which must be pre-defined in Customers. If you make an assignment to a suitable document the customer code will be applied automatically.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Customer Name</p>
</td>
<td valign="top">
<p align="left">Customers. Customer company name. {CUSFILE.CUSCNAM char 40}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">SO, Invoice, Job or Reference</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Invoice number, SO number or Dispatch Note number. {SNOFILE.SNOIVNO char 6}</p>
<p>Product Serial Numbers can be assigned to both Sales Order line items, Jobs and Invoice line items and Work Orders. If a Serial Number is assigned to a Sales Order or Job it will appear on the Sales Order or Job picking list and will be automatically assigned to the serial number list during the dispatch or issue confirmation process. If it is assigned to an Invoice the Serial Number will be printed on the Invoice.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/note40-37.jpg" width="24" height="24" alt="Note"/><strong> NOTE:</strong> Internally the relationships are held in a number of fields:</p>
<ul>
<li>SNOIVNO = SO, Job, Dispatch Note or Invoice number or other manually entered code.</li>
<li>SNOCONT = Connection type (&#8216;S&#8217; = SO, &#8216;J&#8217; = Job, &#8216;D&#8217; = Dispatch Note, &#8216;I&#8217; = Invoice).</li>
<li>SNOCON = Code to line item: con({&#8216;S&#8217;, &#8216;J&#8217;, &#8216;D&#8217; or &#8216;I&#8217;},{SOLSONO, JBICODE, SAHDESP or SAHINVO},jst({SOLLINE, JBILINE, SAHLINE, SAHINVL},&#8217;-3N0P0&#8242;)).</li>
<li>SNOWONO = Work Order number when issued or allocated to a WO.</li>
<li>SNOPSNO = Parent serial number when allocated in a chained assembly structure.</li>
</ul>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Document Details</p>
</td>
<td valign="top">
<p align="left">The document, if any, that the serial number record is assigned to. It may be either a Sales Order or an Invoice.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Work Order &#8211; Kitted to</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Work Order number when the serial numbered part is a component issued or allocated to a WO. {SNOFILE.SNOWONO char 6}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Work Order &#8211; Made on</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Work Order number when the serial numbered part is the assembly made on the WO. {SNOFILE.SNOWOMK char 6}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Parent Serial Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Parent serial number when allocated in a chained assembly structure. {SNOFILE.SNOPSNO char 18}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">End User</p>
</td>
<td valign="top">
<p align="left">Shows the End User Address and Contact. Use the context menu to change if needed. This is an optional link to the customer&#8217;s address and contact data. It will be automatically set to the dispatch address of an invoice-linked record, but can be changed. The Address and Contact must belong to the assigned customer.</p>
<p>Right-click on this field to obtain print functions for the currently selected address and contact:</p>
<p><img loading="lazy" decoding="async" src="../customers/graphics/defaultadrmenu.jpg" width="328" height="173" alt="Address and Contact additional context menu functions."/></p>
<p>Print Standard Letter opens the <a href="../market/wmarketletterprint">Standard Letter Selection</a> window and Print 4&#215;4 Label opens the <a href="../market/wmarketlabelpos">4 by 4 Label Position</a> window.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Comments and Specification Details</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Notes and comments. {SNOFILE.SNOCOMM char 32000}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Service Record</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Service notes and history. {SNOFILE.SNOSERV char 32000}</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Find</p>
</td>
<td valign="top">
<p align="left">Enables you to enter a value in an indexed field. With the cursor in the field of interest, execute an OK. The record with the closest match to the entered value will be found and displayed.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">List for Part</p>
</td>
<td valign="top">
<p align="left">To show an interactive list of all serial numbers for the selected part. It opens the <a href="wsnolist">Serial Number Listing</a> window.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">New</p>
</td>
<td valign="top">
<p align="left">This will create a new (normally blank) record in the file. You will then be able to enter details for the record. Then confirm with an OK, or abandon the New record with a Cancel.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Sequence</p>
</td>
<td valign="top">
<p align="left">Will allow you to create a sequence of serial numbers for a particular part in one go, optionally based on the currently selected record but with no service history. The button opens the <a href="wsnosequ">Serial Number Sequence Setup</a> window.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Delete</p>
</td>
<td valign="top">
<p align="left">Execute this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Revert</p>
</td>
<td valign="top">
<p align="left">To revert any changes to the previously saved version.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Save</p>
</td>
<td valign="top">
<p align="left">To save the changes you have made to the data file.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">OK</p>
</td>
<td valign="top">
<p align="left">The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.</p>
</td>
</tr>
</table>
<p><a href="#top">Back to top</a></p>
<h3><a name="tab2" id="tab2"/>Assignments</h3>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnoedit2.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnoedit2.jpg" width="448" height="269" alt="Product Serial Number Maintenance - Assignments pane with Document Listing pane"/></a></p>
<p>This pane is used to assign a serial number record to a Sales Order, Job, Invoice, Work Order or a parent serial number.</p>
<p>A serial number record can be assigned to a Sales Order, Job, Dispatch Note or Invoice Line. They may additionally be associated with a Work Order. They can also be assigned to a parent serial number inside a serial number hierarchical structure.</p>
<p>Typically, these assignments are made during processing activities such as Dispatch. However, this pane enables you to manually make these assignments.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">De-assign</p>
</td>
<td valign="top">
<p align="left">Click to de-assign from the customer and document. You will need to save the record after operating this button. To de-assign work order references, edit the fields blank.</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Show Structure</p>
</td>
<td valign="top">
<p align="left">Check to view a structure list and assignments in the structure.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Structure Tree List</p>
</td>
<td valign="top">
<p align="left">The defined structure for the part and any assignments applicable. Use the Delete key to de-assign serial numbers in the structure.</p>
</td>
</tr>
</table>
<h4>Assignment Listing Tab Pane</h4>
<p>Select Document Listing to assign documents to the serial number, or Serial Number Listing to assign serial numbers to the Structure Tree.</p>
<h4>Document Listing</h4>
<p>This pane is used to list documents associated with the selected serial numbered part. You can drag a listed document and drop it onto the appropriate reference field to make an assignment.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Sales Orders</p>
</td>
<td valign="top">
<p align="left">Check to include sales order items in the assignment list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Invoices</p>
</td>
<td valign="top">
<p align="left">Check to include invoice items in the assignment list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Work Orders</p>
</td>
<td valign="top">
<p align="left">Check to include work orders in the assignment list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Jobs</p>
</td>
<td valign="top">
<p align="left">Check to include estimates and jobs in the assignment list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Include Kits</p>
</td>
<td valign="top">
<p align="left">Check to include parent kits where appropriate in the assignment list.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">From and To Invoice and DN</p>
</td>
<td valign="top">
<p align="left">Enter a restrictive range of invoice and dispatch note numbers for the listing.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Document List</p>
</td>
<td valign="top">
<p align="left">A list of available options for assignment of the serial number. To assign, drag a line to the appropriate entry.</p>
</td>
</tr>
</table>
<h4>Serial Number Listing</h4>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnoedit3.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnoedit3.jpg" width="267" height="167" alt="Product Serial Number Maintenance - Assignements pane with Serial Number Listing pane"/></a></p>
<p>This pane is used to list un-assigned serial numbers for the part selected in the structure tree. You can then drag a line and drop it onto an unassigned part in the structure tree to assign it within the structure.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Unassigned only</p>
</td>
<td valign="top">
<p align="left">This will restrict the list to only those serial numbers that are not yet assigned to a parent. Otherwise all serial number for the part are listed within the to and from range.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">From and To Serial Numbers</p>
</td>
<td valign="top">
<p align="left">Enter a restrictive range of serial numbers for the listing.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number List</p>
</td>
<td valign="top">
<p align="left">A list of serial numbers for the selected component part in the structure tree. Drag lines from this list to make assignments on the structure tree.</p>
</td>
</tr>
</table>
<p><a href="#top">Back to top</a></p>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../serialno/wsnolist">Serial Number Listing</a></li>
<li><a href="../serialno/wsnosequ">Serial Number Sequence Setup</a></li>
<li><a href="../customers/wadrselect">Address Selection</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 23 Feb 2016 10:30:00.00. Class wSnoEdit last modified 28 Apr 2018  08:09:53.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Product Serial Number Maintenance</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnoedit/">Serial Numbers: Product Serial Number Maintenance</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
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		<item>
		<title>Serial Numbers: Serial Number Listing</title>
