Serial number list

In this procedure you can see information in a list about serial numbers and batches. In the standard list you can select between different presentations which display information about for example the customer orders or delivery addresses for the serial numbers/batches.

The lists and presentations load information from the register in the Serial numberClosed A serial number is a number that is used for traceability for parts on entity level./BatchClosed A batch is the set of components/products manufactured at the same time and made from the same original material. procedure. In most cases it is only possible to view the information in the list, not to modify it.

Standard

This list displays information based on the selected presentation: General, Reading, Origin, Customer order, Delivery address, Invoicing, Installation, or Status and Location/site.

Stock balance

This list displays information about stock balances. The list is grouped by serial number/batch number. Each row refers to a location.

Warranty

This list displays information about warranty details for serial numbers/batches. It is possible to update information in this list.

Aftermarket

This list shows information about aftermarket orders, that is, customer orders with links to the serial number/batch.

Case

This list displays information about cases concerning serial numbers/batches.

Event log

This list displays information about events for serial numbers/batches.

Manual level list

This list displays information about which numbers the serial numbers/batches consists of, or where the serial numbers/batches are included.

Change of owner

This list displays information about change of owner for serial numbers/batches.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.