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Feature: Pull Serial Numbers for Work Orders from Priority

This feature allows the system to automatically retrieve serial numbers associated with work orders from Priority ERP.

Asaf Cohen avatar
Written by Asaf Cohen
Updated over 5 months ago

🔧 Requirements for Activation

To enable this functionality, the customer must create a subform under the SERIAL screen in Priority:

  • Form name: NEXT_SERIALNUM or NEXTPLUS_SERIALNUM

  • Parent form: SERIAL (child of the work order screen)

The subform must contain at least the following fields:

Field Name

Description

Type

SERNUM

Serial number

Text

SERN

Device ID (optional but recommended)

Number

🔄 Sync Logic

  • Initial Pull:
    When a work order is first created in Next Plus, serial numbers from the subform will be pulled automatically.

  • Post-Creation Updates in Priority:

    • If the session has not started, updated serial numbers will be synced.

    • If the session has already started, changes will not be synced, and a warning will be displayed.

    • If the update is only to change the SERNUM of an existing SERN, the new value will be synced.

This feature ensures better alignment between devices registered in Priority and those tracked in Next Plus. For setup assistance, contact the support team.

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