# Serial Status

_Applications › Configurations › Reference List Settings_

![Serial Status](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7f2dd6f1657bee7a638d7c00ad053186.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.65%2C%22y%22%3A4.86%2C%22w%22%3A7.31%2C%22h%22%3A4.55%2C%22label%22%3A%224%20%20New%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A88.3%2C%22y%22%3A7.13%7D%5D%7D)
*Serial Status — Configurations › Reference List Settings › Serial Status*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3244a45ea328e883da1209b0c47e67da.png)

## Overview

Serial Status is a reference list used to view and maintain the statuses available for serial-related records. Sales, Purchasing, Warehouse, PM, and Finance users may consult this list when working with serial-controlled products and related operational records. Use it when you need to locate an existing serial status, review the available status entries, or export the displayed list.

## Settings

Open **Configurations** > **Reference List Settings** > **Serial Status** to access the Serial Status reference list.

The screen includes a **Settings (icn icn-settings)** action, but no configurable options, fields, or setting descriptions are provided on the available screen. Therefore, no Serial Status setup values can be documented from this view.

> **Note:** Use the Serial Status screen as the authoritative list of currently available serial-status records. Do not assume that a status is available until you have confirmed it in the list.

## Workflow

1. Navigate to **Configurations** > **Reference List Settings** > **Serial Status**.

   Review the displayed serial-status records before creating or changing reference data. The list currently shows a count of available records.

   ![Serial Status](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d2275b9ef829e854426fd3dfa316e326.png)
*Serial Status — Configurations › Reference List Settings › Serial Status*

2. **Need to find a specific status?** Enter a search term in **Search**, then select **Apply filter**.

   Use this decision point when the list contains more records than you need to review. Applying the filter limits the displayed list to records matching the search term.

3. **Need to clear the current search?** Remove the search term and select **Apply filter** again.

   If you decide not to use the current search criteria, use **Cancel** to stop the current action where it is available.

4. **Need to add a serial-status record?** Select **New**.

   The available screen data confirms that a new record can be initiated from this list. However, the available material does not identify the fields, validation rules, or confirmation action in the new-record form. Complete only the fields presented in the resulting form according to your organisation’s approved serial-status naming policy.

5. **Need an external copy of the displayed list?** Select **Export**.

   Export only after applying any required search filter. This ensures that the export reflects the set of serial-status records currently displayed on screen.

6. **Need to associate a file with the current activity?** Select **Attach** and use the available **files[]** area.

   The supplied screen identifies an attachment action and file area, but does not define file requirements or attachment behaviour.

> **Tip:** Apply a filter before exporting when you need a focused list for a Warehouse review, QC discussion, or project record check.

## Category Question Unit

![Serial Status](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/98dba09492099130937a0e8a681920c7.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.65%2C%22y%22%3A4.86%2C%22w%22%3A7.31%2C%22h%22%3A4.55%2C%22label%22%3A%224%20%20New%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A88.3%2C%22y%22%3A7.13%7D%5D%7D)
*Serial Status — Configurations › Reference List Settings › Serial Status*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3244a45ea328e883da1209b0c47e67da.png)

The **Category Question Unit (Categories question unit)** tab is available from the Serial Status screen. It displays reference-list information associated with category question units. Use this tab to review the records shown in that view and to return to **Serial Status** through the available workflow navigation when you need to work with serial-status entries.

The available screen data does not identify a control that moves records into or out of this tab. Therefore, treat the tab as a separate reference-list view rather than as a confirmed Serial Status lifecycle transition.

## Examples

A Warehouse manager needs to provide the current serial-status reference list for an internal stock-control review.

1. Open **Configurations** > **Reference List Settings** > **Serial Status**.
2. Enter the relevant status wording in **Search**.
3. Select **Apply filter** and confirm that the displayed results contain the intended serial-status entry or entries.
4. If the results are correct, select **Export** to produce a copy of the filtered list.
5. If the search results are not correct, revise the text in **Search**, select **Apply filter**, and review the updated list before exporting.
6. If a supporting file must be included with the activity, select **Attach** and use **files[]**.

The result is an exported serial-status list based on the records currently displayed after filtering.

## Tips

> **Warning:** Do not rely on an export made before applying the required filter. The export may include serial-status records that are not relevant to the current review.

> **Tip:** Use clear, consistent search wording when checking reference data. This helps you distinguish similarly named serial-status records.

> **Note:** The available screen does not show the fields used to define a new status. Confirm your organisation’s approved status values before selecting **New**.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required serial status is not visible. | A search filter may be limiting the list. | Clear or revise **Search**, then select **Apply filter**. |
| The export contains records that are not needed. | The list was exported without the intended filter. | Enter the required value in **Search**, select **Apply filter**, verify the displayed results, and select **Export** again. |
| You cannot determine what information is required for a new record. | The supplied Serial Status screen does not expose the new-record fields or validation requirements. | Select **New** and follow the fields shown in the resulting form; use your organisation’s approved reference-data policy for the status value. |
| You need to stop an in-progress action. | A filter, attachment, or other action is still open. | Select **Cancel** where it is available. |

## Related pages

- [Categories Qustions](doc:categories-qustions)
- [Configurations — Overview](doc:configurations-overview)
- [Configurations — Learning Path](doc:workflows-configurations)
- [Categories Question Unit](doc:categories-question-unit)
- [2 Factor Authentication](doc:2-factor-authentication-guide)
- [Account Managers](doc:account-managers-guide)
- [Branches](doc:branches)
- [Flags](doc:flags)
- [Frequent Currencies](doc:frequent-currencies)
- [Products](doc:products-guide)
- [Custom Fields](doc:custom-fields-guide)
- [Dashboard Settings](doc:dashboard-settings-guide)
- [Dynamic Validation](doc:dynamic-validation-guide)
- [Banks](doc:banks)
- [Invoice Settings](doc:invoice-settings)