Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
All Countries
Contents
Purpose.......................................................................................................................................................... 3
Defining General Settings .............................................................................................................................. 4
Procedure ................................................................................................................................................... 4
Setting Authorizations .................................................................................................................................... 7
Defining Serial Numbers from Inventory Receipt Documents ....................................................................... 7
Procedure ................................................................................................................................................... 7
Using the Automatic Creation Button ....................................................................................................... 10
Creating Strings for Serial Numbers......................................................................................................... 11
Serial Number Details Window................................................................................................................. 13
Defining Serial Numbers While Creating Inventory Release Documents.................................................... 14
Procedure ................................................................................................................................................. 14
Further Important Notes about the Serial Number Selection Window ..................................................... 16
Updating and Completing Serial Numbers .................................................................................................. 18
Procedure ................................................................................................................................................. 18
Results...................................................................................................................................................... 20
Assigning Serial Numbers in Marketing and Inventory Documents............................................................. 20
Assigning Serial Numbers in Production Orders...................................................................................... 20
Assigning Serial Numbers in Assembly BOMs ........................................................................................ 21
Assigning Serial Numbers in Draft Documents ........................................................................................ 21
Creating the Serial Numbers Transactions Report ...................................................................................... 22
Procedure ................................................................................................................................................. 22
Serial Numbers Transactions Report Linked to a Document................................................................... 23
Printing Serial Numbers ............................................................................................................................... 23
Prerequisites............................................................................................................................................. 23
Procedure ................................................................................................................................................. 24
Result ....................................................................................................................................................... 24
Database Tables Reference ........................................................................................................................ 24
Icons and Typographic Conventions............................................................................................................ 25
Copyrights & Trademarks ............................................................................................................................ 26
SAP AG 2008
During inventory receipt transactions you create serial numbers for items defined as serial numbermanaged items.
During inventory release transactions you select the relevant serial numbers.
SAP AG 2008
Set the method for managing a unique serial number in SAP Business One
Procedure
1. From the SAP Business One Main Menu, choose Administration System Initialization General
Settings Inventory tab Items tab.
Activity/Description
Management
Method
SAP AG 2008
Comments
Field
Activity/Description
Comments
Unique Serial
Numbers by
Auto. Create
Customer
Equipment
Card
Automatic
Serial
Number
Creation on
Receipt
NOTE
When you set this parameter,
SAP Business One checks all the
serial numbers in the system to
locate duplicates of the
designated unique number. If it
finds any duplicate numbers in
the system, you cannot change
this parameter until you remove
those numbers.
NOTE
You can initiate managing serial
numbers for items with past
inventory transactions already
created. When you change the
value in the Manage Item by field,
SAP Business One displays an
appropriate alert.
RECOMMENDATION
Do not use this method if you
want unique serial numbers.
SAP AG 2008
4. For each item, define if you want to manage it by serial numbers. From the SAP Business One Main
Menu, choose Inventory Item Master Data General tab.
Activity/Description
Manage Item
by
SAP AG 2008
Comments
NOTE
For information on batches, see
the document How to Manage
Batch Numbers in 2007 A and
2007 B, which you can download
from the documentation area of
SAP Business One Customer
Portal at
http://channel.sap.com/sbocusto
mer.
Management
Method
On Every Transaction
On Release Only
Setting Authorizations
For information on authorizations required for serial numbers, see the document How to Define
Authorizations in Releases 2007 A and 2007 B, which you can download from the documentation area of the
SAP Business One Customer Portal (http://channel.sap.com/sbocustomer).
Procedure
1. The Serial Numbers Setup window lets you automatically enter or update numerous serial numbers
for the item. Open the window using the appropriate method from those listed below.
{
If the management method for the item is set to On Every Transaction, this window opens
automatically when you add the document.
If the management method for the item is set to On Release Only and the Automatic Serial
Numbers Creation on Receipt checkbox is not selected, you need to use one of the following
methods to open the Serial Numbers Setup window:
Before adding the document, in the Quantity field, use the key combination CTRL+TAB.
Before adding the document, right click the Quantity field and choose Select
Batch/Serial Numbers.
SAP AG 2008
NOTE
When you add a goods return or an A/P credit memo, the Serial Number Selection window
opens automatically, enabling you to choose from the available serial numbers.
This window opens also when you add a document that creates an inventory release
transaction (A/R invoice, delivery) that includes a negative quantity of the serial numbersmanaged item.
In such a case, you can choose the Create button to open the Serial Numbers Setup window.
