Changes to an item's Serial Status made from a purchase order are now recorded in the Serial Inventory Audit. Users can review the audit history to see when a status was changed and track updates made before the item is received, providing greater visibility into serial inventory activity.
SOP: Track and Audit Serial Status Changes from Purchase Orders
Objective
This SOP explains how to change an item's serial status directly from a purchase order and verify the change in Serial Inventory using the audit history. It helps team members maintain accurate inventory records and quickly trace when and how a serial status was updated.
Key Steps
1. Open the Purchase Order and locate the item’s Serial Status 0:14
Navigate to Purchase Orders and open the relevant purchase order.
Find the item whose serial status needs to be updated.
Review the current Serial Status shown on the purchase order line.
2. Update the Serial Status on the purchase order 0:22
Click the Serial Status drop-down for the item.
Select the new status you want to apply (for example, Used).
Save the purchase order changes to record the update.
3. Go to Serial Inventory to verify the updated item 0:33
Navigate to Inventory.
Click Serial Inventory to view serial records.
Use the inventory view to locate the item associated with the purchase order.
4. Search for the item by PO number 0:57
In Serial Inventory, use the search/filter drop-down.
Select PO number as the search field.
Enter the purchase order number (for example, 648) and run the search.
Confirm the matching item appears in the results.
5. Expand the item record to review serial status details 1:15
Locate the item returned in the search results.
Click the expand button to open the item details.
Review the serial status information shown for that purchase order item.
6. Open the history audit to confirm the status change 1:44
Click the item’s History button.
Review the audit trail for the serial record.
Confirm the history shows the serial status change, including the previous status, new status, and date of update.
Cautionary Notes
Do not assume the purchase order screen is the only place to verify the change; always confirm it in Serial Inventory.
Use the correct PO number when searching so you review the intended item.
Save the purchase order after changing the serial status, or the update may not be recorded.
Audit history should be used for troubleshooting discrepancies and confirming when a status change occurred.
Tips for Efficiency
Keep the PO number handy before starting the search.
Use the expand and History buttons directly in Serial Inventory to avoid checking movement records.
Verify the status change immediately after saving to catch errors early.
Use the audit trail as a quick reference when investigating inventory discrepancies or training new team members.