Serial Number in Report Group SSRS Dynamics Ax 2012 But serial number shown on Group level is tricky because RowNumber not works there. For example in above mention scenario, Client wants serial number on Customer Group instead of Customer at detail level. 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. I assign the serial numbers manually in the form serial numbers for the item ABC 001 Serial numbers = sl 001, sl 002, sl 003. I created a purchase order and i select sl 001 for qty = 10 for ABC 001. Again i create the purchase order and i select sl 001. For qty = 20 for ABC 001. But system is not prompting any message. Then what is the use of. Skip to main content. Welcome to the final part of our Serial Number Validation Scenario in Microsoft Dynamics AX 2012 R3. This scenario will pick up where part II left off, and show users how to process a return of.

You can assign serial numbers and lot numbers to any outbound or inbound document, and its posted item tracking entries are displayed in the related item ledger entries. You perform the work on the Item Tracking Lines page, which you can open from an inbound or outbound document.

The matrix of quantity fields at the top of the Item Tracking Lines page displays the quantities and sums of item tracking numbers being defined on the lines. The quantities must correspond to those of the document line, which is indicated by 0 in the Undefined fields.

As a performance measure, application collects the availability information on the Item Tracking Lines page only once, when you open the page. This means that application does not update the availability information during the time that you have the page open, even if changes occur in inventory or on other documents during that time.

Items with serial or lot numbers can be traced both backwards and forward in the supply chain. This is useful for general quality assurance and for product recalls. For more information, see Trace Item-Tracked Items.

About Picking Serial or Lot Numbers in the Warehouse

Outbound handling of serial or lot numbers is a frequent task in different warehouse processes.

In some processes, the inventory items do not carry serial or lot numbers, and the warehouse worker must assign new during the outbound handling, typically from a predefined number series.

In simple processes, the inventory items already carry serial or lot numbers, for example assigned during the put-away, and these numbers are automatically transferred through all outbound warehouse activities without interaction by warehouse workers.

In special situations for serial- or lot-numbered inventory, specific serial or lot numbers are defined on the source document, such as a sales order, which the warehouse worker must respect during the outbound warehouse handling. This may be because the customer requested a specific lot during the order process. When the inventory pick or warehouse pick document is created from an outbound source document where serial or lot numbers are already defined, then all fields on the Item Tracking Lines page under the inventory pick are locked for writing, except the Qty. to Handle field. In that case, the inventory pick lines specify the item tracking numbers on individual take and place lines. The quantity is already split into unique serial or lot number combinations because the sales order specifies the item tracking numbers to ship.

Item Tracking Availability

When you work with serial and lot numbers, Business Central calculates availability information for lot and serial numbers and shows it in the various item tracking pages. This lets you see how much of a lot or serial number is currently being used on other documents. This reduces errors and uncertainty caused by double allocations.

On the Item Tracking Lines page, a warning icon is shown in the Availability, Lot No. or Availability, Serial No. field if some or all of the quantity you have selected is already being used in other documents or if the lot or serial number is not available.

On the Lot No./Serial No.-List page, the Lot No./Serial No.-Availability page, and the Item Tracking - Select Entries page, information is displayed about how much quantity of an item is being used. This includes the following information.

If you work on the Item Tracking Lines page for a long period of time or if there is a great deal of activity with the item you are working with, then you can choose the Refresh Availability action. In addition, the availability of the item is automatically rechecked when you close the page to confirm that there are no availability problems.

To set up item tracking codes

An item tracking code reflects the different considerations a company has regarding the use of serial and lot numbers for items moving through the inventory.

1. Choose the icon, enter Item Tracking Codes, and then choose the related link.
2. Choose the New action.
3. Fill in the fields as necessary. Hover over a field to read a short description.
4. On the Serial No. and the Lot No. FastTabs, define policies of item tracking by serial and lot numbers respectively.

Note

If you want to track specific items or specific lots throughout their lifetime, you must choose the SN Specific Tracking and Lot Specific Tracking fields, respectively. As a result, when handling an outbound unit of an item with this item tracking code, you must always specify which existing serial number or which existing lot number to handle. This means that when selling a unit of the item, it must be applied against a specific pool of serial numbers or a specific lot number in inventory. Or in other words, a serial number or lot number assigned to the item when entering into inventory must follow that item type out of inventory.

