Solutions from SAP SAP Business One 2007 A and 2007 B

Transcription

PUBLIC
How to Manage Serial
Numbers
All Countries
Solutions from SAP
SAP Business One
2007 A and 2007 B
August 2008
English
SAP Business One 2007 A and 2007 B
How to Manage Serial Numbers
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
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Purpose
Management of serial numbers is used to track an item by its serial number. A serial number is a unique
identity that can provide additional information about a specific item. For example, when a mobile phone has
a serial number attached, it makes it possible to find its location, its production date, the start and end of its
warranty period, and so on.
Managing items by serial numbers entails the following:
•
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.
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Defining General Settings
During the creation of serial number items you can do the following:
•
Set the default method for serial numbers management
•
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.
2. On the Inventory tab, specify the following data:
Field
Activity/Description
Management
Method
Select a method for assigning serial and
batch-managed numbers to items. The
options are:
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•
On Every Transaction - Defining a
serial number for an item is
mandatory for every inventory
transaction.
•
On Release Only - Defining a serial
number for an item is mandatory for
inventory release transactions only. It
is optional for other transactions.
Comments
4
Field
Comments
Unique Serial
Numbers by
It is possible to use one of the following
field values as a unique serial number for
managing an item:
In addition to all these options,
SAP Business One manages a
unique internal number in the
System Number field.
•
None – no unique number is
managed
•
Mfr Serial No. – the manufacture
serial number
•
Serial Number – the serial number
•
Lot Number – the lot number
Auto. Create
Customer
Equipment
Card
Automatically creates customer equipment
cards when you add delivery or A/R invoice
documents that include serial numbers
Automatic
Serial
Number
Creation on
Receipt
This box is displayed only when the
management method selected is On
Release Only.
When you select this checkbox, SAP
Business One does the following:
•
Creates sequential serial numbers in
the System Number field, with no
user intervention
•
Leaves the Serial Number field
blank, so that you can select serial
numbers during sales transactions,
and then update them later in the
Serial Numbers Management –
Update window.
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.
This option is useful for the following users:
•
Users who receive a large number of
documents with serial numbers
management items, and who do not
wish to specify serial numbers when
generating documents
•
Users who are interested in
sequential numbering only, and not
in specific serial numbers for items
3. To save your changes, choose the Update button.
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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.
5. Choose an existing item or create a new one.
NOTE
Items managed by serial and batch numbers must be inventory items (they cannot be only
sales items or purchase items). Therefore, those items cannot be defined as phantom items.
6. To define if you want to manage items by serial numbers, specify the following information:
Field
Manage Item
by
From the dropdown list, choose one of the
following options:
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•
None – no special management for
this item. This is the default option.
•
Serial Numbers – the item is
managed by serial numbers.
•
Batches – the item is managed by
batches. This type of management
tracks items that have unique
numbers and characteristics but
have been combined in a single
group, for example, pharmaceutical
products.
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.
6
Management
Method
This field is displayed only if the option to
manage the item by serial numbers or
batches was set in the previous field.
The default for new items is set according
to the definition in System Initialization.
However, the definition may be changed in
the Item Master Data card.
As explained earlier, the
Automatic Serial Number
Creation on Receipt checkbox is
displayed only when the selected
management method is On
Release Only.
Set one of the following options as the
item’s 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).
Defining Serial Numbers from Inventory Receipt Documents
When you have items for which you have defined serial numbers management in the Serial Numbers –
Setup window, you can define serial numbers for them while creating inventory receipt documents.
Inventory receipt documents include goods receipt POs, A/P invoices, goods receipts, and receipts from
production with a positive initial quantity and a positive inventory posting.
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.

From the Goto menu, choose Select Batch/Serial Numbers.
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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.
The document number in SAP Business
One
Item Number
The number of the item
Item
Description
The description of the item as defined in the
Item Master Data window
Whse Code
The code of the warehouse in which the
items were received, according to the
warehouse selected in the document
© SAP AG 2008
Comments
8
Field
Description
Whse Name
The warehouse name as defined in SAP
Business One
Total Needed
The number of items from the document
row for which to define serial numbers
Total Created
The number of items from the document
row for which serial numbers have already
been created
Open
Quantity
The difference between the Total Needed
and Total Created.
