Serial number required on Credit PO receipt for serial tracking on receipt only

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Posted on by Daniel Zook

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During our implementation of 2012 R2 CU6, we made the mistake of enabling serial tracking for some items. We have it set to require on issue only, since that is the only time we need to record what serial number was sold. Unfortunately, AX requires the serial number on all transactions, not just sales. We now have a credit PO (all quantities are negative) that we need to receive, which contains serialized items. Of course, when we try to receive the PO, it fails, stating that serial numbers are required for the items. The only reason we have this credit PO is because the original PO was created with incorrect prices and received, so we want to undo the PO at the original price and then create a new PO and receive it at the correct price.

A couple questions:

Is this credit PO process really the best way to fix the purchase price problem on this order?

If it is, how do we enter the serial numbers so that we can "issue" these credit lines on the PO? (The PO receipt form does not have fields for serial numbers.)

Thanks in advance for any thoughts and advice.

djz

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Mea_ 60,284 on at

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Hi Daniel Zook,

What version of AX do you have? In R3 you have new serial number tracking functionality that may suite you guyterry.wordpress.com/.../new-serial-number-tracking-functionality-in-dynamics-ax-2012-r3-part-1-of-2

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Daniel Zook 847 on at

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Thanks for the information. We are on R2, so this won't help us right now, but I have noted it for when we upgrade.

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Guy Terry 28,924 Moderator on at

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If the PO is not invoiced, you could enter the correct price when you post the invoice. Or you could go to the posted Product receipt journal and use the 'Correct' or 'Cancel' functionality to reverse the posting.

If the PO is invoiced, there's no going back. A negative PO works; depending on your inventory costing method, you might need to use Inventory marking to mark the original PO line to the negative one.

To enter a serial number, you can put the serial number directly onto the purchase order line. Or you could use 'Update line' -> 'Pick'.

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Weaveriski 23,618 Moderator on at

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If you process the invoice at the correct prices the pricing will flow through (you can check in test) so you dont necessarily have to undo this. If it is a full "undo" have you looked at cancelling the PO - or has the stock moved? In essence you are doing a return order with the credit then the PO receipt does have the fields, also the update line and "pick" on the PO will have this to enable you to define them. Check your dimension display settings to ensure the serial number is selected to be visible on that form.

edit - should have scrolled down further and seen Guy's response!

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Daniel Zook 847 on at

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Thanks for all the suggestions! The serial number field on the PO line (through purchase line / dimensions) did the trick.

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Daniel Zook 847 on at

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Just realized I made a mistake in the subject/description: I meant to say that serial numbers are required on ISSUE, not receipt. (i.e., blank receipt is allowed.)

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