How to handle items with components having item tracking setup for serial numbers?

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Posted on by kristien

How to handle items with a BOM structure where components have tacking setup for serial numbers?

In the sales order you have your BOM-item that doesn't have a tracking code. The tracking code is linked to the items in the BOM structure in order to track serial numbers.

On the Order it is not possible to set the serial numbers of the components because these items are not entered on the lines. By selecting Line > Related Information > Tracking item Lines you get an error that no Item Tracking Code must not be empty for the item.

If you try to Post the Order you get an error that you have to assign a serial number to the component of the BOM item

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Dynamics 365 Business Central

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JAngle 150 on at

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There is another page you need to access to add the serial number:

This is something you can also do by navigating to the assembly order list page and drilling down accordingly.

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kristien 18 on at

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Thanks Josh! this helped me further.

Kind Regards, Kristien

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Alfa Solutions 45 on at

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Hi,
When i do these steps, my serial no. List is totaly empty so i can't select one of the serialn° of items in stock.

Do you have any idea what went wrong?

Thx!

Edith

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Edith,

In the Sales Order, after opening the Assembly Lines, as Josh showed, for the Assembly BOM component that is Serial No. tracked, highlight the line and click Line/Item Tracking Lines. Here is my example. Now based on the blank screen you have are their Serial No.'s available in the Location Code noted on the Sales Line?

Check the Location Code of the Sales Order Line and Serial No's available.

Hope this helps.

Thanks,

Steve

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Alfa Solutions 45 on at

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Hi,

The location code was not on the salesorder at first so i added it.

first the serial no List was empty but after changing the location code from somthing to empty again, now my serial numbers apear!

i selected the serial numbers and now wanting to post my send my order, i have following error.

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Edith,

Your No. Series for Assembly Orders is missing a Posting No. Series. Search for Assembly Setup and enter a Posted Assembly Order No. Series (see pic below):

Hope this helps.

Thanks,

Steve

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Alfa Solutions 45 on at

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Hi,

Thank you so much Steve!

It works well the sales order can be posted.

An other error occurs. after posting Probably due to rights?

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Edith,

Your pic is very small so if you can enlarge or type it that will be great. If this is a Posting Error like: Permission to TableData x: Insert is a User permission rights yes.

Thanks,

Steve

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Alfa Solutions 45 on at

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Hi,

I hope you can read the pic now.
I've recorded the error also: https://youtu.be/PDM522plHrw

The error occurs when posting a sales order.

posting a purchase order works fine.

Next to the error I have an other question related to the serial n° tracking.

My customer has the following workflow:

Purchasorder:

     - He buys 5 Toolboxes including (Tool 1 and Tool 2 each with serialnumbertracking) for € 1000 per toolbox. The toolbox has no serialnumber

        When he would by the tools speratly,   Tool 1 costs      € 600    and     Tool 2 costs       € 580

Salesorders: (2 different flows)

      1.   A customer needs a toolbox with both tool1 and tool 2

       2. Tool 1 of our customer has been stolen and needs to be replaced. so we sell only Tool 1 (from a toolbox)

Logicaly, for me it seems not to be possible to buy 5 toolboxes with both Tool 1 + Tool 2 and then sell
Tool 1 out of one of the Toolboxes.    But in real life, it happens + the purchase price when buying a toolbox is lower than buying the tools speratly.

When i make a purchase order for the toolbox. in business Central, i only see the possibility to add at first the toolbox and then explode the BOM to add the
Serial numbers. but then the cost changes into the cost of the units.
See my video for mor information.

https://youtu.be/o6trgbbAr9g

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Edith,

On the error message when posting the Sales Order, I am not a Dataverse export so hopefully someone in the Forum will chime in but whoever wrote this Dataverse code for you I would contact them as there is an issue. This might be your Partner.

Now on the other Customer, based on what you wrote, I would create an Assembly Item that include Tool 1 and Tool2. Tool 1 and Tool 2 can be Received individually with a Serial No. on the Purchase Order, since you can Explode BOM on the PO to receive separately. You will have to properly reflect the Unit Cost for each Tool and show a Line Discount to get back to the actual Invoice price. I would Assemble the Toolbox so that they are assembled completely and ready for Sale when sold and have the Serial No's set.

The above Purchase allows you to enter the Serial No. and record the actual Unit Cost less Discount, for the Assembly BOM component. This will keep the Cost correct for that Assembled Item sold later of inventory.

Hope this helps.

Thanks,

Steve

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