Note This topic applies to both Dynamics 365 for Finance and Operations and to Dynamics 365 for Retail. This topic explains how you can register serial numbers on packing slips or invoices during the sales process.
This functionality is useful if a company wants to capture serial numbers for service and warranty purposes, but doesn't have to maintain serial numbers in inventory from receipt to issue. Many companies just want to capture serial numbers for service and warranty purposes, and don't have to maintain serial numbers in inventory from receipt to issue. In these scenarios, Microsoft Dynamics 365 for Finance and Operations lets you register the serial numbers on the packing slips or invoices when products are sold. If products are later returned, you can trace each product to an invoice to determine whether you sold the product, and whether the service or warranty obligations are valid. You must enable serial numbers for the sales process by selecting the Active in sales process option on the Tracking dimension groups page.
Microsoft Dynamics Retail Management System - Features. Pack Quantity for Ordering Assign Item Substitutes; Support Up to Three Serial Numbers per Item.
The following events then occur in Microsoft Dynamics 365 for Finance and Operations: • On the Serial numbers FastTab, the Serial number control option is selected. When this option 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 option. You can select the Blank issue allowed option to override the serial number control, and allow products to be packed and invoiced without registering serial numbers. When do I register serial numbers during the sales process?
You can register serial numbers either on the packing slip for a sales order or on the invoice. When you prepare an invoice for a serialized item that was shipped together with a packing slip, you can select which serial numbers on the packing slip to invoice. The number of registered serial numbers must not exceed the quantity of items that were shipped. If you're creating a partial invoice, you can select fewer serialized items than were registered on the packing slip. Factorytalk view studio keygen software free download.
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? You can either scan or type serial numbers. When you use a scanner, the scan mode determines whether the serial numbers are added to or removed from the list of serial numbers on the invoice or packing slip. If you want to scan serial numbers by using, for example, a hand-held bar code scanner, configure the scanner to send an Enter or TAB command after the serial number. This command will indicate the end of the data stream.
Otherwise, you must press Enter or TAB on the keyboard after you scan each serial number. If I enable serial numbers for the sales process, do I have to register all serial numbers for all items? The setup of the tracking dimension group that is assigned to the product determines whether serial numbers must be registered for all items on a packing slip or invoice. When you enable serial numbers for the sales process, the Serial number control option is automatically selected. You must then register one serial number, or register a blank registration for an unreadable number, for each item on the packing slip or invoice. If you don't want to require a serial number for each item, select the Blank issue allowed option on the tracking dimension group that is assigned to the item. You can then register fewer serial numbers than the quantity of items that are being shipped.