thumb_up
thumb_down
link
Copy link
Copied
insert_emoticon
lmatfy
Copied

Add a dossier item to a serial article

You can add a dossier item to a serial number. You use this, for example, to register that there something is wrong with the serial number. You can then view the history of any communications regarding the serial number in the dossier.

If you want to do this, you must first add a dossier item type with serial number as the destination.

To add dossier items from a serial number view:

  1. Go to: Order Management / Item / Serial number.
  2. Select one or more serial numbers (using Ctrl+S).
  3. Click on the action: File item(s).
  4. Click on Yes in the message.
  5. Select the dossier item type for serial numbers in Dossier item type.
  6. Click on: Next.
  7. Complete the fields.

    Which fields that you need to complete, depends on the dossier item type configuration.

  8. Complete the wizard. 

To add a dossier item to a serial number via the serial article properties:

  1. Go to: Order Management / Item / Overview / Serial article.
  2. Open the properties of the serial article.
  3. Go to the tab: Serial numbers.

    Here you see all the available serial numbers for this article. This tab is only available via the Serial article menu option.

  4. Open the properties of the serial number.
  5. Go to the tab: Dossier.
  6. Click on: New
  7. Complete the fields. 
  8. Click on: OK

To view a dossier item by serial article and/or serial number:

  1. Go to: Order Management / Item / Overview / Serial article.
  2. Open the properties of the serial article.
  3. Go to the tab: Dossier.

    If you cannot see this tab, you first need to authorise it.

  4. Open the properties of the dossier item.. This is a dossier item of the type intended for articles.
  5. Click on: OK.
  6. Go to the tab: Serial numbers.
  7. Open the properties of the serial number.
  8. Go to the tab: Dossier.

    If you cannot see this tab, you first need to authorise it.

  9. Open the properties of the dossier item.. This is a dossier item of the type intended for serial numbers.
  10. Click on: OK

To view a dossier item for a serial number:

  1. Go to:Order Management / Item / Serial number.
  2. Go to the tab:Dossier.

    If you cannot see this tab, you first need to authorise it.

  3. Open the properties of the dossier item.. This is a dossier item of the type intended for serial numbers.
  4. Click on: OK.

Directly to

  1. Serial article
  2. Configure
  3. Add a serial article
  4. View a serial article
  5. Add serial numbers to a serial article
  6. Change a serial number
  7. Serial number in a purchase order
  8. Serial number in a goods receipt
  9. Serial number in a sales order
  10. Serial number in a packing slip
  11. Add a dossier item to a serial number
  12. Return a serial article

Process

Serial article

Work area

item