Dynamics NAV - Serial Number Tracking
Watch our video to learn all about serial number tracking in Dynamics NAV.
Dynamics NAV allows you to use serial number tracking on your items within Sales and Purchase Order processes as well as internal stock movements. Serial number tracking is similar to lot number tracking, but instead serial numbers are applied to individual items, whereas lot number tracking applies to a batch of items. To set up the serial tracking for an item, go to the item card and open the item tracking FastTab. There you can select your item tracking code and, if you click ‘Advanced’, you can see all of the details for that tracking code once opened from the list. Users can now select where they want the serial number tracking process to take place, the inbound process, the outbound process or both, as well as what stages within that process they want tracked, just the same as lot number tracking.
To see serial number tracking in use, you need to create a Purchase Order. Enter your vendor number, the item with the serial number tracking set up and the quantity of that item. Open the ‘Line Table Function’ under and select Item Tracking Lines. On that page, you can assign serial numbers you want to use on the selected item. You can enter the serial number manually or use the ‘Assign Serial No.’ function in the actions tab on the ribbon or use the ‘Create Customised SN’ function where you can create your own serial number and choose the increment. Close this page and post the Purchase Order. To view the results, go to the item card and go to that item's ledger entries. Each individual item will have its own entry and its own lot number assigned.
Now to see the tracking of the serial number, you need to create a Sales Order. Select the customer, add an item and quantity. Release the Sales Order, go to the lines function and select Item Tracking lines. Once open, click ‘Select Entries’ from the ribbon and a page will open in which you can select the serial number available for this item. Each item on the order will need a unique serial number. Click ‘OK’ and post the document. Once posted go to the item card and item tracking entries to see the ledger entries for the serial numbers. It will show you the serial number and the vendor or customer number relating to the delivery of the items, allowing you to track your stock.