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SBS Tracking Number Master

Use this page to assign serialized item tracking numbers to the service item. These tracking numbers are then applied to the service item when it is used on a billing schedule.

Specify Tracking Numbers

Serial tracking numbers can be assigned to the service item manually or by importing an XML or CSV formatted file.

To manually add a serial tracking number, do the following: 

  1. On the Item Card, add a service item and ensure that the following settings are used: 
    • Type is set to Service
    • Turn on Enable Service Item Tracking.
  2. Select Actions > SBS Tracking Numbers and on the SBS Tracking Number Master page, manually type a unique serial tracking number for each line.

To save time, you can import the serial tracking numbers by using Actions > SBS Import/Export from the main Items list page. For the import file format and examples, see Serialized Item Tracking Numbers.

Fields

This page contains the following fields: 

Field Description
Tracking No. Specify the unique tracking number for the service item.
Is Used

Indicates whether the serial tracking number is currently used. Read-only. This check box is automatically updated when the tracking number is selected for use on the Schedule Item Tracking Line for a billing schedule.

When this check box is selected, the serial tracking number cannot be modified nor deleted.