Serial Detail View and Event History
How to Access the Serial Detail View
You can open the Serial Detail form from several places in AccuArk:
- From the Serials tab on an inventory item — Double-click any row in the serials grid to open the detail view for that serial
- From Serial Lookup results — After searching for a serial in the Serial Lookup tool, click View Detail on the result
- From a Customer's Serials tab — On the customer form, the Serials tab lists all serials associated with that customer. Double-click a row to open the detail view.
Header Information
The top of the Serial Detail form displays the key identifying information:
- Serial Number — The unique serial identifier
- Inventory Item — The product this serial belongs to, shown as a clickable link to the item
- Current Status — The serial's current status displayed with its color code (for example, green for In Stock, blue for Sold, orange for Repair)
Detail Fields
Below the header, the form displays the following detail fields:
- Location — The location where this serial is currently held. For sold serials, this shows the location where the sale occurred.
- Customer — The customer who purchased this serial. This field is blank if the serial has not been sold or if no customer was assigned to the sale.
- Condition Notes — Any notes about the physical condition of the unit, typically recorded during receiving or status changes.
- Date Received — The date this serial was first entered into the system, whether through purchase order receiving, manual entry, or Excel import.
Warranty Section
The warranty section displays all warranty-related information for the serial:
- Warranty Status — One of four values: none (no warranty information recorded), active (warranty is currently in effect), expired (the warranty end date has passed), or void (warranty was manually voided)
- Warranty Start Date — The date the warranty period begins
- Warranty End Date — The date the warranty period expires
If the current date is past the warranty end date, the status automatically displays as expired regardless of the stored value. This ensures warranty status is always accurate when viewed.
Event History
The Event History section contains a chronological grid showing every event that has occurred for this serial throughout its lifecycle. Each row in the grid shows:
| Column | Description |
|---|---|
| Event Type | The type of event: received, sold, returned, transferred, or status_change |
| From Status | The serial's status before this event |
| To Status | The serial's status after this event |
| Reference | The linked document, such as an invoice number or purchase order number |
| Location | The location where the event occurred |
| User | The user who performed the action |
| Date | The date and time the event occurred |
The event history provides a complete audit trail of the serial's lifecycle. Every status change, every sale, every return, and every transfer is recorded here with full details of who performed the action and when.
Warranty Claims
Below the event history, a Warranty Claims section lists all warranty claims that have been filed for this serial. Each claim shows:
- Claim Number — The unique identifier for the warranty claim
- Date — When the claim was filed
- Status — The current status of the claim (open, in progress, approved, denied, closed)
- Description — A summary of the warranty issue
Quick Actions
The Serial Detail form includes three quick action buttons for common operations:
- Change Status — Opens a dialog where you can select a new status for the serial and add notes explaining the change. This action requires the INV_CHANGE_SERIAL_STATUS permission.
- Transfer — Opens a dialog where you can select a destination location for the serial and add transfer notes. This action requires the INV_TRANSFER_SERIAL permission.
- File Warranty Claim — Opens the warranty claim form pre-populated with this serial's information. This action requires the INV_MANAGE_WARRANTY_CLAIMS permission.
Each quick action creates a new event in the serial's history, maintaining the complete audit trail.