As this particular setup field covers all possible transactions with the item, the individual inbound/outbound fields will also be selected. However, the individual inbound/outbound fields have nothing to do with application across inventory - they merely define your company's work flow concerning when to assign item tracking numbers.

To set up expiration rules for serial or lot numbers

For some items you might want to set up specific expiration dates and rules in the item tracking code. This functionality allows you to keep track of when specific serial numbers and lot numbers expire.

1. Select an existing item tracking code, and then choose the Edit action.

2. On the Misc. FastTab, select the following check boxes.

   Field	Description
   Strict Expiration Posting	Specifies that an expiration date assigned to the item tracking number as it entered inventory must be respected when it exits inventory.
   Man. Expir. Date Entry Reqd.	Specifies that you must manually enter an expiration date on the item tracking line.
   Ignore Expiration Dates	Specifies that you do not want to calculate expiration dates.

To set up warranties for serial or lot numbers

For some items, you might want to set up specific warranties in the item tracking code. This functionality allows you to keep track of when the warranties on specific serial or lot numbers in your inventory will run out.

1. Choose the icon, enter Item Tracking Codes, and then choose the related link.

2. Select an existing item tracking code, and then choose the Edit action.

3. On the Misc. FastTab, fill in the Warranty Date Formula field, and then select the check box as follows.

   Field	Description
   Warranty Date Formula	Specifies the last day of warranty for the item.
   Man. Warranty Date Entry Reqd.	Specifies that you must manually enter a warranty date on the item tracking line.

To assign serial or lot numbers during an inbound transaction

Companies may want to keep track of items from the moment they enter the company. In this situation, the purchase order is often the central document, although item tracking may be handled from any inbound document and its posted entries displayed in the related item ledger entries.

The exact rules for handling item tracking numbers across your company are governed by the setup on the Item Tracking Code Card page.

Note

To use item tracking numbers in warehouse activities, the Lot Warehouse Tracking and SN Warehouse Tracking setup fields must be selected, as they define the special principles in handling serial and lot numbers in warehouse activities.

1. Choose the icon, enter Purchase Orders, and then choose the related link.

2. Select the relevant document line and on the Lines FastTab, choose the Line action, and then choose the Item Tracking Lines action.

   You can assign serial or lot numbers in the following ways:

   • Automatically, by choosing Assign Serial No. or Assign Lot No. to assign serial/lot numbers from predefined number series.
   • Automatically, by choosing Create Customized SN to assign serial/lot numbers based on number series you define specifically for the arrived items.
   • Manually, by entering serial or lot numbers directly, for example, the vendor's numbers.
   • Manually, by assigning a specific number to each item unit.

3. To assign automatically, choose the Create Customized SN action.

4. In the Customized SN field, enter the starting number of a descriptive serial number series, for example S/N-Vend0001.

5. In the Increment field, enter 1 to define that each sequential number increases by one.

   The Quantity to Create field contains the line quantity by default, but you can modify it.

6. Select the Create New Lot No. check box to organize the new serial numbers in a distinct lot.

7. Choose the OK button.

A lot number with individual serial numbers is created according to the item quantity of the document line, starting from S/N-Vend0001.

The matrix of quantity fields in the header displays dynamically the quantities and sums of the item tracking numbers you define on the page. The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.

When the document is posted, the item tracking entries are carried to the associated item ledger entries.

To assign a serial or lot number during an outbound transaction

There are two ways to add serial and lot numbers to outbound transactions:

• Selecting from existing serial or lot numbers. This applies when item tracking numbers have already been assigned during an inbound transaction. For more information, see To select from existing serial numbers and lot numbers.
• Assigning new serial or lot numbers during outbound transactions. This applies when item tracking numbers are not assigned to items until they are sold and ready to be shipped.

The different rules for item tracking numbers are set up on the Item Tracking Code Card page.

Note

To assign item tracking numbers in warehouse activities, the SN Warehouse Tracking and Lot Warehouse Tracking check boxes must be selected on the item’s item tracking code card.

1. Select the relevant document and, on the Lines FastTab, choose the Order action, and then choose the Item Tracking Lines action.

