Defaults

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Specify the serial/lot control defaults on this tab. The defaults are the same for a serial number controlled item.

Code

This is the inventory item code against which the warranty details are to be maintained. It defaults in read-only format because you can only access the Warranty Maintenance form from the Inventory Item Maintenance form, where an item is already selected.

This field is read only.

Description

The description of the inventory item.

This field is read only.

Inventory type

The default value is the inventory item type, as specified in Inventory Item Maintenance.

This field is read only.

Lot Number - format and length

These fields default from the format and length defined for the item, displayed in the Inventory Item Maintenance Main form.

This field is read only.

Keep customer warranties

This option is enabled if Keep warranty details for serial/lot items is selected in Module Control - Serial/Lot Control Details.

Select this option to maintain customer warranties for the item at a serial/lot controlled level. If selected, you can enter customer warranties into the Customer Warranty form.

Keep supplier warranties

This option is enabled if Keep warranty details for serial/lot items is selected in Module Control - Serial/Lot Control Details. Select this option to maintain supplier warranties for the item at a serial/lot controlled level. If selected, you can enter supplier warranties into the Supplier Warranty form.

Use expiry dates

Select this option to record expiry dates for serial/lot controlled items. You must enter an expiry date whenever a new lot or serial number is created. If expiry dates are in use, you can define controls to ensure the purchase and/or sale of items stays within the boundaries of expiry dates. For example:

• If you specify Do not purchase within 1 Month (Term), and today's date is 10/12/18, then you can't purchase a serial/lot controlled item if the expiry date for that item is 10/01/19 or less. Greentree prompts you with a message during transaction entry when serial/lot numbers are entered.
• If you specify Do not sell within 2 Weeks (Term), and today's date is 10/12/18, then you can't sell a serial/lot controlled item if the expiry date for that item is 24/12/18 or less. Greentree prompts you with a message during transaction entry when serial/lot numbers are selected.

Term options include: Days, weeks, months, and years.

Expiry date logic applies to the AP Invoice Entry and PO Receipt Entry forms for purchasing, and to the AR Invoice Entry, SO Entry (where lot numbers are required at entry), and SO Packing Slip Maintenance forms for selling.

Save defaults

Click this to save the serial/lot number defaults for the item.

• Warranty Maintenance
• Serial/Lot Transaction Entry

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