2. From the Rows from Documents table, choose a row to define serial numbers for its items.
This table displays all the document rows that include items with serial numbers management. The
values in this table are informative only and cannot be changed.
The row you chose in the document is selected by default. To define serial numbers for a different row,
you need to highlight it.
The table displays the following data:
Field
Description
Doc. No.
Item Number
Item
Description
Whse Code
SAP AG 2008
Comments
Field
Description
Whse Name
Total Needed
Total Created
Open
Quantity
Comments
3. In the Created Serial Numbers table, you can specify serial number details using an EAN code, or
choose the Automatic Creation button (for more information, see Using the Automatic Creation
Button). Only the field defined as a unique number is mandatory. The other fields may remain blank
and updated later, if required.
NOTE
To separately display additional fields for each table, click
and select the desired fields.
Repeat steps 2 and 3 until you have defined serial numbers for all items in the Rows from Documents
table.
4. To save your changes, choose the Update button.
SAP AG 2008
Procedure
1. Open the Serial Numbers Setup Window.
2. To automatically create serial numbers for the entire quantity, click the Automatic Creation button. The
Automatic Serial Numbers Creation window opens.
Description/Activity
Comments
Mfr. Serial No
Serial Number
Lot Number
System
Number
Admission Date
SAP AG 2008
NOTE
If the Mfr. Serial No., Serial
Number, or Lot Number field is
defined in System Initialization as
unique, it cannot be left blank.
Display this field in the window
using the Form Settings option.
10
Field
Description/Activity
Manufacturing
Date,
Expiration
Date, Mfr.
Warranty Start,
Mfr. Warranty
End
Location,
Details
Comments
4. To create a detailed record for each serial number in the Created Serial Numbers table, choose the
Create button.
NOTE
After using the Automatic Creation button, you can manually update each items data.
Double-clicking a row number in the Created Serial Numbers table opens the Row Details - Serial Numbers
Setup window, where you can view and update data for a specific serial number. After updating a row,
close the window to save your changes.
Procedure
1. Open the Serial Numbers Setup Window.
2. Click the Automatic Creation button.
The Automatic Serial Numbers Creation window opens.
3. Click the
button in one of the following fields: Mfr Serial No., Serial Number, or Lot Number.
You can create a string that includes several segments, with each row in the table representing a
segment.
SAP AG 2008
11
4. In the Create String for Serial No. window, specify the following data:
Field
Description/Activity
Comments
String
Type
Operation
SAP AG 2008
String
Type
Operation
AXA
String
Not Available
500
Number
Increasing
12
Procedure
1. From the SAP Business One Main Menu, choose Inventory Inventory Management Serial
Numbers Serial Number Details. The Serial Number Details window opens.
2. In this window you can view and change the details of a specific serial number.
You can access the Serial Number Details window from every window in this module through the link arrow
beside each serial number.
You can also add data at any time through the Serial Number Transactions Report.
NOTE
The Serial Number Details window includes fields identical to those displayed in the Automatic
Serial Numbers Creation window.
SAP AG 2008
13
Procedure
1. Add an inventory release transaction document. The Serial Number Selection window opens
automatically. Alternatively, choose one of the following methods:
{
In the Quantity field of the document, press the CTRL+TAB key combination.
Right click the Quantity field in the document and choose Select Batch/Serial Numbers.
NOTE
To separately display additional fields for each table, in the toolbar, click
and select the desired fields.
SAP AG 2008
(Form Settings)
14
Description
Comments
Item No.
Item
Description
Whse Code
Quantity
Total
Selected
Open Qty
Direction
Sort one of the columns you would like to use for finding the item, enter the value (manually or
using an EAN code reader) in the Find field, and press the TAB key to select the required item.
The default sort is by the Serial Number column.
You can also use the Auto Select button to automatically move rows from the Available Serial
Numbers table to the Selected Serial Numbers table, according to the open quantity in the document
rows. The selection is done according to the currently defined sort for the table.
The Selected Serial Numbers table displays the selected serial numbers up to this point.
NOTE
If you change the warehouse in the document subsequent to choosing the serial numbers, the
application alerts you that continuing this operation resets the selected serial numbers.
5. To save the link between the document and its serial numbers, and to update the inventory release
transactions of the selected serial numbers and make them Unavailable, choose the Update button.
SAP AG 2008
15
If not all the required serial numbers are selected, the Serial Number Selection window opens again
while you are adding the document.
