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  • When inserting Item Ledger Entries if Serial No. is not blank.

    • Insert Serial No. Ledger Entry.

      • Copy Document Type to Entry Type

    • Insert a Serial No. header if it does not exist. We should never allow duplication.

    • When unposting WS, delete the serial number only if it is not assigned, and or if it is not sold., or error

      • Serial No. Assignment table is blank for this serial number

      • 3 fields below are blank

        • Sold to Opportunity

        • Sold to Opportunity Product

        • Sold to End User Account

  • 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:

      • Sold to Opportunity

      • Sold to Opportunity Product

      • Dealer Account

      • Sold to User Account

    • Or Serial No. Assignment assignment table is not blank

  • These four fields should be READ only for regular users.

    • Sold to Opportunity

    • Sold to Opportunity Product

    • Dealer Account

    • Sold to End User Account

  • Field Tracking

    • Must turn on field tracking for all fields on Serial No. table, and Serial No. Entry table.

  • When posting returns

    • Error if the following 3 fields are not blank and or Serial No. Assignment is not blank.

      • Sold to Opportunity

      • Sold to Opportunity Product

      • Sold to End User Account

    • When posting returns, blank out Dealer Account.

      • Add one more Serial No. Ledger Entry, for the return.

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