Introduction
In each request type, you can define up to two Serial number fields, known as Serial number 1 and Serial number 2. You can configure each Serial number field for a request type on this page. A Serial number relates to an Item entry in the system that defines the serial number of an item. For more information on the Item fields, see Customizing Request Type Fields - Item 1 & Item 2.
Description
The following describes only the settings specific to the Serial number field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
- Search keyword: Type "serial" in the Name box and click Refresh. Click the Serial number field that you want to add and configure.
- Automatic label: In a generated request form, the automatic label is "Serial number" for Serial number 1 and "Serial number 2" for Serial number 2.
Default section
Default
Type or select a serial number of an item as the default serial number linked to a newly-created request. A user can change the preselected project unless you have disabled the editing of this field for a relevant status of the request in the Edit section.
Note: The default serial number should be a serial number that meets the criteria in the Dependency section.
Dependency section
Account
Select this checkbox to make the Serial number 1 or Serial number 2 field dependent on the Account field of the request type. In a request of this type, the user can select only a serial number that is linked to the account selected in the Account field. For more information on the Account field, see Customizing Request Type Fields - Account.
Note: The Account field should be included in the request type definition for this dependency to be effective.
Item 1
Select this checkbox to make the Serial number 1 field dependent on the Item 1 field of the request type. In a request of this type, the user can select only a serial number that is linked to the item selected in the Item 1 field. This option is only available for the Serial number 1 request field. If this option is selected, the Item: Type option in the Selection section becomes unavailable. For more information on the Item 1 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 1 field should be included in the request type definition for this dependency to be effective.
Item 2
Select this checkbox to make the Serial number 2 field dependent on the Item 2 field of the request type. In a request of this type, the user can select only a serial number that is linked to the item selected in the Item 2 field. This option is only available for the Serial number 2 request field. If this option is selected, the Item: Type option in the Selection section becomes unavailable. For more information on the Item 2 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 2 field should be included in the request type definition for this dependency to be effective.
Person
Select this checkbox to make the Serial number 1 or Serial number 2 field dependent on the Person field of the request type. In a request of this type, the user can select only a serial number that is linked to the person selected in the Person field. For more information on the Person field, see Customizing Request Type Fields - Person.
Note: The Person field should be included in the request type definition for this dependency to be effective.
Selection section
Status
Select the serial number item status to list only serial number items of this status in the serial number selection page.
- Active - Select this to list only serial number items in the Active status.
- Active + Future - Select this to list serial number items in the Active and Future statuses.
- All - Select this to list serial number items in the Active, Future, and Inactive statuses.
- Inactive - Select this to list only items in the Inactive status.
Type
Select Serial numbers, Assets, Contracts, or Purchase contracts to filter the serial number selection list to show only serial numbers items of this type. Leave this blank if you want to list all types of serial number items.
Item: Type
Select Bulk issue, Contract, Labour hour, Machine hour, Phantom, Reason codes, or Standard to filter the serial number selection list to show only the serial number items that are linked to items of this type. Leave this blank if you want to list serial number items linked to any item type. For more information on the item types, see Creating and Modifying Items.
Note: This field is not available if Item 1 or Item 2 is selected in the Dependency section since in this case the item type will be based on the item in the Item 1 or Item 2 fields.
Selection
Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only serial numbers of items matching this statement. Since the SELECT query contains INNER JOIN of the serial numbers table "ItemNumbers", the items table "Items", and the item assortments table "ItemAssortment", you can use any of these tables in your partial SQL statement for the 'where' clause where applicable.
For example, you want to list only serial numbers of items in the "Computers" assortment where the item assortment code is "2". In this case, type ItemAssortment.Assortment=2. The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:
SELECT ... FROM ... WHERE ... AND (ItemAssortment.Assortment=2) ORDER BY ...
Click Show to preview the selection page and the effect of your SQL statement on the selection list.
Note: The preview list displayed when you click Show takes into account only your partial SQL statement regardless of other settings in the Selection section. The selection page may present a different list in an actual request during run-time when other settings, which may include settings in other request fields, are taken into account.
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