Item serial number reservation before picking

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Posted on by nspiteri

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I am struggling with finding an optimal solution for this particular scenario.

I have a business process whereby we sell an item that is serial number controlled. At the creation of the sales order I know what serial numbers I will be delivering. Ideally i want to register these numbers on the sales line, which would have a quantity > 1 I.e. not one line per serial number.

I have tried the picking process to do this but the issue is that if I do partial deliveries it will deliver the first picked serials, not the ones I really delivered.

so ideally I want to reserve the serials without picking and then pick at delivery.

I need to track the serials from source I.e. even at arrival, hence Active on Sales as a tracking dimension wasn’t helpful because I need the full Active for the dimension.

any idea what I could do to satisfy the requirement without having to look into code changes?

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Norbert,

Nice to meet you on this forum. ;)

Have you considered using reservations on serial number level?

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nspiteri 545 on at

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Hi Andre

Thanks for the insight and nice to meet you here.

I have used reservations to tag the serial numbers of the items I intend to deliver. The issue is that the items, per the business case, are not delivered all at once. I need to track which serial numbers were delivered per packing slip but once the serials are registered, the packing slip doesn't let me decide specifically which serial numbers to deliver.

So far I found 2 solutions, one is to unpick all the rest and deliver..but it is a lot of duplicate work, while the second is not to register until when delivering. None of these is ideal because they are cumbersome and, in the last case I'd need to code somewhere the serials.. I would be surprised if it wasn't possible with standard Ax.

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi,

Are you using advance warehousing?

If yes have you tried by keeping serial number above location level which results in serial number reservation at the time of sales order creation.(See below images)

Once you release sales order to warehouse picking will be done for reserved serials.

so ideally, I want to reserve the serials without picking and then pick at delivery. -

If you want to reserve serials without picking, I have shown you the above process.

Once serials are reserved than worker will be forced to pick reserved serials in the above suggested solution. (You pick what was reserved)

Alternatively, you can use advance warehouse management and keep serials below location in the reservation hierarchy. (This way you are not reserving serials at the time of sales order creation)

Later when you release to warehouse worker can scan the serials, he is picking, and this way system is flexible, and you can pick partial and pick serials of your choice.

Flexibility is more in warehouse and not at the time of order creation.

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nspiteri 545 on at

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Thanks Sagar,

I think this answers it. I'm going to try it and let you know.

To answer your question, wasn't using advanced warehouse management, however we are switching to advanced warehouse management so we can actually do it now.

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nspiteri 545 on at

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That seems to have done it. Thank you so much!

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