Enable picking of sales serial number items with R3 warehouse management processes


As part of the planned enhancements around serial number functionalities, the capability of picking sales serial number items is now possible when using the AX 2012 R3 CU10 warehouse management processes. You can also find it on LCS with KB 3072929.

This functionality enables the process of capturing serial numbers during the mobile device sales order picking or packing process, without making unique inventory transaction records holding this information.

The benefit of this logic is that AX can handle many serial number records without needing to create the time consuming logic around the “inventory transaction framework”.

 

Conceptual data model for serial number registration

As it can be seen from this conceptual model, the sales serial number tracking will be linked to the inventory transaction origin and it is important to understand that the actual validation of unique sales serial numbers is done against this entity.

 

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Existing information regarding sales serial numbers in AX

The following blog post describes the overall concept of Sales serial number tracking:

Serial Number Tracking for Service and Warranty in Microsoft Dynamics AX R3

TechNet information about registration of serial numbers in AX2012 can be found here:

Register serial numbers for a sales order [AX 2012]

 

 

Enable the sales serial number tracking

Because the sales serial number tracking is not done at the inventory transaction level the released product will not use a reservation hierarchy with serial number tracking. For this blog post example, a new product is created using an Inventory reservation hierarchy as shown below:

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The released product has been associated with a Tracking dimension group using the Active in sales process parameter for the Serial number dimension, and as it can be seen the Capture serial is now possible to specify. For the first example the Capture serial is set to “Picking”, which means that the actual registration of the sales serial number will be done during the mobile device picking process.

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In case enabling the Capture serial to “Packing” the sales serial number recording will be requested done during the manual packing station process.

 

Recording of sales serial numbers during the picking process

The concept of using the sales serial number capability is that the recording of serial numbers only happens for the outbound sales process. So the inbound receive process and all internal transfers of inventory on-hand will be done as other released products without serial number tracking.

For this blog post example, a license plate of the quantity of 100 of the product has been received and put-away into the warehouse and the serial number dimension is not part of the inventory on-hand:

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A sales order line has been created for the quantity of 3 and released to the warehouse and work has been created.

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When processing the work, the mobile device will prompt for identification of each of the sales serial numbers because of the Capture serial set to “Picking” on the Tracking dimension group.

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It is possible to access the sales serial recording done against the sales order line through the Load details form.

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During the sales serial number recording, validation is done to ensure unique capturing of sales serial numbers against the sales line.

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In case of a not readable serial number the function of using Not readable can be used which will register the serial number as not readable.

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When all serial numbers have been registered and the inventory has been put on a final shipping location, the related inventory transactions for the sales line will get the status picked and the sales order packing slip can be processed.

 

Recording of sales serial numbers during the packing process

In case the released product is associated with a Tracking dimension group enabled for Capture serial at “Packing”, the mobile device picking process will behave as for products without serial numbers. Instead, the serial number will be registered when using the pack station.

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Validation is run ensuring the correct quantity of unique sales serial numbers gets registered during the packing operation and it is possible to view and maintain the recorded serial numbers from the Containers form.

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Recording of sales serial numbers during the sales order return process

Besides the outbound sales order serial number tracking, it is now supported to capture the serial numbers being part of a sales order return process through the mobile device.

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The flow will request registration of the serial numbers being returned.

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Recording of sales serial numbers via Picking list registration form

For simpler/small warehouses, it is also possible to record sales serial numbers during the warehouse picking process from the Picking list registration form, making it easier to record the serial numbers during the actual picking process.

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Comments (8)

  1. hkruiniger says:

    Thank for this.  Interesting, and well described, but ultimately disappointing.  From the headline I thought it might have been possible to specify a particular serial number at sales order line creation time, directing WMS to go get that particular serialized item.  In our business each item has its own history and value so it's important to select, sell, pick and pack the right one.  No such luck!

  2. Per Lykke says:

    Thanks for the comment.

    Yes… for your scenario you will still need to track the serial numbers as part of the inventory on-hand and use serial numbers above the location dimension in the inventory reservation hierarchy definition.

    1. Javier R says:

      Hi
      And what about the performance is Microsoft going to support performance issues related to end to end serialized items? We are in a 3PL company and our customers expectations are that at least we should know what serial numbers are we storing in our warehouse by Location. This functionallity does not allow us to do that. The volumen we have is around 2 million serial numbers a year. Is Microsoft going to support this?

  3. Rodrigo says:

    Hello,

    Could you please tell us how do users record  serial numbers for customer returns in small warehouses? do users have to register serials in product receipt returned form? Will AX validate that returned serials will match with the ones from original sales invoice?

    Thank you

  4. Rodrigo says:

    Hello,

    We were able to receive a serial number that wasn't in the original sale invoice  in a WHS-controlled warehouse. Users expect that AX does this validation. Do you have any plans to add it?

    Thank you

  5. Greg Miller says:

    Thank you for the excellent column.  May I ask a question regarding the receiving of a product please and thank you.  Is it possible to receive a product that has a tracking dimension of SerialWMS with the Serial number control flag turned off?  I have a need of receiving an item that will have a serial number but at receiving time the quantity may be more than one.  Thank you once again for your thoughts on this subject.

  6. Per Lykke says:

    Currently the inbound registration of 'sales serial numbers' is only supported as part of the sales return process with the concept of tracking the serial numbers returned (actual serial numbers received). To the comment from Rodrigo, we do have overall tracking of serial number, with tracking inventory dimension Sales serial, as part of the long term product backlog – incl. more advanced processes during return processes.

    Regarding the question from Greg Miller (not related to sales serial number functionality) about the demo data SerialWMS… Then yes you can receive without assigning serial numbers and then during the outbound process the picking/packing process will automatically ‘transfer’ from a blank serial number to the multiple specified inventory tracked serial numbers.

  7. Rodrigo says:

    Thank you very much for the update. The scenario we tested was using an item with Tracking dimension having serial number activated and storage dimension having capture serial at picking and serial number active in sales process. We sold serial number A1, but when we did the return based on the invoice containing this serial id, we were able to receive serial B2, which is not correct. So, can you please confirm if this validation (display an error message when user tries to enter a different serial number from the original invoice) will be added in a future version?

    Thank you

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