Applies To: Microsoft Dynamics AX 2012 R3
This topic provides information about how to register serial numbers in the sales process. Rather than maintaining serial numbers for products in inventory from receipt to issue, you can register serial numbers on the packing slips or invoices when products are sold. For example, this is useful if you only use serial numbers to handle product returns. You can then trace a product to an invoice to determine whether you sold the product, and whether the service or warranty obligations are valid.
In the Microsoft Dynamics AX environment, you create a new production order for more than 5,000 items, which are picked by serial number. Then, you create a sales order and populate it with the inventory from the production order. Select the Lot No. Field, and then select a number from the Item Tracking Summary window. Choose the Select Entries action. The Select Entries window shows all lot or serial numbers. Microsoft Dynamics AX Training for AX 2012 R3 on Serial Number Validation, Part II. Welcome to Part II of the Microsoft Dynamics AX Training demo on Serial Number Validation. This portion of the AX 2012 R3 video demonstration will cover customer pickup of sales orders with serialized items and the partial delivery and invoicing of sales orders. Skip to main content. Welcome to the Microsoft Dynamics AX training demo on Serial Number Validation in AX 2012 R3. Part I will cover setting up printing for serial numbers as wel.
Are there any prerequisites?
You must enable serial numbers for the sales process on the tracking dimension group by selecting the Active in sales process check box. When you do this, Microsoft Dynamics AX does the following:
The Serial number control check box is selected. If this check box is selected, you must register one serial number for each item on the packing slip or invoice.
All selections on the tracking dimension group for serial numbers are cleared, except the Blank issue allowed check box. You can select the Blank issue allowed check box to override the serial number control and allow products to be packed and invoiced without registering serial numbers.
When do I register serial numbers in the sales process?
You can register serial numbers on the packing slip for a sales order or on the invoice.
When you prepare an invoice for a serialized item that has shipped with a packing slip, you can select which of the serial numbers on the packing slip to invoice. The number of registered serial numbers must not exceed the quantity of items shipped. If you are creating a partial invoice, you can select fewer serialized items than were registered on the packing slip.
When you print a packing slip or an invoice, the serial numbers that were registered are included.
Can I enter serial numbers by scanning them, or do I have to type them in?
You can either scan or type serial numbers, depending on what works best for you. However, you must specify the scan mode for both methods. The scan mode determines whether to add or remove serial numbers from the list of serial numbers on the invoice or packing slip.
If you want to scan serial numbers, for example by using a hand-held bar code scanner, configure the scanner to send an Enter command after the serial number. This will indicate the end of the data stream. Otherwise, you must press Enter on the keyboard after scanning each serial number.
If I enable serial numbers for the sales process, do I need to register all serial numbers for all items?
Registering serial numbers for all items on a packing slip or invoice depends on the setup for the tracking dimension group that is assigned to the product. When you enable serial numbers for the sales process, the Serial number control check box is automatically selected. This means that you must register one serial number, or register a blank registration for an unreadable number, for each item on the packing slip or invoice. If you do not want to require a serial number for each item, select the Blank issue allowed check box on the tracking dimension group that is assigned to the item. You can then register fewer serial numbers than the quantity of the items that are being shipped.
If you register more serial numbers than the quantity of items being shipped, you will not be able to post the packing slip or invoice.
Can I register serial numbers for partial invoices and partial shipments?
You can create partial invoices and packing slips for sales orders, and register only the serial numbers for the items that they include.
If you want to create a partial invoice and you have more than one packing slip for the sales order, you can include serial numbers from more than one packing slip. However, there can only be one packing slip where all serial numbers are not included. For example, if you have three packing slips and each includes two serialized items, you cannot create a partial invoice for one item from each packing slip.
What do I do when a serial number is not readable?
If a serial number cannot be read or scanned, you can create a blank line for the item by clicking Not readable. If the serial number becomes available, you can update the invoice or packing slip. For more information, see the section titled “Can I correct or change the serial numbers I’ve registered for a sales order?” in this document, or the section titled “Change a registered serial number” in Register serial numbers for a sales order.
Can I correct or change the serial numbers that I’ve registered for a sales order?
Yes, you can correct serial numbers when the following conditions are true:
Invoices - You can change the serial numbers for the items that you have not yet invoiced. When you do this, the packing slip is also updated. However, if a sales order line was corrected by registering a negative quantity, you cannot change serial numbers for the sales order line.
Packing slips - You cannot partially correct a packing slip line that contains serialized items. You must reverse the full quantity for the line. If a packing slip has been canceled or corrected, you do not have to register the reversed serial numbers again when you create a new packing slip for the same serialized items. The numbers that were registered will be used.
Can I view the serial numbers that were shipped with a specific packing slip, or were included in an invoice?
Yes, you can run an inquiry on the packing slip journal line or invoice journal line to view a list of all serial numbers that were included in the document. For more information, see the section titled “View the serial numbers that were registered for a packing slip or invoice” in Register serial numbers for a sales order.
Can I view the serialized items that I have on hand?
No, you cannot view the serialized items that you have on hand because serial numbers are not registered for items until the items are sold.
Can I register serial numbers for catch weight items?
No, in the sales process you cannot register serial numbers for catch weight items. You also cannot assign a product that is set up as a catch weight item to a tracking dimension group that is set up for using serial numbers only.
