Serial Number Required Before Invoicing

(ID# 1788) Set this Inventory option in Options Configuration to Yes to ensure that a serial # has been entered in POS before the sale can be completed. When set to Yes you will be able to select "To Be Determined (TBD)" when posting a serialized item's whose serial # is not yet known. For example, when special ordering an item which is serialized. Once the item's serial # is known it can be entered by doing a line item change and using Menu E "Assign Serial #".

 

Security bit 1143 "(MO) Invoice a POS transaction with serialized item(s) without a serial #" controls the ability to invoice a transaction that has one or more Tally=S items without a serial #.

 

 

When option 1788 is set to Yes, attempting to invoice a serialized item posted without a serial number will display this warning:

 

 

Select No to locate and assign the serial number on the Posting screen. Press Menu and select E “Find Items Without Serial # Assignment” to see the list of items with no serial number. Selecting the item from the list will display it in posting. Press Menu and select E “Assign Serial Number” to assign the proper serial number for the item.   

If you select Yes to continue invoicing without a serial number and you do not have security bit 1143,  the Manager override required dialog displays: