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  • When inserting Item Ledger Entries

    • Insert Serial No. Ledger Entry.

      • Copy Document Type to Entry Type

    • Insert a Serial No. header if it does not exist.

  • If ILE’s Document Type = Shipment, insert another SN ILE with Entry Type = Dealer Stock, and Quantity = 1.

  • Serial No. header cannot be deleted if any of the fields below are not blank:

    • Assigned to Opportunity

    • Assigned to Opportunity Product

    • Dealer Account

    • End User Account

  • These four fields cannot be updated manually:

    • Assigned to Opportunity (updated from Assign/Unassign Serial Number function on Opportunity)

    • Assigned to Opportunity Product (updated from Assign/Unassign Serial Number function on Opportuny)

    • Dealer Account

    • End User Account (updated from Assign/Unassign Serial Number function on Opportunity)

  • Return????

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Case Management

Case (used for Warranty Ticket) one case per serial number

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