To enable Serial Number tracking, complete the following steps: Select the SKU and click Details. In the window, click Edit to begin modifying the SKU’s properties. Scroll down to the ‘require serial number’ field and select and option to enable Serial Number Tracking. On a Serial Number level, if it’s a Serial Number handled item, or you can define a Lot Number tracking and also expiration date handling down here. You could also define both in one go, so you can have an item that uses both Serial Number and Lot Numbers. This is my Serial Number. Make sure you have serial number acticated for the tracking dimension group of your item, Reply. Andrew Xu responded on 7 Nov 2019 3:10 PM. Setting up Serial Number inventory tracking. Suggested Answer. It's at Product - Dimension groups - Tracking dimension group of.
Live Tech Support 1-847-803-1100 Find us on:
Serial Tracking
The Serial Number Tracking System gives manufacturers and distributors the ability to track all serial numbered items from the time they are received into inventory until they are destroyed. On-Line viewing of all past and present users, warranty expiration dates and floor plan data for all serial numbered items is provided for easy access. Service / Sample Number. USPS Tracking ® 9400 1000 0000 0000 0000 00. Priority Mail ® 9205 5000 0000 0000 0000 00. Certified Mail ® 9407 3000 0000 0000 0000 00. Collect On Delivery Hold For Pickup 9303 3000 0000 0000 0000 00.
The Serial Number Tracking System gives manufacturers and distributors the ability to track all serial numbered items from the time they are received into inventory until they are destroyed. On-Line viewing of all past and present users, warranty expiration dates and floor plan data for all serial numbered items is provided for easy access by users.Specific features of the Serial Number Tracking System include:
- Complete user history of current and past owners of each serial numbered item
- Trade-in accommodation allowing for a trade-in cost and added cost for a mark-up if product is resold
- Tracking of all serial numbered items, whether sold or in stock:
- Site
- Location
- Acquisition cost
- Date of receipt
- Product condition
- Invoice number
- Major component serial numbers storage: engines, power supplies, etc., within larger serial numbered item
- Floor-plan due dates, payments and invoice numbers
- Type of business, SIC codes and other pertinent sales information tracking for each user
- A variety of serial number entry options:
- Order entry
- Billing
- Credit/debit memos
- Receipt of goods
- Inventory transactions
- Single serial number
- Sequential list of serial numbers
- Prefixed sequential serial numbers
- Automatic creation of serial numbers
- Multiple item identification with the same serial number
- Serial number reports for sold items or in-stock items:
- Part number range
- Serial number range
- Date range
- Archives serial number information to magnetic tape by part or serial number range with hard copy printouts
Dynamics NAV provides for very robust Serial Number and Lot Number Tracking.
When we advise clients about Serial and Lot Tracking, we say, “Only do it if you have to, as it adds additional user effort to record a transaction.”
There are situations where you must use serial or lot tracking. These situations are primarily in the life science industries, where you might be producing medicines or if there is a human safety aspect to your product. Another situation is where you are subject to recalling defective products.
To accommodate most of the lot and serial number tracking scenarios that we find in manufacturing and distribution, Dynamics NAV gives us setup screens to pick and choose what we want to track.
In the screenshots below from NAV 2013, we see that there are two columns—one for inbound to inventory item transactions and one for outbound item transactions. We can also see under the ‘General’ section a check box for ‘Lot or Serial Specific Tracking’.
If we do not check ‘Lot Specific’ or ‘SN Specific’ in our setup, then we are allowed to pick and choose from the left and right columns the transactions in which we want to make it mandatory for the user to enter a serial or lot number before posting a transaction.
For example, if we only select Inbound/Lot Purchase Tracking, then the only transactions that will require a lot number to be recorded will be purchase receipts.
On the other side of the business, if we only select Outbound/Lot Sales Tracking, then the only transactions that will require a lot number will be sales shipments.
It is important to note that unless you select ‘Lot or Serial Number Tracking,’ the system will not validate whether or not you have entered a correct serial or lot number, or for that matter, if the serial or lot number exists in stock.
To have full lot or serial traceability, you much select the ‘Specific’ option. In this case, the system will not allow you to post an outbound transaction unless there is an adequate quantity of the lot or unless the serial number exists in stock.
Figure 1 – Setup Screen for Lot Specific Tracking
Figure 2 – Setup Screen for Serial Number Specific Tracking
As an example, we have selected an item that requires ‘Lot specific Tracking’.
Figure 3 – Example of selecting an item with Lot Specific Tracking…
To record a positive inventory adjustment, we must also enter the lot number for the item being put into inventory.
Figure 4 – …requires that a lot number is provided for positive inventory adjustment
To record a negative inventory adjustment, we must select a lot number that exists in stock.
Figure 5 – Recording a negative inventory adjustment requires the user to select a lot number from existing stock
If we enter a number that doesn’t exist for an outbound entry, we get an error.
Figure 6 – Entering an invalid number in the Item Tracking screen…
Figure 7 – …results in an error
Serial Number Tracking System
Now, to view the results of your item tracking efforts, you go to the Item Tracking screen in Dynamics NAV and set filters to find your lot or serial number.
Figure 8 – To view results, filter on your lot or serial numbers in the Item Tracking screen
For more information on this or any other Dynamics NAV topic, please contact ArcherPoint.
For more step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAV, see our collection of How-To blogs.
Serial Number Tracking In Sap
- Log in or register to post comments