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.
(Form Settings) in the toolbar
Repeat steps 2 and 3 until you have defined serial numbers for all items in the Rows from Documents
table.
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Using the Automatic Creation Button
Use the Automatic Serial Numbers Creation window to create automatic serial numbers.
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.
3. Specify the following data:
Field
Description/Activity
Comments
Mfr. Serial No
Set a manufacturer serial number for the
items, with the option of automatic
numbering by SAP Business One.
To set a string, click the
button, which opens the Create
String for Serial No. window.
Serial Number
Set serial numbers for the items, with the
option for automatic numbering by SAP
Business One.
Lot Number
Set a lot number for the items, with the
option for automatic numbering by SAP
Business One.
System
Number
Displays sequential numbering, beginning
with 1, for each item with serial numbers
management. The numbering advances
for each item unit of a specific type. This
numbering cannot be changed manually.
Admission Date
Set the serial number's admission date.
The default value is the posting date of
the document.
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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
Manufacturing
Date,
Expiration
Date, Mfr.
Warranty Start,
Mfr. Warranty
End
Specify these dates, if required.
Location,
Details
Specify any required details, such as
warehouse location, shelf number, and so
on.
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 item’s 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.
Creating Strings for Serial Numbers
Use the Create String for Serial No. window to define a string for the serial number of an item.
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.
The Create String for Serial No. window opens.
You can create a string that includes several segments, with each row in the table representing a
segment.
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4. In the Create String for Serial No. window, specify the following data:
Field
Comments
String
Specify a fixed string that characterizes the
serial number.
Type
Set the string type to String or Number.
Operation
If you selected Number in the previous
field, you can define one of the following
operations to be performed on the number:
No Oper, Increase, or Decrease.
When the string is of String type,
this field is not active.
The operation is performed automatically
while the number is being created.
Final String
Displays the format of the string.
5. To save your string, choose the OK button.
EXAMPLE
You create 100 successive serial numbers from AXA500 to AXA599.
Define the serial numbers in the following way:
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String
Type
Operation
AXA
String
Not Available
500
Number
Increasing
12
Serial Number Details Window
Use the Serial Number Details window to add serial numbers for the item.
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.
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Defining Serial Numbers While Creating Inventory Release
Documents
You can select serial numbers in the Serial Number Selection window while generating a document that
performs an inventory release transaction.
Inventory release documents include deliveries, A/R invoices, A/R invoices + payments, returns, A/P credit
memos, goods returns, goods issues, inventory transfers, issues for production with a negative initial quantity
and a negative inventory posting.
In addition, you have to select serial numbers for release in inventory receipt documents that include a
negative quantity of items with serial numbers management. These documents include goods receipt POs
and A/P invoices.
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.
{
From the Goto menu, Select Batch/Serial Numbers.
NOTE
To separately display additional fields for each table, in the toolbar, click
and select the desired fields.
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(Form Settings)
14
2. From the Rows from Documents table, choose a row.
This table displays all the document rows that include items with serial numbers management. Values
in this table are informative and cannot be changed. The row you chose in the document is selected
by default. To select serial numbers for a different row, you need to highlight it.
Row Details
The table displays the following data:
Field
Description
Comments
Item No.
The number of the item
Item
Description
The description of the item, as defined in
the Item Master Data window
Whse Code
The code of the warehouse from which
items are released, according to the
warehouse selected in the document
Quantity
The total quantity required for selecting
serial numbers from the document
Total
Selected
The total number of items in the bottom
table selected up to this point
Open Qty
The Quantity value minus the Total
Selected value
Direction
Displays the transaction type: In for
inbound or Out for outbound
This field is updated when a serial
number is moved to the Selected
Serial Numbers table.
3. Choose serial numbers from the Available Serial Numbers table.
This table displays all the serial numbers with an Available status for an item in the document. Out of
these, select the relevant serial numbers for release.
You can choose rows in the following ways:
{
Highlight the required row number.
