Serial Number and Shipment Tracking Number. How?

[Former Member]

Our situation:

When we buy parts from supplier, we do not capture the serials of the items we purchased.

When we sell the parts to our customer:

1. We scan the serials of each item using barcode scanner and the serials are being saved in excel. We need to copy the serials and paste them somewhere in the invoice. But I do not see any place to paste. How should we handle this?

2. If #1 above is possible; how do we make the serial "searchable"?

So when a customer request an RMA for serial 001, we search and we know that the serial belongs to us and still have warranty from date of purchase. Is this possible to do this?

3. Shipment tracking number:

Where to put this?

[former_member583013 · Accepted solution]

Tom,

Serials Number management is handled by SBO out of the box. You certainly can in Item Master > General Tab... <b>Manage Item by: Serial Numbers</b>

<b>Set Management Method: On Release Only</b>

There is correction to the previous message from Mr Jimmy on how you would select the Serial Numbers. Since the Serial Numbers are not known to the system yet, you cannot select the number from the Serial Number Selection Window.

When you are on Serial Number Selection window....

<b>Right mouse Click</b> and select <b>Serial numbers Completion</b> This will Pop another Screen called <b>Serial Number Management - Selection Criteria</b>

On the Sales A/R Tab... check on Deliveries...Click Ok.

Now on the <b>Serial Numbers Management - Completion</b> Screen...You can directly scan your Serial number from the box.

Note: By slightly programming the Barcode Scanner gun you can Add a Tab charecter after scan and without touching the keyboard.. you can continue to scan all the Barcodes for this delivery.

For your Q3

On the Delivery Screen > logistics tab there is field called Tracking No. (ODLN.TrackNo). This can be used for entering the Shipment tracking number.

Suda

[former_member186095]

Hello,

if you manage item by serial number using on release management method, You have to assign serial number only in delivery and not in invoice, or if you directly use invoice after creating sales order, you can copy the serial number to the invoice. The system directly pop up serial no. selection.

for no. 2 question, RMA feature is not available yet, so I think you need addon (but not partner addon) except return or A/R credit memo is able to fit your requirement. Actually it will be as same as when you invoiced or delivered the item. The serial no. selection is also pop up by system when return material.

Rgds,