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-->Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Number sequences in Microsoft Dynamics AX are used to generate readable, unique identifiers for master data records and transaction records that require them. A master data or transaction record that requires an identifier is referred to as a reference. Before you can create new records for a reference, you must set up a number sequence and associate it with the reference.
You can set up all required number sequences at the same time by using the Set up number sequences wizard, or you can create or modify individual number sequences by using the Number sequences form.
Note
If you are setting up number sequences for a virtual company, you must use the Number sequences form. Number sequences can be set up for virtual companies only if you are using Microsoft Dynamics AX 2012 R3 or AX 2012 R2.
Set up all required number sequences by using the wizard
Use the Set up number sequences wizard to automatically create number sequences. The wizard generates number sequences for all references in all organizations for which number sequences are not yet defined. You cannot use the wizard to generate number sequences for a subset of the areas or references that require number sequences. You also cannot use the wizard to modify existing number sequences.
Note
If you are setting up number sequences for a virtual company, you must use the Number sequences form instead of the wizard. Number sequences can be set up for virtual companies only if you are using Microsoft Dynamics AX 2012 R3 or AX 2012 R2.
Click Organization administration > Common > Number sequences > Number sequences. Then click Generate.
On the Welcome page, click Next >.
The Setup page is displayed. On this page, you can modify the identification code, the lowest value, and the highest value. In addition, you can indicate whether the number sequence must be continuous.
Important
Do not select the Continuous option if you must preallocate numbers for the number sequence.
To add a scope segment to the format of a number sequence, select the format in the list, and then click Include scope in format. To remove a scope segment from the format of a number sequence, select the format in the list, and then click Remove scope from format.
To exclude a number sequence from automatic generation, select the number sequence in the list, and then click Delete.
Click Next >.
On the Completed page, verify the information, and then click Finish.
Set up individual number sequences
Use the Number sequences page to create or modify selected number sequences.
Microsoft Serial Number Find
Warning
We recommend that you do not modify the format of a continuous number sequence after numbers from that sequence have been used on documents or transactions. Changing the format when transactions are in process may cause gaps in the number sequence and corrupted number sequence data.
Click Organization administration > Common > Number sequences > Number sequences. Click the Number sequence button or double-click an existing number sequence.
On the Identification FastTab, enter an identification code and a name for the number sequence.
On the Scope parameters FastTab, select a scope for the number sequence and select scope values.
The scope defines which organizations use the number sequence. In addition, number sequences that have a scope other than Shared can have segments that correspond to their scope. For example, a number sequence with a scope of Legal entity can have a legal entity segment.
By default, the following scopes can be used:
Important
The available scopes depend on the reference that you are setting up a number sequence for.
Shared – A single number sequence is used for all organizations. The Shared scope is available only for some references. For more information about the shared scope, see Number sequence overview.
Company – A separate number sequence is used for each company.
Use the Company scope when the underlying table includes the DataAreaId field. For example, use this scope for the number sequence for the customer account number that is in the Customer table, CustTable.
If you are using Microsoft Dynamics AX 2012 R3 or AX 2012 R2, the Company scope also includes virtual companies. If a number sequence has already been set up for a reference in one of the companies included in the virtual company, you must delete the existing number sequence before you can set up a number sequence for that reference in the virtual company.
Legal entity – A separate number sequence is used for each legal entity.
Use the Legal entity scope when the underlying table does not include the DataAreaId field and has a foreign key to the legal entity table, CompanyInfo. For example, use this scope for the number sequence for the expense report number that is in the expense report table, TrvExpTable.
Operating unit – A separate number sequence is used for each operating unit.
CompanyandFiscal calendar period – A separate number sequence is used for each company and fiscal calendar period combination.
Legal entityandFiscal calendar period – A separate number sequence is used for each legal entity and fiscal calendar period combination.
Operating unit type– A separate number sequence is used for each type of operating unit. For example, you can set up separate number sequences for cost centers and departments.
This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2.
On the Segments FastTab, define the format for the number sequence by adding, removing, and rearranging segments.
Number sequences of all scopes can contain Constant segments and Alphanumeric segments. Constant segments contain a set of alphanumeric characters that does not change. Use this segment type to add a hyphen or other separator between number sequence segments. Alphanumeric segments contain a combination of number signs (#) and ampersands (&). These characters represent letters and numbers that increment every time that a number from the sequence is used. Use a number sign (#) to indicate incrementing numbers and an ampersand (&) to indicate incrementing letters. For example, the format #####_2014 creates the sequence 00001_2014, 00002_2014, and so on.
At least one alphanumeric segment must be present. Scope segments, such as company or legal entity, are not mandatory. However, even if you do not include scope segments in the format, numbers for the selected reference are still generated per scope.
On the References FastTab, select the document type or record to assign this number sequence to.
This step is optional for sequences that are defined for special application usage patterns. In these scenarios, a new number is generated by using the value of a number sequence code or ID, without using a reference. An example of a special application usage pattern is a voucher series that is used for specific journal names. However, we do not recommend that you use such patterns.
On the General FastTab, specify whether the number sequence is manual, and continuous or non-continuous. In addition, enter the lowest and highest numbers that can be used in the number sequence.
Warning
We do not recommend changing a non-continuous number sequence to a continuous number sequence. The number sequence will not be truly continuous. This change may also cause duplicate key violations in the database. In addition, continuous number sequences have a larger effect on performance.
Save the number sequence and close the form.
See also