You can add and update serial numbers in this window as long as the document is not added to the
system and no inventory transaction is posted.
In the Serial Number Selection window, from the Goto menu, choose Serial Numbers Completion, or
right-click in the window and choose the same option.
to the left of the serial number opens the Serial Number Details window
The Serial Numbers Management Selection Criteria window opens in Complete mode for that
specific item. For more information, see Updating and Completing Serial Numbers.
Copying documents If you selected serial numbers in a base document that created an inventory
transaction, and you copied this document to a target document, you will not be able to view the serial
numbers data in the target document, unless the document is one of the following: return, A/R credit
memo, goods return, or A/P credit memo.
While generating an A/R reserve invoice, you cannot select serial numbers for release, since the
reserve invoice does not create an inventory release transaction.
Inventory Transfer - When generating an inventory transfer document, to select which serial numbers
to transfer from the source warehouse, press CTRL+TAB while pointing at the Quantity field. There is
no need to define which serial numbers will enter the target warehouse. The transaction is
automatically performed between the two warehouses.
SAP AG 2008
16
The serial numbers assigned to a specific customer who sends the goods back are displayed by
default in the Serial Number Selection window that opens from one of the following documents: return,
delivery with a negative quantity, A/R invoice with a negative quantity, or A/R credit memo.
A return document based on a delivery and an A/R credit memo based on an A/R invoice display the
serial numbers assigned to the base document. Returns and A/R credit memos not based on a
specific document display the serial numbers assigned to a specific customer.
In both cases, the Display Delivered SNs field is activated. You can choose to display serial numbers
From Base Document or from Related to current BP, or you can choose All to display all the serial
numbers in SAP Business One.
The serial numbers sent back to a specific vendor are displayed by default in the Serial Number
Selection window that opens in one of the following document types: goods return or A/P credit memo.
A goods return based on a goods receipt PO and an A/P credit memo based on an A/P invoice display
the serial numbers assigned to the base document. Goods returns and A/P credit memos not based
on a specific document display the serial numbers assigned to a specific customer.
In both cases, the Display Available SNs field is displayed. You can choose to display serial numbers
From Base Document or Related to current BP, or you can choose All to display all the serial numbers
in SAP Business One.
SAP AG 2008
17
Procedure
1. From the SAP Business One Main Menu, choose Inventory Item Management Serial Numbers
Serial Numbers Management.
The Serial Numbers Management Selection Criteria window opens:
2. Choose one of the following modes displayed in the dropdown list of the Operation field:
{
Update Used to update the serial numbers data subsequent to its definition in documents.
Complete - Serves to define serial numbers for items with serial numbers management that
were posted in inventory without serial numbers.
EXAMPLE
In the item master data, the option On Release Only was selected in the Management Method
field and the Automatic Serial Numbers Creation on Receipt checkbox was not selected.
Selection criteria for documents Select the required documents on the Purchasing - A/P,
Sales A/R, and Inventory Posting tabs.
SAP AG 2008
18
4. Choose the OK button. The Serial Numbers Management Update/Complete window opens for all
batch numbers in stock.
This window is similar to the Serial Numbers Setup window that opens when you generate an
inventory receipt document.
In this window, you can define an items serial numbers while in Complete mode, as well as update the
existing serial numbers while in Update mode. You can complete and update manually in the Created
Serial Numbers table, or automatically by clicking the Global Update button.
5. To update your serial number, choose the Global Update button. The Serial Number Global Updates
window opens.
SAP AG 2008
19
You can update globally one field, or several fields simultaneously, for the row selected in the Serial
Numbers Management Update window.
6. To save your changes, choose the Update button.
Results
The selected piece of data is globally updated in all the serial number rows.
EXAMPLE
Choose the Global Update button and in the Serial Number Global Updates window enter a
new expiration date. When you update, the expiration dates of all the serial numbers in the
selected row are updated accordingly.
Once you have updated the serial numbers in an inventory release document, choosing the Update button
maintains a link between the document and its serial numbers, updates the defined serial numbers' inventory
release transactions, and changes the status of the items to Unavailable.
Following the completion of the serial numbers, choosing Add creates a link between the document and its
serial numbers, updates the defined serial numbers' inventory receipt transactions, and changes the status
of the items to Available.
You have created at least one production BOM that includes items managed by serial numbers.
You have created at least one production order that includes items managed by serial numbers.
NOTE
In the Production Order window, the Issue Method value for serial number items cannot be
Backflush.
