About Serial Number Tracking

The Job Costing module offers advanced serial number tracking features. This includes the ability to pre-assign serial numbers to work in progress prior to the invoicing stage, if your work in progress location is not zero and you are moving stock on entry to the job. Serialised lines can be copied from one job to another along with non-serialised lines by using the Copy button on the Quote and Cost tabs.

To use these features, your work in progress stock location must be a valid stock location (i.e. not zero).

The mode of serial tracking can be set on individual stock items. Job Costing supports tracking for Debtor Only (Out only), Creditor Only (In only) or Debtor and Creditor (In & Out Only).

Note: Limited support is provided for Fully Tracked serials. For a serialised item tracked internally (including Fully Tracked), the system will prevent a line moving from the Quote tab unless a serial number is pre-assigned. Any mode that incorporates the Internal attribute can cause problems with the stock transfers to and from WIP unless the serial is known at all steps. The pre-assignment requirement means that the serial number must exist in stock before the Quote line can be sent to another tab. This particularly precludes creating a Purchase Order inside a job for such an item.

To use these features you must enable two company-level profile settings in the MYOB Exo Business Configurator application:

Enable serial number tracking - This setting gives overall control over the enabling of serial number tracking features in all modules.
Allow serial number assignment - If this setting is not enabled, only the invoice production will prompt for serial numbers.

Using expiry dates is optional. These can be used for Warranty or shelf life limits.