SyteLine Serial Number Management Setup Guide

Serial Number Configuration on Item Master

Serialization is controlled by the serial_tracked flag on the Items form (SLItems IDO). SyteLine supports three serialization modes: Pre-assigned (serial required at every transaction), Post-production (serial assigned at completion or shipment), and When Received (serial captured at PO receipt). The serial_prefix and serial_length fields on the item record control auto-generation formatting.

• Set serial_tracked to Pre-assigned for items requiring serial identity at every inventory movement
• Use Post-production mode for items serialized only at job completion or customer order shipment
• Configure serial_prefix and serial_length on the item table for consistent serial number formatting
• Enable serial_in_job to enforce serial tracking through production job material transactions
• Set up serial number sequences in Inventory Parameters to prevent duplicate assignment across sites

Serial Number Transactions and Workflows

The SLSerials IDO stores the serial master record with status, current location, and custom attributes. During PO receipts, the Material Receipts form prompts for serial entry or auto-generates from the sequence. Production completions via the Job Transaction Entry form assign serials to finished units.

The CO Shipping form validates serial allocation against the coitem line before shipment confirmation.

• Purchase receipts create serial records linked to the receiving warehouse and vendor lot in the serial table
• Job completion transactions on the SLJobTrans IDO assign serials to manufactured items automatically
• Customer Order shipping validates serial availability and records serial-to-CO line associations
• Return Material Authorization (RMA) processing links returned serials to original CO shipments
• The serial_status field tracks Available, In Use, In Repair, Scrapped, and Shipped states

Warranty and Service History Tracking

SyteLine ties serial numbers to warranty terms and service history through the Service module integration. The Warranty form links serial records to warranty templates with start dates, durations, and coverage terms. Every service call, field repair, and parts replacement is recorded against the serial number, creating a complete unit-level service history accessible from the Serial Inquiry form.

• Link warranty templates to serialized items with automatic start date calculation at shipment
• Track service calls and repair history per serial number through the Service Order module
• Configure warranty expiration alerts that trigger when serial warranty periods approach end dates
• Use Serial Inquiry to view complete lifecycle history including receipt, production, shipment, and service events