The Customer Implementation Readiness team at Microsoft validates AX 2012 functionality for specific scenarios. This document is one in a series of blog posts that describe the scenarios that we have validated, and how we validated them.

Scenario

This case study is part of a scenario where we validate end to end serial product tracking from creation of a serial product in AX, purchasing the product, stocking inventory and shipping the product to customer.

Steps in setting up serial product tracking for this case study are as follows:

• Create Serial Product
• Purchase and Receive Serial Product in Inventory
• Sell and Ship the Serial Product
• Return, Repair and Ship the Serial Product

Focus

This document describes the configuration and set up steps for creation of a serial product.

Related documentation

The case study is based on demo data.

Detailed validation steps

Set up Tracking Dimension Groups = Serial

1. In the AX 2012 R3 client, log in to company USRT.

2. Go to Product information management > Setup > Dimension groups > Tracking Dimension groups and create a new Tracking Dimension group.

3. Choose Serial Number as Active and checked for Physical Inventory (per this scenario)

Set up Number Group for Serial Numbers = Automated Numbering

1. In the AX 2012 R3 client, log in to company USRT.

2. Go to Inventory management > Setup > Dimensions > Number groups and create a new Number group.

3. Define Number Sequence and activate for appropriate transactions (per scenario).

4. Set up automated numbering by selecting Allocation on physical update per 1 quantity.

Create a Serial Product

1. In the AX 2012 R3 client, log in to company USRT.

2. Go to Product information management > Common > Released products and create a new Released Product.

3. Select Product type = Item and Product subtype = Product and select a Product number

4. Choose Tracking dimension group = Serial and add in data in other fields as appropriate for e.g. select Item Model Group, Item Group, Storage dimension group; select appropriate units of measures for Inventory unit, Purchase unit, Sales unit and BOM unit; and select Purchase and Sales Tax Groups

5. Click ok to create the product.

7. Edit the product and go to Manage inventory section > Tracking> Serial number group

8. Select a value for Serial number group (= SerialAuto)

8. Go to Purchase section of the Product > Prices> Price and add a Purchase price for the Product

9. Go to Sell section of the Product > Base sales price> Price and add a Sales price for the Product

10. Go to Manage Costs section of the Product> Prices> Price and add a Cost price for the Product

11. Add other appropriate values as needed.

12. Close form.

Serial product is now available for usage in AX2012 R3.