EPISODE 83| Serial number tracking dimension in Microsoft Dynamics 365 Finance and operations

In the released product form, the Tracking dimension group controls, if batch numbers or serial numbers are used for the item. For batch/serial number controlled items, you need to record the batch/serial number in all transactions. As a prerequisite to enter batch or serial number in a transaction, the batch number table or the serial numbers table has to include this number.
If your company is in charge of assigning the batch or serial numbers to the physical products (e.g., if you produce them) you can set up tracking number groups to generate batch or serial numbers automatically. On the tab General in the tracking number group form, you can specify the structure of the batch/serial numbers and select a Number sequence code for the automatic numbers (if you want to use a number sequence, set the slider Number sequence No. to “Yes”). Settings on the tab Activation determine which transactions actually generate numbers. In order to assign a tracking number group for batch or serial numbers to an item, select it in the field Batch number group or Serial number group on the tab Manage inventory of the released product form. If you generate batch or serial numbers, make sure to attach a label with the serial/batch number to the physical product in order to be able to track the item physically.
If you need to track serial numbers along the whole supply chain, the tracking dimension Serial number has to be active. For items that are linked to a tracking dimension group with this setting, inventory transactions are split by serial number (which causes a high number of transactions). If serial number tracking isonly required for warranty purposes in sales, there is no need to split inventory transactions by serial number in purchasing and other areas. In this case, you can simplify the inventory processes by tracking serial numbers only in sales. With the sales serial number feature, there is only one inventory transaction record for all serial numbers in a transaction. The serial numbers of the transaction are stored in a separate table, which is linked to the inventory transactions. Sales serial numbers are only available for sales orders and return orders, not for other transactions (e.g., transfer orders). Serial number labels are physically attached to the item in inventory, but not tracked within Dynamics 365 until the order is shipped to or returned from the customer. The sales serial number functionality is controlled by the tracking dimension group. If you want to use sales serial numbers, set up a dimension group in which the checkbox Active in sales process is selected for the dimension Serial number.

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[infoclub]

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[MrVinodhkanna]

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[snmmthr]

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[wardaamjad]

Hello, I recently watched a video on your channel about batch picking for sales orders. However, I'm having trouble finding the specific video where this process was demonstrated. Could you please let me know the video number or title where batch picking for sales orders was covered? Thank you!

[ScepticFrog]

Hi great channel. Can I have permission to contact you? I need your help. I have configured released products serial tracked below LP and location. But when I move a pallet to Quality for inspection it splits the Quantity after pass or fail into eaches. So the putaway work is not requesting to move the LP but instead each individual serial number. Any ideas? Same problem when doing a stock movement by LP for a full pallet, it is asking for the serial number to be entered. Thankyou if you can help 🙂🙂

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[yogeshmanikpure]

Hi. I want to track Engine No. and Chassis No. of a vehicle. How can I do it. Also how do we scan through barcode scanner or import using excel option.

[sandipdeshpande]

I got the information of serial number from different ways in D365 F & O

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