Memorizing Transactions with Serialized Items
Posting transactions, such as invoices and cash sales, cannot be memorized if they include serialized items. However, non-posting transactions, such as sales orders, can be memorized with a serialized item if a serial number is not specified.
For example, you can memorize a sales transaction with a serialized item by setting up a memorized sales order. When you create the sales order, select the serialized item in the Item column, but do not enter a serial number. Then, click Memorize to memorize the transaction and select your recurrence options.
To memorize the transaction:
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On the Memorized Transaction page, click Submit.
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Return to the sales order.
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On the Sales Order page, click Submit.
The memorized transaction automatically generates a sales order on the next recurrence date.
You can set up a reminder for sales orders to approve and fulfill. Go to Home. In the Reminders portlet, click Set Up in the menu.
Related Topics
- Enabling Serial Numbered Inventory
- Entering Serialized Inventory Records
- Track Serialized Inventory on Item Records
- Add New Serial Numbers to Inventory
- Searching for Serialized Inventory
- Receiving a Purchase Order With a Serialized Item
- Serialized Items on Sales Transactions
- Fulfilling a Sales Order with a Serialized Item
- Building a Serialized Assembly
- Adjusting Serialized Inventory
- Removing Serial Numbers on Case Forms
- Serial Numbered Items