Concepts Tasks Settings Setting up the Site to Support Serialized Resources Contents Setting up the GL Holding Account for Serialized Units Setting up Serialized Inventory Unit Statuses for Repairable Spares Setting up Unit Identification for Repairable Spares Changing Serialized Inventory Status Definitions for Repairable Spares Creating a Task Template for the Automatic Creation of Repair Work Orders Setting the Default Holding Area Asset for Component Swaps Before you can define resources as supporting serialized inventory, the following items must be set up for your site: • Holding account for the value of issued serialized units • Links between your site’s asset statuses and the serialized resource unit statuses • Default asset statuses for installing and removing components • Identification method for individual units • Task template for creating repair work orders (if you are using the automated method) The following checklist outlines the steps to follow to set up a site to support serialized inventory. Follow the links for detailed instructions on each step. To Set up a Site to Support Serialized Inventory 1. Create the holding account for serialized inventory. For more information, see Setting up the GL Holding Account for Serialized Units. 2. Define the inventory statuses and match them to asset statuses. For more information, see Setting up Serialized Inventory Unit Statuses for Repairable Spares. 3. Ensure that default asset statuses are selected for installing and removing components. If your serialized units will not be linked to assets, you can skip this step. See Selecting Default Statuses for Components and Locations. 4. Set the serialized unit identification rule. For more information, see Setting up Unit Identification for Repairable Spares. 5. Create a new Reason for Return called “Repairable Return” or something similar. This reason is used when the Return to Inventory Transaction is created. For more information, see Setting up Material Return Reasons. 6. If you will be setting up repair cycle automation, create a task template for the automatic creation of repair work orders. For more information, see Creating a Task Template for the Automatic Creation of Repair Work Orders. 7. If it has not already been set up for your site, you should select the default holding area asset for component swaps. If your serialized units will not be linked to assets, you can skip this step. See Setting the Default Holding Area Asset for Component Swaps. 8. You can now set up your serialized resources and (if required) component assets. See one of: • Setting Up Assets, Resources and Inventory Units for Repairable Spares • Manually Adding Serialized Inventory Units • Setting up Serialized Inventory Units Not Linked to Assets
