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Introduction
Serial and batch numbers provide companies with the ability to trace their products through Microsoft Dynamics AX 2012. The numbers are used for: Tracing purposes Quality assurance Warranties
Traceability is useful for quality assurance purposes and when you deal with warranties for a product. The tracing functionality is especially important for products that represent a certain risk, such as medicine or chemicals, where defects in production could lead to the products recall. It is equally important for guaranteed items to be able to trace back to the date that the product was manufactured or sold. Serial and batch numbers allow for this kind of functionality. You can assign serial numbers, batch numbers, or both to an inventory product. Serial numbers are assigned to individual items, and batch numbers are assigned to a set of products. NOTE: Lot ID is the term that refers to a transaction, and not a product dimension such as serial and batch numbers. A Lot ID is assigned automatically to each sales or purchase line when you create it. The number is taken from the number sequence that is associated with the number sequence reference Lot No. in the inventory parameters. You cannot make transactions without a Lot ID being assigned, unlike when you use batch numbers that you can either select to use or not.
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Manual Allocation
Serial numbers can be manually or automatically assigned to products on receipt. Use manual allocation of serial and batch numbers if you want to trace the items back to the vendor. For example, when you receive chemical or medical items, make sure that you continue to use the serial and batch numbers that are provided by your vendor so that you can fully trace and recall defected items throughout the supply chain.
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For Serial numbers, you can type any number directly on the line in the Serial number field. However, to have better control of the serial numbers that are used for each item, create the serial numbers for a product number in the Serial numbers form. This is illustrated in the Create and Assign Serial Numbers to a Product procedure.
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Open the Batch form from Inventory and warehouse management > Inquiries > Dimensions > Batches.
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Challenge Yourself!
Create item number 160320 and set it up according to the specifications in the scenario. Use Item group = Projectors, and Inventory model group = FIFO, Storage dimension group = PG_65, and Tracking dimension group = PG_63. Upon receipt, register the products with unique serial numbers. After the products are received from the supplier, view them in inventory.
Step by Step
Create a product in the Released products form: 1. Click Product information management > Common > Released products 2. Click Product in the New group of the Action Pane to create a new product.
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Automatic Allocation
Use Automatic allocation when, for example, a company holds the production and there is no vendor involved. In this case, the serial numbers can be generated and automatically allocated to the products. To automatically allocate serial or batch numbers, you must create a number group and assign it to the item. Serial and batch numbers can be assigned to several products, sequentially from the same number group.
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NOTE: The Batch and Serial number fields can contain only 20 characters. If you must use all the options in this table, you might have to change the Batch and Serial number fields to accept more characters.
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On physical update
Per Qty.
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The following table show the five activation choices in the Activation FastTab. Field Order activation Description Select to enable automatic number allocation in the Accounts receivable and Sales and marketing modules. This also generates new numbers when products are returned by credit notes. Select to enable automatic number allocation in the Accounts payable and Procurement and sourcing modules. Select to enable automatic number allocation in the Inventory and warehouse management module. For example, you discover five products in your warehouse that are not in the inventory. To add the products to the inventory, make a Profit/Loss journal for the five products. When the Profit/Loss journal is posted, the products are allocated serial numbers according to the settings on the General tab in the Number group form. Select to enable automatic number assignment in the Production control module. Select to enable automatic number assignment in Lean manufacturing.
HINT: The typical setup is to have all except Order activation selected, because you do not want to enable the change of serial numbers when a return action is performed.
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Challenge Yourself!
1. Create the Number group. The serial number must be automatically allocated to the products on physical update. Also, the serial number must be unique to each item and generated from the Number sequence Acco_19. 2. Create and set up item number 160325. 3. To test your work, create a purchase order for vendor 1101 (Rain Projectors) for five pieces of the new item, from Warehouse 21, Packing slip number 12. The details are highlighted in the following table. Field Number group (Number) name Product type Product subtype Item number Item name Item group Inventory model group Storage dimension group Tracking dimension group Value SerialUniq Unique Serial Numbers Item Product 160325 Serialized Projector Auto Projectors FIFO PG-12 PG-58
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Step by Step
Create a number group: 1. Open Inventory and warehouse management > Setup > Dimensions > Number groups. 2. Click New to create a new number group. 3. In the Number group field, type "SerialUniq". 4. In the Name field, type "Unique Serial Numbers". 5. In the General FastTab, select the Number sequence No. check box. 6. Clear the Date, Reference No., and Lot ID check boxes. 7. In the Number sequence code field and select Inve_1004. 8. Select the Only for inventory transactions check box. 9. Select the On physical update check box. 10. Type "1" in the Per Qty. field. 11. Close the Number groups form. Create and set up the item in the Released products form: 1. Open Product information management > Common > Released products. 2. Click Product in the New group of the Action Pane to create a new product. 3. Type "160325" in the Product number field and "Serialized Projector Auto" in the Product name field. 4. If it is necessary, click Show more fields. 5. Select FIFO in the Item model group field. 6. Select Projectors in the Item group field. 7. Select PG-12 in the Storage dimension group field. 8. Select PG-58 in the Tracking dimension group field. 9. Click OK. 10. Click Edit in the Maintain group of the Action Pane. 11. In the Manage inventory FastTab, select SerialUniq in the Serial number group field. 12. Close the Released product details form.
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Tracing
Traceability, for many companies, is necessary for quality assurance purposes and for dealing with product warranties. The tracing functionality is especially important for products that represent a certain risk, such as pharmaceuticals or chemicals, where errors in production could lead a recall of the products. It is equally important for companies to be able to trace products with a guarantee back to the date that the product was sold.
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Select the check boxes according to the descriptions in the following table. Field group Display options Line Description Select which parameters to display for each transaction on the Tree tab. Make a selection in the Forward or backward field to see where the products are used (Forward), or to trace the supply of the products (Backward). Select the Date check check box to list inventory dimensions by date. Select which parameters to trace by.
Trace by
NOTE: For more information about how to use batch numbers with process manufacturing, refer to the Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics course.
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Challenge Yourself!
Your task is to start the Trace function and answer the following questions to be able to recall the products: On which sales orders are the products sold? To which customer is item number 1706 on purchase order 000035 sold to on the first sales order?
Step by Step
1. Open Procurement and sourcing > Common > Purchase orders > All Purchase orders. 2. Locate purchase order 000035, and then double-click it to open. 3. Select the second purchase order line for item number 1706, by using the check box on the left side. 4. Click Inventory > Dimensions in the Trace group. 5. Click OK to open the Trace inventory dimensions tree. 6. Expand a transaction with batch number 000080 and double-click the issue transaction.
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Summary
Serial and batch numbers provide companies with the ability to trace their products through Microsoft Dynamics AX 2012. You can assign serial numbers, batch numbers, or both to an inventory item. Serial numbers are assigned to individual products, where batch numbers are assigned to a set of products. Serial and Batch Numbers reviewed how to set up and work with serial and batch numbers, and how to trace inventory dimensions.
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Solutions
Test Your Knowledge
1. Which of the following parameters enable you to only use a serial number one time for a product? ( ) Restricted serial number ( ) Blank receipt allow ( ) Blank issue allow () Serial number control 2. Which of the following parameters enable you to define that the dimension does not have to be specified when physical issues are updated? ( ) Restricted serial number ( ) Blank receipt allow () Blank issue allow ( ) Serial number control
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