Procedure
1. From the SAP Business One Main Menu, choose Production Receipt from Production.
2. Select the relevant production order.
The Serial Numbers Setup window opens automatically for the parent item in the Receipt from
Production stage.
3. Create serial numbers for the parent item.
4. To define serial numbers for child items, from the SAP Business One Main Menu, choose Production
Issue for Production.
5. Select a production order.
The Select Items to Copy window opens. This window includes all the child items that are to be
managed by serial numbers.
6. Select one or several rows by using the CTRL or SHIFT key, and choose the OK button.
7. In the Quantity field, press CTRL+TAB. The Serial Number Selection window opens.
SAP AG 2008
20
8. Select serial numbers and choose the Update button to save your changes.
NOTE
A similar process takes place for a disassembly bill of materials. You select the relevant
numbers in the Issue for Production stage (parent quantity), and then record the relevant serial
numbers in the Receipt from Production stage (the child items quantity).
You can save a draft document without creating or selecting serial numbers.
Saving serial numbers in a draft does not create allocations for those numbers and does not change
their status. In other words, if such numbers are saved in a draft document, SAP Business One
ignores that saved information in all other aspects of the system.
When you create a regular document from a draft, SAP Business One checks if there are any saved
serial numbers for the item that already exist in the system. If such numbers are found, SAP Business
One does not add the document and displays an error message. You then need to reassign serial
numbers for the relevant items in the document.
After creating a regular document from a draft with serial numbers, the saved numbers are removed
from the draft, as if the draft was saved without serial numbers. If you assign new serial numbers to a
closed draft document, those numbers are saved with that draft until a regular document is created
from the closed draft.
SAP AG 2008
21
Procedure
1. From the SAP Business One Main Menu, choose Inventory Inventory Reports Serial Numbers
Transactions Report.
The Serial Number Transactions Report Selection Criteria window opens.
The Serial Numbers Transactions report displays the inventory receipts and releases of each serial
number.
2. Set the following selection criteria for the transactions to be displayed in the report:
{
Item Number, Group, and Properties Let you select transactions by item
Dates tab Set a range of dates based on posting dates, receipt dates, expiration dates,
manufacturing dates, or the start and end dates of the manufacturing warranty.
Numberings tab Set selection criteria by System Number, Lot Numbers, Mfr. Serial No., or
Serial Number. You can also choose to display Available and/or Unavailable serial numbers.
Warehouse tab Set selection criteria by the warehouse location of the serial number.
BP tab - Set selection criteria by the business partners against whom the serial number
transactions are performed.
Documents tab Define from which documents to display the serial number transactions, and
whether to display transactions from closed documents.
NOTE
The Default Settings button resets all the defined selection criteria.
SAP AG 2008
22
3. Choose the OK button. The Serial Number Transactions Report window opens:
4. Each row in the Serial Numbers table represents a serial number in a warehouse. Highlight a row to
display, in the Transactions for Serial Numbers table, all the receipt and release transactions of that
serial number.
NOTE
Clicking the link arrow
to the left of Item No., Mfr. Serial Number, Serial Number, or Lot
Number opens the Serial Number Details window described earlier, where you can update data
for the selected serial number.
Prerequisites
From the SAP Business One Main Menu, choose Administration System Initialization Print Preferences
and choose type of serial number to print when printing a template: Mfr Serial No., Serial No. or Lot Number.
SAP AG 2008
23
Procedure
In any marketing document that relates to serial numbers, proceed as follows:
1. From the Tools menu, choose Print Layout Designer, or click
in the toolbar.
in the toolbar.
Result
The information about the associated serial numbers is printed in one line, with comma separators between
the serial numbers.
NOTE
You can edit the default templates or create new ones by using Print Layout Designer (PLD).
For more information about the PLD, see the How to Customize Printing Templates with the
Print Layout Designer document, which you can download from the documentation area of SAP
Business One Customer Portal (http://channel.sap.com/sbocustomer).
SAP AG 2008
24
Icon
Meaning
Caution
Example
Note
Recommendation
Syntax
Typographic Conventions
Type Style
Description
Example text
Example text
EXAMPLE TEXT
Example text
Screen output. This includes file and directory names and their
paths, messages, source code, names of variables and
parameters as well as names of installation, upgrade and
database tools.
EXAMPLE TEXT
Example text
Exact user entry. These are words or characters that you enter in
the system exactly as they appear in the documentation.
<Example text>
SAP AG 2008
25
SAP AG 2008
26