		<link>https://caliach.com/knowledge-base/wsnolist/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsnolist/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Listing</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnolist/">Serial Numbers: Serial Number Listing</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Number Listing</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Listing</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnolist.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnolist.jpg" width="427" height="254" alt="Serial Number Listing"/></a></p>
<p>This window is available from the <b>List for Part</b> button on the <a href="wsnoedit">Product Serial Number Maintenance</a> window.</p>
<p>You can enter a part number, use keyword search or the parts ScratchPad to choose a part number for the listing.</p>
<p>The <b>Include Customer Name</b> option is provided to improve performance where the list is likely to be very long.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Part Number</p>
</td>
<td valign="top">
<p align="left">Parts Master. Part number unique identifier. {PTMFILE.PTMPTNO char 18}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Description</p>
</td>
<td valign="top">
<p align="left">Parts Master. Part description. {PTMFILE.PTMDESC char 30}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Stock UoM</p>
</td>
<td valign="top">
<p align="left">Parts Master. Standard stock unit of measure. {PTMFILE.PTMSTUM char 6}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number List</p>
</td>
<td valign="top">
<p align="left">Lists of serial numbers for the part selected. Click to select. Double-click in column to drill down to document, WO, parent, etc..</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Include Customer Name</p>
</td>
<td valign="top">
<p align="left">If checked the customer name will be included in the list (takes more time).</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Include Obsolete</p>
</td>
<td valign="top">
<p align="left">If checked, obsolete records will be included.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../serialno/wsnoedit">Product Serial Number Maintenance</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 8 May 2012 06:21:00.00. Class wSnoList last modified 28 Apr 2018  07:58:51.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Listing</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnolist/">Serial Numbers: Serial Number Listing</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
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		<title>Serial Numbers: Serial Number Creation on PO Receipt</title>
		<link>https://caliach.com/knowledge-base/wsnopocreate/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsnopocreate/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Creation on PO Receipt</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnopocreate/">Serial Numbers: Serial Number Creation on PO Receipt</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Number Creation on PO Receipt</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Creation on PO Receipt</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnopocreate.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnopocreate.jpg" width="329" height="209" alt="Serial Number Creation on PO Receipt"/></a></p>
<p>This window will open automatically when you process a Goods Receipt for parts that have been set to <b>Required on Goods Receipt</b> in the Product Serial Numbering Options.</p>
<p>You can set up a list of new serial numbers and comments. When the receipt is processed serial number records will be created.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/tip40-33.jpg" width="24" height="24" alt="Tip"/><strong> TIP:</strong> To enable barcode scanning of serial numbers, an <b>Enter</b> following entry of a line&#8217;s serial number will be translated into a double-tab taking the cursor to the next serial number line. After the last entry, an Enter operates the <b>Apply</b> button. With this control, you can use a Barcode Wedge, programmed to add a &lt;CR&gt; to the scanned barcode data.</p>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number Grid</p>
</td>
<td valign="top">
<p align="left">This is a list of an appropriate quantity of serial numbered parts for this goods receipt. A serial number record will not be created for rows left with no unique serial number.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Part Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Part number. {SNOFILE.SNOPTNO char 18}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Serial Number</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Serial number. {SNOFILE.SNOSNO char 18}</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Notes and Comment</p>
</td>
<td valign="top">
<p align="left">Product Serial Numbers. Notes and comments. {SNOFILE.SNOCOMM char 32000}</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Apply</p>
</td>
<td valign="top">
<p align="left">Click to complete and record the proceed with the goods receipt.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../pohistory/wpolreceive">Goods Receipt from Purchase Order</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:49:00.00. Class wSnoPoCreate last modified 18 Feb 2015  01:54:51.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Creation on PO Receipt</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnopocreate/">Serial Numbers: Serial Number Creation on PO Receipt</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></content:encoded>
					
		
		
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		<title>Serial Numbers: Serial Number Reports Selection</title>
