To edit a license number:

1. Select Inventory>License Numbers. A list of license numbers appears.
2. Highlight the license number you want to edit and click Edit License # up above. The Edit License # screen appears.
   • For Transaction Date, the system automatically selects the current date as the date of record for the change to the license number. If the date is different, you can change it by clicking in the field and then selecting the calendar icon to the right.
   • Under Transacted By, enter the user who is editing the license.
3. Edit the license number fields as necessary to make changes to the License # (the name of the license), the License Reference, or the Hold.
   • When you change the License #, all items in inventory associated with the license take on the new number. The number does not change for line items on shipments or receipts. These records are frozen and cannot be modified.
   • To see how license holds work, see license holds.
4. Optionally, enter any Comments about the change to this license number.
5. Under the License Edit Items table:
   • To add new items to the license number: Click Add inventory item. A pop-up appears with a list of all unlicensed inventory items and their quantities. Click the check box for each item you want to add to this license number. Then click OK.
   • To change the amount of an inventory item that is licensed: Key in a new value for the Licensed Qty of that item. The Max Licensable Qty field shows the quantity of this item available to be tagged.
     • If the item master is set to Serial Control: Unique or Closed Container, the Licensed Qty must be set to the entire quantity of the inventory item.
   • To remove an inventory item from a license number: Key in 0 as the new value for the Licensed Qty of that item.
   • To change the license number of an inventory item: First, remove the current License # by keying in 0 as the new value for the Licensed Qty of that item. Next, create another License Number Edit document for the new License #, and add the inventory item to that license number.

     Note: Some items in your license number may not be editable in the License Edit Items table. These items are already soft allocated for another warehouse operation, such as a shipment or a bin transfer. You can use the Inventory by Item report to track down the other operations that need this item; those operations must be completed or cancelled before you make changes to the license number for the item.

6. When finished, click Perform Edit to update the license number and the items in it.

To add a license number:

1. Select Inventory>License Numbers. A list of license numbers appears.
2. Select a warehouse you want to create the license number for. You cannot add a license number in the All warehouses view.

1. Above the license number list, click Add License #. The Add License # screen appears.
   • For Transaction Date, the system automatically selects the current date as the date of record for the creation of the license number and the initial assignment of inventory items to this license. If the date is different, you can change it by clicking in the field and then selecting the calendar icon to the right.
   • Under Transacted By, enter the user who will create the license.
2. Complete the information about the license number:
   • A default license number appears in the License # field. You can accept this number, or assign a unique number.
   • Enter the License Reference (the owner of the license). (This is optional.)
   • To place an item on hold: Select the On Hold? check box, then select a hold reason from the Hold type drop-down.

     To see how holds work, see License holds.

   • Optionally, add inventory items to the license number.
   • Down below under License Edit Items, click Add inventory item.
   • A pop-up appears with a list of all unlicensed inventory items with their quantities. Click the check box for each item you want to add to this license number. Then click OK.
   • Under Licensed Qty, indicate the quantity of this inventory item that you want tagged with this license number. The Max Licensable Qty field shows the quantity of this item available to be tagged.
     • If the item master is set to Serial Control: Unique or Closed Container, the Licensed Qty must be set to the entire quantity of the inventory item.
3. When finished, click Perform Edit to create the license number and add the items to it.