Serial Tracking report

The Serial Tracking report displays a list of transactions by serial number. Use this report to analyze your inventory based on serial numbers. Typically, you use this report to determine to whom an item was originally sold. In the settings page, you can filter the report on any combination of serial numbers, items, and/or warehouses. After the report displays, you can drill down into the document and item by selecting on links within the report.

Who typically needs this report?

  • Customer service representatives who need to look up a serial number to see all the transactions associated with it.

    • To generate this report:

    • Go to Inventory Control > All > Reports > Serial tracking.

      The report settings page appears

    Subscription

    Inventory Control
    User type

    Business, Warehouse
    Permissions

    Serial tracking: Run

    View a monthly report

    To run a report:

    1. On the report settings page, select View.

      The report displays all results for the default reporting period.

    2. To refine the report, select Customize.

    Customize and run

    If you want to see every result for a particular category, don't make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report might take a long time to run and might return too many results to be useful.

    Before running the report, you can select the types of items to include and specify how you want the report to appear.

    To customize and run a report:

    1. Set the filters to get the specific data you want.

      Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.

    2. Enter a title, subtitle, and footer for your report.
    3. View, process, memorize, or export the report by selecting one of the following:
    To... ...select

    View the report now

    View

    Generate the report and store it for later access. Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.

    Process & Store

    Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.

    Memorize

    Export the report to a separate file that you can then distribute or save to your local drive. Export to Excel, Word, text, or csv formats.

    Export

    After you run a report, you can also either email it to others or return to the Report Settings page to refine the results.

    Report filters

    Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.


    1. To track items for a specific serial number or a range of serial numbers, use the From serial number and To serial number dropdown lists.

      All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as necessary—from everything in the system to a single specific object.

      To run this report for a single object:

      1. From the From dropdown, select the object that you want.
      2. From the To dropdown, select the same object.

      To run this report for a specific range of objects:

      1. From the From dropdown, select the object that you want to begin the range.
      2. From the To dropdown, select the object that you want to end the range.

      To run this report for all objects:

      Leave both dropdowns blank.

      If you have a lot of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run 5 reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

      An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.
    2. Use the Report on option to choose to track items by either Item ID or UPC code:
      • To track items by Item ID: Select Item ID, and then use either the From item and To item dropdown lists or the Operator and Value fields to specify the items to include in your report.
      • To track items by UPC code: Select UPC, and then use either the From UPC and To UPC dropdown lists or the Operator and Value fields to specify the items to include in your report.
      The Operator and Value fields help you filter on specific items. For example, if you want a report on an item with the ID 800HGT453, but you remember only part of the ID, such as the HGT characters. You can select Contains from the Operator dropdown, enter HGT in the Value field, and select View. The system finds and displays all items where the Item ID contains the character string "HGT". If you select Includes or Excludes from the dropdown, the Value field can contain a list of values separated by commas.
    3. To show results for a specific warehouse or range of warehouses, use the From warehouse and the To warehouse dropdown lists. Alternatively, you can select an operator from the Operator dropdown list and enter a value in the Value field to match the items to include in your report.
    Filter field Notes Limitations

    From serial number, To serial number

    Enables you to get data only for a specific serial number or a range of serial numbers.

    		  

    Report on

    Enables you to list items in your report by either Item ID or UPC code.

    All items have IDs, but not all items have UPC codes.

    From item, To item

    Enables you to get data only for a specific item or range of items, such as items from A to F, or item numbers 3100 to 5000.

    Select items from these dropdown lists or UPC codes from the From UPC and To UPC dropdown lists, but not both.

    Operator, Value

    Enables you to filter your list by using an operator. After selecting an operator, enter a value in the Value box.

    Enter data in these fields or use the From item and To item dropdown lists, but not both.

    From UPC, To UPC

    Enables you to get data only for a specific UPC code or a range of UPC codes.

    Select UPC codes from these dropdown lists or items in the From item and To item dropdown lists, but not both.

    Operator, Value

    Enables you to filter your list by using an operator. After selecting an operator, enter a value in the Value field.

    Enter data in these fields or use the From UPC and To UPC dropdown lists, but not both.

    From warehouse, To warehouse

    Enables you to get data only for a specific warehouse or range of warehouses.

    Select warehouses from these dropdown lists or use the Operator and Value fields, but not both.

    Operator, Value

    Enables you to filter your list by using an operator. After selecting an operator, enter a value in the Value field.

    Enter data in these fields or use the From warehouse and To warehouse dropdown menus, but not both.

    Product line

    Use to show results only for a specific product line.

     

    Location and department filters

    These filter options appear only if you work in a multi-entity environment.

    1. To filter the report by geographic location, select the location from the Location dropdown list.
      Enter or select a location to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
    2. To filter the report by department, select the department from the Department dropdown list.
    3. If you want the report to cover certain locations regardless of what you select in the Location dropdown list, use the Show for dropdown list to select the locations you want the report to cover:
      1. All Locations: Include data for all locations regardless of the entity you're currently using.
      2. This Location: Include data only for the entity that you're currently using.
      3. Child Locations: Include data only for the locations that are child locations of your current entity.  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.
    Filter options
    Filter field Descriptions

    Location

    Use to limit report results to a specific location.

    Department

    Use to limit report results to a specific department.

    Prompt on run

    Select this checkbox to force the system to wait for you (or anyone using this report) to enter a location or department before it runs the report.

    Show for

    Select to show different views of the data, based on the location or entity you choose:

    All locations: This option shows the data that's posted to the location or entity and its children.

    This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown.

    Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown.

    Example:

    Suppose your location is United States > California > San Francisco.

    All locations would show transactions for United States, California, and San Francisco.

    This location would show transactions for United States.

    Child locations would show transactions for California and San Francisco only.

    Titles and footer

    Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

    1. Enter the title in the Report title 1 field.
      • This title displays in large type at the top of the page, directly under your company name.
      • You can type over any default name that Sage Intacct might have populated in this field.  
    2. Enter the subtitle in the Report title 2 field.
      • The subtitle displays in smaller type, directly beneath the main title.
    3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.

    You can use up to 80 characters, including spaces, in each title, subtitle, and footer.

    What's in this report?

    The default Serial Tracking report consists of the following columns:

    Report column heading Description

    Serial number

    The serial number assigned to the individual item in the transaction.

    Document ID

    The transaction type and the document number assigned to the transaction. For example, Receipt or Sales invoice.

    Date

    The date on which the transaction occurred.

    Item ID

    The ID of the inventory item.

    Item description

    The name of the inventory item.

    Warehouse ID

    The warehouse associated with the transaction.

    Zone

    The zone in which the bin for the item is located if bin tracking is used. The use of zones is optional.

    Aisle

    The aisle in which the bin for the item is located if bin tracking is used. The use of aisles is optional.

    Row

    The row in which the bin for the item is located if bin tracking is used. The use of rows is optional.

    Bin

    The bin in which the item is located if bin tracking has been defined and used.

    Qty

    The number of items involved in the transaction.

    Expiration date

    The expiration date of the item if expiration tracking is enabled and used.

    You can select any link to drill down to the details.