   You can assign item tracking numbers in the following ways:

   • Automatically, from predefined number series: Choose the Assign Serial No. or Assign Lot No. action.
   • Automatically, based on parameters you define specifically for the outbound item: Choose the Create Customized SN action.
   • Manually, by entering serial or lot numbers, without using a number series.

2. For this procedure, assign a serial number automatically by choosing Assign Serial No.

   The Quantity to Create field contains the line quantity by default, but you can modify it.

3. Select the Create New Lot No. field to organize the new serial numbers in a distinct lot.

4. Choose the OK button to create a lot number and new individual serial numbers according to the quantity to handle on the related document line.

The matrix of quantity fields at the top displays dynamically the quantities and sums of the item tracking numbers that you define on the page. The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.

When the document is posted, the item tracking entries are carried to the associated item ledger entries.

To select from existing serial or lot numbers

When you are working with items that require item tracking and you are creating outbound transactions, where the items go out of inventory, you typically need to select the lot or serial numbers from those that already exist in inventory.

The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table.

Note

To handle item tracking numbers in warehouse activities, the item must be set up with SN/Lot Warehouse Tracking, as this dictates the special principles governing serial and lot numbers in the warehouse.

1. From any outbound document, select the line that you want to select serial or lot numbers for.

2. On the Lines FastTab, choose the Actions action, choose the Line or the Item action, and then choose the Item Tracking Lines action.

3. On the Item Tracking Lines page, you have three options for specifying lot or serial number:

   • Select the Lot No. or Serial No. field, and then select a number from the Item Tracking Summary page.
   • Choose the Select Entries action. The Select Entries page shows all lot or serial numbers along with availability information.

4. In the Selected Quantity field, enter the quantity of each lot or serial number that you would like to use.

5. Choose the OK button, and the selected item tracking information is transferred to the Item Tracking Lines page.

6. Type or scan in the item tracking number.

The matrix of quantity fields in the header dynamically displays the quantities and sums of the item tracking numbers you define on the page. The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.

When you post the document line, the item tracking information is transferred to the associated item ledger entries.

To handle serial and lot numbers on transfer orders

Procedures for handling serial and lot numbers that are being transferred between different locations are similar to those applied when items are sold and purchased.

However, the transfer order is unique in that shipment and receipt are both done from the same transfer line and, therefore, use the same instance of the Item Tracking Lines page. This means that item tracking numbers shipped from one location must be received unchanged at the other location.

The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table.

1. Choose the icon, enter Transfer Orders, and then choose the related link.

2. Open the transfer order you want to process. On the Lines FastTab, choose choose the Line action, choose the Item Tracking Lines action, and then choose the Shipment action.

3. On the Item Tracking Lines page, assign or select serial or lot numbers as for any other outbound item transaction.

   When handling serial and lot numbers for transfer items, the items typically have numbers already assigned to them. Therefore, the process typically consists of selecting from existing serial or lot numbers.

4. Post the transfer order, first ship and then receive, to record that the items are transferred carrying their item tracking entries.

During the transfer, the Item Tracking Lines page remains locked for writing.

To handle serial and lot numbers when getting receipt lines from a purchase invoice

When you use functionality to get posted receipt or shipment lines from related invoices or credit memos, then any item tracking lines on the warehouse documents are transferred automatically, however, they are processed in a special way.

The functionality supports the following inbound processes:

• Get Receipt Lines - from a purchase invoice.
• Get Return Shipment Lines - from a purchase credit memo.

The functionality supports the following outbound processes:

• Get Shipment Lines - from a sales invoice or combined shipments.
• Get Return Receipt Lines - from a sales credit memo.

In these situations, the existing item tracking lines are copied automatically to the invoice or credit memo, but the Item Tracking Lines page does not permit changes to the serial or lot numbers. Only the quantities can be changed.

1. Choose the icon, enter Purchase Invoices, and then select the related link.

2. Open a purchase invoice for items that are purchase with serial or lot numbers.

3. From a purchase invoice line, on the Lines FastTab, choose the Get Receipt Lines action.

4. On the Get Receipt Lines page, select a receipt lines that has item tracking lines, and then choose the OK button.

   The source document is copied to the purchase invoice as a new line, and its item tracking lines are copied to the underlying Item Tracking Lines page.

