1. Setup & Configuration - Serial Codes
2. Go to Admin -> Config Settings -> Serial # Format
3. There you will see a field called "Default Serial Format".
4. Input your serial format using any series of "keywords" to properly mask the serial; you can also insert other characters (dots, dashes, etc.) to separate the keywords inside the serial number; any such character will be "static" and remain unmodified through the mask.
5. Available keywords include: DATECODE (order date code specified on Serials page of an order); LOTCODE (order lot code specified on Serials page of an order); SEQUENCE (incrementing sequence number specified on Serials page of an order. This keyword may be further modified with parenthesis and a number to specify digits, e.g. SEQUENCE(4) will yield four zeros.); PARTNUM (part number from the order, excluding prc); PRCPART (part number from the order, including prc); ORDERNUM (order number); ORDERLINE (order line number); SERIAL_NUM_1 (incrementing number. Can be modified with parenthesis and a number to specify digits, e.g. SERIAL_NUM_1(4) will yield four zeros as the numbering format); SERIAL_NUM_2 (incrementing number. Can be modified with parenthesis and a number to specify digits, e.g. SERIAL_NUM_2(4) will yield four zeros as the numbering format)
6. Click Update to register the serial masking format in the system to apply to any new orders created from that point on.
7. Setup & Configuration - Lot Codes
8. Go to Admin -> Config Settings -> Config Settings
9. Input "lot_code_scheme" in the Name field and click Submit to search
10. Type in any keywords to mask and auto-generate the lot code; any keyword listed above may apply, with exception of LOTCODE itself.
11. Click "Set" to register the lot code masking in the system to apply to any new orders created from that point on.
12. Use of Lot Codes and Serial Numbers
13. Create a new work order
14. Lot code will apply automatically to all work orders created; review in Work Order View >> Serials. Lot code may be overridden manually.
15. Serials will generate upon clicking "issue serials" on the Serials page of any work order; they will generate per the masking setup above. Serial numbers may be overridden manually if desired as they are issued.