One of our clients wanted to better track the transaction history of any particular serialized/lot-numbered item (they did not like the native serial tracking). Basically, they wanted to answer better the question: “Where is this serial number?”
How We Solved This for Them
The best way to go about this was through a transaction saved search that captures both in- and outbound transactions for a particular serialized/lot-numbered item, viewable and filterable by serial number. Here are the steps to build this.
Step 1: Create a new transaction saved search.
- Criteria: Main Line = False (in order to track more than one line item on a transaction); Item = [target item]
Step 2: Set the desired results
- Order Type, Date, Period, Type, Document Number, Name, Item, Serial/Lot Numbers, Location
Step 3: Set filters: Item, Name, and Transaction #
This is a simple but powerful saved search to view the movements of a particular serial number.
Author: Grant Steele
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