5. In the purchase invoice, select the transferred receipt line.

6. On the Lines FastTab, choose the Line action, and then choose the Item Tracking Lines action to see the transferred item tracking lines.

The contents of the Serial No. and Lot No. fields are not editable. However, you can delete complete lines or change the quantities to match changes being made on the source line.

To record serial or lot number information

If you need to link special information to a specific item tracking number, for example, for quality assurance, you can do so in a serial or lot number information card.

1. Open a document that has serial or lot numbers assigned.

2. Open the Item Tracking Lines page for the document.

3. Choose, for example, the Serial No. Information Card action.

   The Serial No. and Lot No. fields are prefilled from the item tracking line.

4. Enter a short piece of information in the Description field, for example about the condition of the item.

5. Choose the Comment action to create a separate comment record.

6. Select the Blocked check box to exclude the serial or lot number from any transactions.

If you create serial numbers in bulk by using the Create Customized SN or Assign Serial No. actions, you can enable Create SN Information and an information card will be created for each tracking line.

Alternativelly you can create an information card when you post journals or documents, on the Item Tracking Code page, turn on the Create SN Info. on posting or Create SN Info. on posting toggles.

You can modify created serial or lot information cards later.

To modify existing serial or lot number information

1. Choose the icon, enter Items, and then choose the related link.
2. Select an item that has an item tracking code and has serial or lot number information.
3. From the Item Card page, choose the Entries action, and then choose Ledger Entries.
4. Choose the Lot No. or Serial No. field. If information exists for the item tracking number, then the Lot No. Information List or Serial No. Information List page opens.
5. Select a card, and then choose the Lot No./Serial No. Information Card action.
6. Modify the short description text, the comment record, or the Blocked field.

You cannot modify the serial or lot numbers or quantities. To do so, you must reclassify the item ledger entry in question. For more information, see To reclassify lot or serial numbers.

To reclassify serial or lot numbers

Microsoft Serial Number

Reclassifying item tracking for an item means changing a lot or serial number to a new lot or serial number or changing the expiration date to a new expiration date. If you are working with lots, you can also merge multiple lots into one. You perform these tasks using the item reclassification journal.

1. Choose the icon, enter Item Reclass. Journal, and then choose the related link.

2. Fill in the line with the relevant information. For more information, see Count Inventory Using Documents or Count, Adjust, and Reclassify Inventory Using Journals.

3. Choose the Item Tracking Lines action.

4. In the Serial No. or Lot No. field, select the current serial or lot number.

5. If you want to enter a new item tracking number, enter it in the New Serial No. or New Lot No. field. If you want, you can merge one or more lots to one new or existing lot.

   Note

   Be aware that when you reclassify expiration dates, then the items with the earliest expiration dates for outbound transactions are suggested first. For more information, see Picking by FEFO.

6. If you would like to enter a new expiration date for the serial or lot number, enter it in the New Expiration Date field.

   Important

   If you are reclassifying a lot to the same lot number but with a different expiration date, you must reclassify the entire lot, using one item reclassification journal line. If you are reclassifying more than one lot to one new lot number, meaning that you are merging more than one lot into one new lot, you must enter the same new expiration date for all the lots. If you are reclassifying one existing lot to a second existing lot that has a different expiration date, you must use the expiration date from the second lot. If you leave the New Expiration Date field blank, the lot or serial number will be reclassified with a blank expiration date.

7. If you have existing information on the old serial or lot number, you can copy it to the new serial or lot number.

   1. On the Item Tracking Lines page, choose the New Serial No. Information action or the New Lot No. Information action.
   2. To copy information from the old lot or serial number, choose the Copy Info action.
   3. In the information list page, select the lot or serial number that you would like to copy from, and choose the OK button.

8. If you want to modify the existing information for the lot or serial number, you can record lot or serial information.

