Manage Serialized Inventory V2

Transfer Serialized Products

The following is the process for transferring serialized products:

1. Create serialized inventory.

   Create the product that is serialized and the serialized product. Create the product item with the product name and location. Add the serialized items for the products at the location.

2. Create and send the product transfer.

   Create a product transfer and add the serialized products, quantity you want to send, as well as the source and destination. If the Transfer Record Mode on the product is set to Send and Receive, select the inventory that you want to send. When the product transfer is sent, a serialized product transaction with a transaction type of Sent is created for each serialized product to track its status change. A product transfer state is automatically created for each serialized product.

3. Receive a product transfer.

   To receive the inventory from a product transfer, create a product transfer state. On the product transfer, update the Quantity Received and select Received. After the product transfer is received, a serialized product transaction with a transaction type of Received is created for each serialized product to track its status change. The product item of the transferred serialized product is updated from source location to destination location. The Quantity on Hand on the source product item and destination product item are updated accordingly. If there’s an existing destination product item of the given product and location, no new product item is created, and the Quantity on Hand is updated. If there’s no existing destination product item, a new product item is created. For the source and destination product items, a product item transaction record is created. The record shows the quantity of items moved from the source to the destination.

Guidelines for Serialized Inventory V2

• Before you can send or receive serialized products in a product transfer, the serialized product with the serial number must exist as a serialized product.
• Only locations that use the Inventory Location option can be associated with product items.
• You can only mark a product transfer as received if the product transfer’s Quantity Sent and Quantity Received are equal.
• You can only transfer multiple serialized products (together in one transfer) if they’re all of the same product that is serialized. A product that is serialized is a product whose inventory consists of serialized products. A serialized product is the inventory that has an assigned serial number.
• You can manage serialized inventory V1 and V2 if both are turned on for your org. However, you can't combine V1 and V2 serialized inventory in the same product transfer or product consumed transaction.

Product Item Results Search

When adding a source product item to a product transfer, you can search for product items based on these fields:

• Name
• Product Code
• Description
• Stock Keeping Unit
• Make Name
• Model Name
• Vehicle Trim Level
• Version Name
• Harmonized System Code
• Harmonized Tariff Sched Code
• Manufacturer Name
• Manufacturer Part Number
• Product Line Code
• Product Category Code
• Universal Product Code

Common Terms

The following is a list of terms that apply to the transfer and consumption of serialized products:

• Product (object): a product that your organization sells.
• Product Item (object): the stock of a particular product at a particular location in field service, such as all bolts stored in your main warehouse.
• Product Transfer State (object): an action taken to associate a serialized product to a product transfer and indicate the action done to the serialized product. The new state as a result of the action.
• Product Item Transaction (object): an action taken on a product item in field service. Product item transactions are auto-generated records that help you track when a product item is replenished, consumed, or adjusted.
• Serialized Product (object): a product that is serialized. Each serialized product has a serial number.
• Serialized Product Transaction (object): an action taken on a serialized product. Serialized product transactions are auto-generated records that help you track the status change for a serialized product.
• Product Consumed (object): an item from your inventory that was used to complete a work order or work order line item in field service.
• Product Consumed State (object): the new state of the serialized product after it’s consumed.

Serialized Product Status

When the serialized product status is updated, a serialized product transaction is created. The following table shows the valid serialized product status changes, and the serialized product transaction type for the corresponding serialized product transaction record.

Note When a product transfer is marked as Sent, the status of the serialized product is always updated to Sent, even if the transfer contains a damaged item. If necessary, you can manually mark an item as Damaged without a product transfer.