{
To select additional rows, use the CTRL or SHIFT function.
{
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.
4. After selecting the required rows, click the
arrow button to move the serial numbers to the
Selected Serial Numbers table on the right. The reverse arrow
Available Serial Numbers table.
moves the serial numbers to the
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.
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Further Important Notes about the Serial Number Selection Window
General Notes
•
Clicking the link arrow
described above.
•
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.
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Sending Back Items Managed by Serial Numbers
•
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.
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Updating and Completing Serial Numbers
The Numbers Management – Update/Complete window enables you to define or update serial numbersmanaged items.
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.
3. Set the selection criteria for the items to be displayed:
{
Selection criteria for items – By Item No., Group, and Properties
{
Selection criteria for documents – Select the required documents on the Purchasing - A/P,
Sales – A/R, and Inventory Posting tabs.
{
Date range – By posting dates of documents
NOTE
Choosing the Default Settings button resets all the defined selection criteria in this window.
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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 item’s 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.
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You can update globally one field, or several fields simultaneously, for the row selected in the Serial
Numbers Management – Update window.
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.
Assigning Serial Numbers in Marketing and Inventory
Documents
You can assign serial numbers in various documents in SAP Business one.
Assigning Serial Numbers in Production Orders
Prerequisites
•
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.
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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).
Assigning Serial Numbers in Assembly BOMs
Procedure
If there are child items with serial numbers management in an assembly bill of materials, proceed as follows:
1. In the sales document, in the Quantity field of the parent item, press CTRL+TAB, or use another way
to access the Serial Number Selection window.
The Choose S/N and Batches – "XXX" (assembly BOM name) window opens. This window displays
the assembly bill of materials with its serial numbers-managed child items.
2. Click the link arrow
to the left of the Quantity field to open the Serial Number Selection window,
displaying the available serial numbers to choose for the same child item.
NOTE
A similar process takes place for a disassembly bill of materials (negative parent quantity), but
the Unavailable serial numbers are displayed.
3. Select serial numbers and choose the Update button to save your changes.
NOTE
If the same document contains additional items with serial numbers management, excluding an
assembly bill of materials, those items are displayed separately from the BOM in the Serial
Number Selection window.
Assigning Serial Numbers in Draft Documents
If a document is saved as a draft, and serial numbers are created or selected in that document, those
numbers are saved in the database as well. The numbers have no influence on the status of serial numbers
(Available, Unavailable).
•
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.
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Creating the Serial Numbers Transactions Report
The Serial Numbers Transactions report lets you display different serial number transactions for the selected
items.
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.
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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.
Serial Numbers Transactions Report Linked to a Document
After generating inventory receipt and inventory release documents, you can display a Serial Numbers report
linked to the document (described below) by opening the required document and choosing Serial Numbers
Transactions Report from the Goto menu. Alternatively, right-click the window and select Serial Numbers
Transactions Report. The report displays all the serial numbers linked to the document.
Printing Serial Numbers
SAP Business One lets you print serial numbers as an integral part of the document details or as a separate
page. You can set default print templates for the marketing documents that relate to serial numbers. In those
documents, you can print serial numbers as an integral part of the document details.
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.
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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.
2. Choose the Invoice Including Batch/SN (System) printing template.
3. From the File menu, choose Print, or click
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).
Database Tables Reference
For more information on the tables (fields and content) see Database Tables Reference Online Help
(available to all partners/customers at https://www.sdn.sap.com/irj/sdn/businessone).
© SAP AG 2008
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Icons and Typographic Conventions
Icons
Icon
Meaning
Caution
Example
Note
Recommendation
Syntax
Typographic Conventions
Type Style
Description
Example text
Words or characters that appear on the screen. These include field
names, screen titles, buttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text
Emphasized words or phrases in body text, titles of graphics and
tables.
EXAMPLE TEXT
Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual
key words of a programming language, when surrounded by body
text, for example, SELECT and INCLUDE.
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
Keys on the keyboard, for example, function keys (such as F2) or
the ENTER key.
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>
Variable user entry. Pointed brackets indicate that you replace
these words and characters with appropriate entries.
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