Overview
Serial custom fields let companies store extra information at the serial level when the standard serial record is not enough. This supports specialized tracking without changing the main product master.
Helpful note: Make sure the custom fields are already defined before expecting users to maintain them on serial records.
Where To Find It
Path: Inventory > Serials > Edit Serial Custom Fields
How to maintain custom fields attached to serial records in QBM so extra serial-level information can be stored and reviewed consistently.
How It Works
Users open the serial custom-fields dialog from the serial workflow, review the available custom fields, update the relevant values, then save them to the serial record.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Serial selection | Identifies which serial record is being updated. | Use it before maintaining any custom information. |
| Custom field values | Shows the additional fields defined for serial tracking. | Use it to record the extra details your company needs. |
| Save and trace | Stores the custom field data on the serial record. | Use it when the extra serial information needs to be kept for later review. |
Recommended Workflow
- Open the serial record or serial workflow that exposes custom fields.
- Review the available custom-field names and confirm which ones should be updated.
- Enter or update the required values carefully.
- Save the custom-field changes to the serial record.
- Review the serial again later if the extra details are business-critical.
Best Practice
- Keep serial custom-field usage consistent across similar products.
- Only maintain fields that have clear business value.
- Review field definitions if users are unsure what a field means.