Why can't the tenant select a serial number or set a hold date when adding equipment to an invoice after serialization is enabled?

Problem

Users can't select a serial number for equipment or set the hold date after serialization is enabled.

Solution

This workflow addresses issues caused by completed jobs blocking changes and ensures the hold date aligns with serialization requirements.

Resolving Serial Number and On Hold Date Issues

1. Check the On Hold Date:        

   1. Verify the On hold date for the invoice: If the On hold date is set to a date before serialization was activated, the system will not allow a serial number to be added.

   2. Update the On hold date to a date after serialization was enabled.

2. Check the Job Status:        

   1. Review if the job associated with the invoice is marked as completed. A completed job may prevent changes to the On hold date.

3. Re-Complete the Job:        

   1. If the job is completed, re-complete it to allow updates to the hold date.

   2. Navigate to the job associated with the invoice and find the option to re-complete the job.

4. Update the Hold Date:        

   1. After re-completing the job, ensure the hold date is set to a date after serialization was enabled.

5. Add the Equipment:        

   1. Return to the invoice and attempt to add the equipment again.

   2. You should now be able to select a serial number.

   3. Verify that the equipment is added with the correct serial number and that the hold date is updated successfully.