Serial Controlled Inventory Transactions in Oracle Fusion

Serial Number Assignment

• You must assign serial numbers whenever you receive items under serial number control into inventory.
• If an item is under Predefined control-> We can choose from the list of predefined serial numbers for that item.
• If an item is under Dynamic entry At inventory receipt -> We can choose from a predefined list of serial numbers or enter any serial number, depending on the uniqueness control for your organization. You can create and assign serial numbers individually or as a range to speed up data entry.
• If your Item is under Dynamic entry At sales order issue -> We can only assign serial numbers when we perform a shipment transaction in Oracle Order Entry/Shipping.
• Once Serial number is assigned to an item, the combination of the serial number and the Item is an entity known as a Serialized unit. From that point on, Oracle Inventory tracks all movements and maintains the following information for each serialized unit:
  • Receipt or Ship Date: The date on which you last performed a material transaction for your serialized unit. Material transactions update this information when you move your serialized unit.
  • Serial Status Oracle Inventory assigns one of the following statuses to your serialized unit: Defined but not used, Resides in inventory, Issued out of inventory, or Resides in in transit.
  • Location: The organization, Subinventory, and locator in which the serialized unit currently resides. Material transactions update this information when you transfer the serialized unit.
  • Revision level: The revision of the item when you assign the serial number to the unit.
  • Lot number: During material transactions, you first specify the lot number and then the serial number. Oracle Inventory tracks the lot from which a specific serialized unit originates.

Case 1: Create Serial Controlled Item with Serial Generation at “Dynamic entry at Inventory Receipt”.

• Create Item with below features

• Navigation On Item screen -> Go To Specifications Tab -> Inventory -> Under Serial Section, ensure we select Generation =Dynamic Entry at Inventory Receipt.
• Enter values in
  • Starting Prefix = “LAP_”
  • Starting Number = “101”

• Go To Associations -> Search Child Organization and add RV01_Child_1.

Case 2: Change setup at Child Inventory Organization for Serial Number Generation.

• Navigation -> To go Setup and Maintenance -> Click on Task Pane Carousel -> Click on Search. Enter Task “Manage Inventory Organization”
• Search with organization RV01 to fetch Child Org RV011. Select Child Org RV011 and Click on Pencil button to Edit.

• Click on Next button.

• Click on tab “Lot, Serial Number and Packing Unit” and Change Values under section Serial Number Generation
  • Set Generation = “At Item Level”
  • Prefix= “HP_”
  • Starting Serial Number= “101”.

Case 3 : Generate Serial Number

• Schedule process to Generate Serial Number.

• Go to Supply Chain Execution -> Inventory management -> From Task Carousel select Manage Serial Numbers.

• Search for Item RV01_Laptop. 2, Serial Numbers would be generated.

• Note: Serial Number starts with Prefix LAP_.
• Reason:  Since in Step 1(b), “Inventory Organization setup”, Serial number generation is set at Item level, so despite giving HP_ in Inventory organization setup, Prefix LAP_, given at Item level got selected.

If we would have given, at Organization Level, in Step 1(b), Serial number would had got generated with prefix LAP_.

Case 4. Generate Serial Number during Miscellaneous Receipt Transaction

• Create Miscellaneous receipts. Click on Record Lots and Serial Numbers

• Click on Enter Serial Number Range.  

• Default Screen appears with Quantity as 300, qty entered above.

• If we enter value in “From Serial Number” as 1, it will default “To Serial number” to 9 as well.
• It will also populate values in Change Numbers Entered and Numbers remaining.

• Enter values in “From Serial Number” as shown below. It will generate “To Serial Number” and do calculation accordingly.

• Click on OK and Submit.

• Verify Generated Serial Number using Step C.
• Do note the usage of existing serial number and newly created serial Number.
• In below screenshot, Lap_101 and LAP_102 was created at step 1.C and its usage is Defined but not used.
• LAP_299 to LAP_ 555, is created during Miscellaneous transaction and its usage is “Resides in stores”.

Case 5. Add Supplier Details in Serial Number.

• In case supplier is providing item and want their Name and Serial Number in the list, we can do following.
• Navigation -> To go Setup and Maintenance -> Click on Task Pane Carousel -> Click on Search.
• Enter Task “Manage Serial Number”.
• Search with Serial Number and then Click on Pencil button to Edit.

• Enter Supplier Details and Supplier Provided Serial Number. Note: I didn’t enter correct supplier Number, so it is coming as error.

Case 6. Create Miscellaneous Issue transaction

• Navigation
• Go to Supply Chain Execution -> Inventory management -> From Task Carousel select Create Miscellaneous Transaction. Verify Organization is RV011 at top right corner.

• Enter following Details:
• Type= Miscellaneous Issue,
• Use Current Item Cost = Yes
• Account = 10-100-1000
• Click on Actions -> Add.

• Enter Item and QTY and Click on “Edit Details”

• Note: We cannot generate Serial Number during Miscellaneous Issue. As can be seen in above and below screen, Generate Serial Number Range is not Editable. Click on Record Lots and Serial Numbers.

• Click on Enter Serial Number Range.

• Click on Drop Down option and then Click on Search button of From Serial Number.

• Select Lap_300, which was created during Miscellaneous Receipt Transaction.

• By Default, to Serial Number gets defaulted with End Sequence value. Click on Ok.

• Click on Submit.

• Verify Serial Numbers. Above entered Serial Number Starting from LAP_300 to LAP_304, status is Issued out Stores.  

Case 7. Create Items with Predefined Serial Number Generation.

• Note: For Predefined Serial Number, Serial numbers cannot be generated at run time. Serial Numbers needs to be created first before getting used/Issue.
• Create Item with below exception being In Serial Number Generation Setup, change it to “Predefined Serial Number”.

• Generate Serial Number following Step C.

• Below Serial Numbers got generated.

• Create miscellaneous Receipt.
• Try entering Quantity as 25 instead of 10.  You will not be able to generate Serial numbers during Receipt.

• Click on Edit Details -> Record Lots and Serial Number. Qty Field has value 25.

• Click on From Serial Number and Choose DESK_101. Keep a note on Qty which is still 25.

• Now Qty Changes to 10 and “From” and “To” serial number becomes DESK_101 and Desk_110, respectively. Since we had 10 serial numbers printed for this item only 10 Qty would be issued.

• In case you wish to Enter Serial Number Range for Qty 15, you cannot find Serial Number.

• If we try to do transaction only for 10 Serial Number without Changing entered QTY 25, at initial level, we will get error. Change Receipt Qty to 10 and then proceed further.