Examples of Serial Entry at Pick

You have the option to enter serial numbers further upstream in the fulfillment process and capture serial numbers at the time of picking.

Since serial numbers are entered at pick confirmation, the shipping agent doesn't need to scan or enter serial numbers during the ship confirm process. This alleviates work on shipping personnel and results in the efficient processing of outbound shipments.

You can enter serial numbers at pick confirmation for the following transaction types:

Sales order pick
Transfer order pick
Transfer order return pick
Movement request issue
Manufacturing-related transactions

Sales Order Pick Example

The ability to enter serial numbers at pick confirm is supported for the Sales Order Pick transaction type. The process of creating a sales order remains the same. The difference is users must record serial numbers while confirming the pick slip.

There are three options to record serial numbers on the Confirm Pick Slips page.

Click the Generate Serial Numbers button to have the serial numbers generated automatically.
Enter the From Serial Number and To Serial Number values for the pick slip line.
Select the Record Serial Numbers from the Action menu.

In the event that you attempt to perform pick confirm without entering the serial number details, you will receive a message warning you to record lot and serial information on one or more pick lines.

Transfer Order Pick Example

The ability to enter serial numbers at pick confirm is supported for the Transfer Order Pick transaction type. The process of creating a transfer order remains the same. The difference is that you must record serial numbers while confirming the pick slip.

Note: For intraorganization transfer orders, serial number entry at pick confirm is only supported for expense destination types.

Similar to a sales order pick transaction, a transfer order pick transaction is processed using the Confirm Pick Slip page. Select Record Serial Numbers from the Actions menu of the Manage Transfer Order page for the selected transfer order line. This takes you to the Record Serial Numbers page where you can enter the serial numbers for the pick slip line.

Once the material has been picked, it can be ship confirmed. When the material is ship confirmed, the serial number usage becomes Resides in in-transit inventory in the source organization. The serial numbers are recorded and you can view their associated usage on the Manage Serial Numbers page.

The next step in the process is the receipt and put away of the transfer order at the destination inventory organization. The treatment of serial numbers depends on the item serial generation method established at the destination inventory organization. In this example, the item serial generation method for the destination inventory organization is Entry at inventory pick.

Serial number entry is enforced at the time of receipt or put away. The serial number field displays with a list of values on the Receiving pages and the Record Lot and Serial page. You must choose the same serial numbers that were shipped for the associated line. The action to generate serial numbers is disabled. Upon put away, the serial number usage changes to Defined but not used. You can view this usage on the Manage Serial Numbers page.

Transfer Order Return Pick Example

The ability to enter serial numbers at pick confirm is supported for the Transfer Order Return Pick transaction type. The transfer order process provides the ability to return material from the destination inventory organization to the source inventory organization. You can search for lines to return using the transfer order number.

Once you create a return line against a transfer order on the Return Lines page, a return transfer order is automatically created. The return transfer order references the original transfer order and the original transfer order line.

The return transfer order goes through the same picking and shipping process as the original transfer order. Once the transfer order has been picked, the serial number usage becomes Defined but not used. You can view the usage on the Manage Serial Numbers page.

Movement Request Issue Example

The ability to enter serial numbers at pick confirm is supported for the Movement Request Issue transaction type. Once the movement request issue transaction has been processed, it's available on the Confirm Pick Slip page to enter serial numbers.

You can either automatically generate serial numbers or manually record serial numbers on the Confirm Pick Slip page. Once the pick slip has been confirmed, the associated serial number usage becomes Issued out of stores, which you can view on the Manage Serial Numbers page. Additionally, you can view the movement request issue transaction on the Review Completed Transactions page.

Manufacturing-Related Transactions

The manufacturing-related transactions shown in this table are supported for serial entry at pick confirmation.

Transaction Source	Transaction Type	Transaction Action	Serial Usage After Processing
Work Order	Work in Process Material Issue	Issue from stores	Issued out of stores
Work Order	Work in Process Material Return	Receipt into stores	Defined but not used
Work Order	Work in Process Negative Component Issue	Work in process negative component issue	Defined but not used
Work Order	Work in Process Negative Component Issue Return	Work in process negative component return	Issued out of stores

When the work order is created in Manufacturing, you can select items that have the serial number generation method set to Entry at inventory pick. You can then enter the component serial numbers on the Report Material Transactions page. Once the material transaction has been reported, the manufacturing transaction is shown on the Review Completed Transactions page. Clicking on the transaction link lets you view the associated serial number.

The final step is to confirm the usage associated with the serial number. The Manage Serial Numbers page shows the serial number usage.