Changing Owner on a Serial Number

This document explains how to move a serial # in the customer service module from one owner to a different owner.  This is typical when an owner has multiple locations, each location having an individual owner record in the customer service module.  The customer wants a serialized item moved from one of it’s locations to a different location.  This can be accomplished in Order Processing with a normal service order. 

This will do nothing in Inventory Control (Module 5), Task 20 Serialized item master.  If you want to change the customer # in the Serialized item master, you would need to do a credit memo in order entry for the Item # & serial #. Then re-invoice the item # & serial # to the new customer #.  This will also change the owner # in the customer service module after the invoice is posted out of the invoiced order holding file to A/R.

Order Processing (Module 6)

• Order Entry & Editing (Task 1)
  • Enter new/change existing order (Sub-task 1)

Field 1 order #: Press F3 key for Owner inquiry.

Please enter owner #: Type in the owner # the serial # is being moved to.

• If the new owner # isn’t known, press F1 key to search by owner name; Y key for the correct owner #.
  • If there isn’t an owner # for the location where the serial # is moved too, open up the order & put the correct customer # on it.  By putting the order in the service department & by putting the serial # on the shipping screen, field 23, it will create a new owner record & move the serial # to the new owner record.
  • A list of the current serial #’s will come up on the screen. The serial # being moved shouldn’t be on the screen, since it is currently in the customer service module under a different owner #.  Enter key to say No to all of these serial #’s. 

Move owner information to order? (Y/N) Y

Your cursor will be at field 1 Order #:  Press the enter key to open new order

This order will have the correct customer # for the owner on the order. 

• Put the service department # in field 8. Make any other appropriate entries/changes on the first screen.
• Press F1 key for the shipping screen.
  • Type the serial # on field 23 Serial #: of the shipping screen.
  • Make any other appropriate entries/changes on the shipping screen.

The cursor should go to the line item screen. 

• Put the service item #’s on the order. 
• If no service was done you could have a line item for moving a serial # to a different location. For example: 999-SERIAL # MOVE
  • This could be a labor item & the dimensional type R-repro no quantity.  Contact us additional information on adding new items. If moving the machine had no costs the line item will be a zero amount.  Doing this at a zero cost will record the date it was moved in the service history.  The line item memo notes can have details on moving the item.

Invoice the order.

The order will need to be moved to the invoiced order holding file, either manually or automatically during the nightly processing.

After the invoice is posted from the invoiced order holding file to A/R, the serial # in the customer service module will have the new owner #.