		<link>https://caliach.com/knowledge-base/wsnoprint/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsnoprint/</guid>

					<description><![CDATA[<p>Serial Numbers: Serial Number Reports Selection</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnoprint/">Serial Numbers: Serial Number Reports Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Serial Number Reports Selection</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Reports Selection</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnoprint.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnoprint.jpg" width="323" height="237" alt="Serial Number Reports Selection"/></a></p>
<p>This report setup window provides you with the ability to choose a range of selections, sort order and report types.</p>
<p>You can drag and drop onto the <b>Print Report</b> button from the Parts or Customers ScratchPads to obtain a report of selected parts or customers only.</p>
<p><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/note40-37.jpg" width="24" height="24" alt="Note"/><strong> NOTE:</strong> This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as <b>Adhoc extra where</b>. For more help on their use and examples see the <a href="../sql/introsql">Client-Server SQL Introduction</a> help.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Field</p>
</th>
<th valign="top">
<p align="left">Description</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Document Selection</p>
</td>
<td valign="top">
<p align="left">Enter a selection in the <a href="wsnoselect">Serial Number Selection</a> subwindow.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Sort</p>
</td>
<td valign="top">
<p align="left">Choose the field for the primary sort of parts on the report.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Report Type list</p>
</td>
<td valign="top">
<p align="left">Select a report type. Any custom reports entered in the Settings will appear at the bottom of the list.</p>
</td>
</tr>
</table>
<p/>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">Print Report</p>
</td>
<td valign="top">
<p align="left">Will cause a report to be printed of the subject matter. Right-click to change the report destination.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../serialno/wsnoselect">Serial Number Selection</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:21:00.00. Class wSnoPrint last modified 17 Oct 2017  04:29:56.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Serial Number Reports Selection</p>
<p></body></p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnoprint/">Serial Numbers: Serial Number Reports Selection</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
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		<title>Serial Numbers: Dispatched Serial Numbers</title>
		<link>https://caliach.com/knowledge-base/wsnoreturn/</link>
		
		<dc:creator><![CDATA[Brendan Proctor]]></dc:creator>
		<pubDate>Wed, 27 May 2020 16:45:19 +0000</pubDate>
				<guid isPermaLink="false">https://kb.caliach.com/index.php/knowledge-base/wsnoreturn/</guid>

					<description><![CDATA[<p>Serial Numbers: Dispatched Serial Numbers</p>
<p>The post <a href="https://caliach.com/knowledge-base/wsnoreturn/">Serial Numbers: Dispatched Serial Numbers</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><body></p>
<h2><a name="top"/>Dispatched Serial Numbers</h2>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Dispatched Serial Numbers</p>
<p><a href="https://caliach.com/wp-content/uploads/2022/12/wsnoreturn.jpg"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/wsnoreturn.jpg" width="304" height="137" alt="Dispatched Serial Numbers"/></a></p>
<p>This window will open when you receive returned serial numbered parts from a customer in the <a href="../dispatch/wsahreturns">Returns from Dispatched Sales</a> window.</p>
<p>This window lists all serial numbers assigned to the dispatch. If you are not receiving back all the dispatched quantity, select those serial numbers not returned on the list and use the delete key to remove them.</p>
<table border="1" width="100%" cellspacing="0" cellpadding="2">
<tr>
<th valign="top">
<p align="left">Button</p>
</th>
<th valign="top">
<p align="left">Action</p>
</th>
</tr>
<tr>
<td valign="top">
<p align="left">Cancel</p>
</td>
<td valign="top">
<p align="left">Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.</p>
</td>
</tr>
<tr>
<td valign="top">
<p align="left">OK</p>
</td>
<td valign="top">
<p align="left">The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.</p>
</td>
</tr>
</table>
<p/>
<table border="0" cellspacing="0" cellpadding="2">
<tr valign="top" align="left">
<td width="80">See also: &#8211;</td>
<td>
<ul>
<li><a href="../dispatch/wsahreturns">Returns from Dispatched Sales</a></li>
</ul>
</td>
</tr>
</table>
<p id="versionline">Compiled in Program Version 5.10. Help data last modified 3 Nov 2001 12:21:00.00. Class wSnoReturn last modified 23 Sep 2017  10:51:07.</p>
<p id="navline"><img loading="lazy" decoding="async" src="https://caliach.com/wp-content/uploads/2022/12/arrowright-37.gif" width="9" height="10" alt="Document path" align="bottom"/> <a href="../index">Reference Contents</a> &gt; <a href="index">Serial Numbers</a> &gt; Dispatched Serial Numbers</p>
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<p>The post <a href="https://caliach.com/knowledge-base/wsnoreturn/">Serial Numbers: Dispatched Serial Numbers</a> appeared first on <a href="https://caliach.com">Caliach</a>.</p>
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