9. Post the journal to link the renewed item tracking numbers or expiration dates to the associated item ledger entry

See Also

Trace Item-Tracked Items
Inventory
Design Details: Item TrackingDesign Details - Item Tracking and Reservations
Reserve Items
Working with Business Central

Microsoft Dynamics Ax Serial Number Search

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to enable serial numbers for use only in the sales process.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Enable serial number registration in the sales process

Before you can register serial numbers for products in the sales process, you must enable serial numbers for the sales process on the tracking dimension group, and assign the tracking dimension group to the product. You can enable serial numbers in the sales process for a tracking dimension group only if the tracking dimension group has not been used to create transactions.

When you enable serial numbers for the sales process in the tracking dimension group, all other selections for serial numbers are cleared except the Blank issue allowed check box. You can select the check box to allow products to be packed or invoiced without registering serial numbers.

To enable serial numbers for the sales process, follow these steps:

1. Click Product information management > Setup > Dimension groups > Tracking dimension groups.

2. In the Serial number row, select the Active in sales process check box.

3. Optional: To allow products to be issued without registering serial numbers, select the Blank issue allowed check box.

   Note

   Normally, the Capture serial field and the Active check box are not used when you register serial numbers in the sales process. However, if you have Microsoft Dynamics AX 2012 R3 CU10 or KB 3072929 installed, you can use the Capture serial field to specify the following:

   1. None – Use this option if you want let the user manually select where to capture sales serial number. This could be from the packing slip, invoice, picking list registration, or load lines.

   2. Picking – Capture the sales serial number when picking more than one serial number controlled item, using the mobile device.

   3. Packing – Capture sales serial numbers when closing a container using the packing station.

   For more information on how to use these options, see the Dynamics AX SCM R&D Team blog

Register serial numbers on a packing slip or invoice

To register serial numbers on the packing slip or invoice for a sales order, follow these steps:

1. Click Sales and marketing > Common > Sales orders > All sales orders.

2. Create or select the sales order. For more information, see Sales orders overview.

3. To register serial numbers on the packing slip or invoice, do one of the following:

   • Packing slip - On the Action Pane, on the Pick and pack tab, in the Generate group, click Packing slip.

   • Invoice - On the Action Pane, on the Invoice tab, in the Generate group, click Invoice.

4. In the Posting invoice or Packing slip posting form, click the Lines tab, and then click Update line. Select Register serial numbers.

5. Register serial numbers by using one of the following methods:

   • If you are using a scanner, on the Action Pane, in the Set scan mode group, click Add. When you scan the serial number, the number appears in the list of serial numbers.

     Tip

     To remove a serial number, select Remove, and then scan the serial number again.

   • If you are typing the serial number, enter the number in the Serial number field, and then click Add.

     Note

     If blank issues are not allowed and a serial number cannot be read or scanned, you can add a blank registration for the item by clicking Not readable. If needed, you can update the serial number later. For more information, see the section titled “Change a registered serial number” in this topic.

Register serial numbers on a return order

To register serial numbers on a return order, create or select the return order, and then follow the steps for registering serial numbers for packing slips. The steps are described in the section titled “Register serial numbers on a packing slip or invoice” in this topic.

Change a registered serial number

You can change the serial numbers for packing slips or invoices only if the invoice is not posted.

To change a registered serial number, follow these steps:

1. Click Sales and marketing > Common > Sales orders > All sales orders.

2. Select the sales order, and then use the following steps to update the packing slip or invoice:

   • Packing slip - On the Action Pane, on the Pick and pack tab, in the Generate group, click Packing slip.

   • Invoice - On the Action Pane, on the Invoice tab, in the Generate group, click Invoice.

3. Click the Lines tab, and then click Update line. Select Register serial numbers.

4. On the Serial numbers form, select the serial number to change. Click Change serial number, and then enter or select the new serial number in the New serial number field.

View the serial numbers that were registered for a packing slip or invoice

To view the serial numbers that were registered for a packing slip or invoice, follow these steps:

1. Click Sales and marketing > Common > Sales orders > All sales orders.

2. Select the sales order, and then do one of the following:

   • To view the serial numbers that were registered on the packing slip, on the Action Pane, on the Pick and pack tab, in the Journals group, click Packing slip.

   • To view the serial numbers that were registered on the invoice, on the Action Pane, on the Invoice tab, in the Journals group, click Invoice.

3. Click the Lines tab, and then click Inquiries. Select Serial numbers.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Microsoft Dynamics Ax Serial Number Lookup

See also