Procedures: Identifiers

Topic overview

This article describes the procedures for using the Identifiers application. The procedures contain instructions on how to enter or edit an identifier, for example. You will also be informed about possible prerequisites and effects.

The description of the Identifiers application, which also contains field and button descriptions, can be found in the Identifiers article.

Entering a new identifier

Preconditions

The item must be managed in the desired identifier.

Instructions

  1. Open the Identifiers application.
  2. In the identification pane, enter an item for which you want to create an attribute master record
  3. Select the [New] button in the standard toolbar
    The specified item is validated for correctness. Once the item has been successfully validated, the input fields are emptied or filled with default values depending on the settings in the Items application and in the Customizing application → Identifiers function.
  1. Enter a unique identification for the new identifier in the Identifiers field
  2. Enter a name for the new identifier in the Description field. If required, you can also enter translations in other languages.
  3. If required, enter further data for the new identifier in the displayed groupings
  4. Select the [Save] button in the standard toolbar
    The data entered is validated for correctness. After a successful validation, the new specification is saved.
Note
Once you have specified an item and selected the [New] button, the item may not be subsequently changed. If you do want to enter the identifier for another item, you must first enter the new item and then select the [New] button. You should always follow this procedure, otherwise you will not be able to save the newly entered identifier.

Duplicating an identifier

Preconditions

The item must be managed in the desired identifier.

Instructions

  1. Open the Identifiers application
  2. In the identification pane, enter the item and the identifier that you want to duplicate
  3. Select the [Refresh] button in the standard toolbar
    Both the specified item and the identification of the identifier are validated for correctness. After a successful validation, the identifier to be duplicated is opened. Different display and input fields are available depending on the identifier type (batch, lot or serial number).
  1. Select the [Duplicate] button in the standard toolbar
    The Identifier field is cleared.
  1. Enter the identification of the new identifier in the Characteristic field
  2. If necessary, change the other fields of the identifier
  3. Select the [Save] button in the standard toolbar
    The changed data is validated for correctness. After a successful validation, the new identifier is saved.
Note
Identifiers can only be duplicated for the same item. If you change the item of an open identifier, you can only perform the [New] action for this item; duplication is not available.
If you change the item after duplicating it, you cannot save the duplicate.
Open an identifier for the desired item to duplicate it, or create a new identifier if no identifier exists for the item.

Opening and editing an identifier

Preconditions

The item must be managed in the desired identifier.

Instructions

  1. Open the Identifiers application
  2. In the identification pane, enter the item and the identifier that you want to open and edit
  3. Select the [Refresh] button in the standard toolbar
    Both the specified item and the identification of the identifier are validated for correctness. After a successful validation, the required identifier is opened. Different display and input fields are available depending on the identifier type (batch, lot or serial number).
  1. Change the desired fields of the identifier. Different display and input fields are available depending on the identifier type (batch, lot or serial number)
  2. Select the [Save] button in the standard toolbar
    The changed data is validated for correctness. After a successful validation, the changes are saved.

Deleting an identifier

Preconditions

The following requirements must be met before you can delete an identifier:

  • No current inventory of the identifier may exist
  • No inventory postings with the identifier may exist
  • There must be no reservations for the identifier
  • The identifier must not exist in any order line items

Instructions

  1. Open the Identifiers application
  2. Load the identifier to be deleted
  3. Select the [Delete] button in the standard toolbar
    Once the above precondition have been validated and the validation was successful, the identifier is deleted.

Removing a deletion marker

It is currently not possible to mark an identifier for deletion. The [Remove deletion marker] action is available so that identifiers that are marked for deletion can be used again.

Preconditions

The identifier must be marked for deletion.

Instructions

  1. Open the Identifiers application
  2. Open the identifier for which you want to remove the deletion marker
  3. Select the [Remove deletion marker] button in the standard toolbar
    The deletion marker is removed.

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