ax2012中文用户操作手册公司间交易配置

1、Chapter 9: Serial and Batch Number RegistrationCHAPTER 9: SERIAL AND BATCH NUMBER REGISTRATIONObjectivesThe objectives are:·Set up and use manual serial and batch number synchronization in Intercompany chainsSet up and use automatic serial and batch number synchronization in Intercompany chains

2、·IntroductionBusinesses today face many requirements and needs for Intercompany trade. Certain industry sectors need a traceable supply chain through internal and external processes. For example, companies within the life sciences and automobile industry sector might have to trace serial and ba

3、tch numbers throughout their complete supply chain.Therefore, using serial and batch numbers within one single company and across company borders is an important supply chain process.ScenarioContoso Entertainment Systems must synchronize serial and batch numbers with the Original sales orders to inc

4、rease the traceability of goods through the complete Intercompany chain.Therefore, Contoso Entertainment Systems has set up Microsoft Dynamics® AX 2012 to enable synchronization of serial and batch numbers in the Intercompany order chain.9-1Microsoft Official Training Materials for Microsoft Dy

5、namics®Your use of this content is subject to your current services agreementIntercompany Setup andOrder Processing in Microsoft Dynamics AX® 2012Manual Serial and Batch Number RegistrationBusinesses might require that serial and batch numbers are manually registered. The reason for this m

6、ight be that the items arrive with numbers that the vendor has assigned.You can find synchronization parameters for batch numbers and serial numbers in sales and purchasing Intercompany actions.Scenario: Manual Serial Number RegistrationThe sales manager creates a sales order for a customer. After c

7、hecking the on- hand inventory in the sales company and the Intercompany companies, the sales manager decides to create an Intercompany chain with manual registration for a serialized item.Procedure: Set Up Intercompany Manual Serial and Batch Registration ParametersTo perform the serial and batch n

8、umber updates manually in the Intercompany chain follow these steps:1.In the sales company, open Sales and Marketing > Common > Customers > All customers.2.After you select the customer, click tIntercompany on the Action Pane.eral tab and then click9-2Microsoft Official Training Materials f

9、or Microsoft Dynamics®Your use of this content is subject to your current services agreementChapter 9: Serial and Batch Number Registration3.Click Sales order policies.FIGURE 9.1 SERIAL AND BATCH NUMBER PARAMETERSThere are two parameters for the Intercompany serial and batch number synchronizat

10、ion control. If the Serial number and Batch number parameters in the Lines field group are selected, then serial and batch numbers are updated in the Intercompany purchase order when you post the packing slip of the Intercompany sales order.To perform the updates manually, clear the Batch number and

11、 Serial numberparameters.Procedure: Create an Intercompany Order Chain with Manual Serial RegistrationTo manually register serial or batch numbered items in an Intercompany chain follow these steps:1.In the sales company, create a sales order. Open Sales and marketing > Common > Sales orders &

12、gt; All sales orders.Click New to create a new sales order and then select a Customer.In the Sales order form, enter a serialized item in the Item number2.3.field and enter a Quty.4.Click Header view and create an Intercompany order chain by selecting the Autocreate intercompany orders on the Interc

13、ompany FastTab.Move the focus away from the current sales order by clicking another sales order or clicking New on the Action Pane.5.9-3Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your current services agreementIntercompany Setup andOrder

14、Processing in Microsoft Dynamics AX® 20126.Click Manage and then click Intercompany sales order to view thesales orders in the vendor company.7.Click Update line> Pick in the sales line. The Pick form opens,referencing the sales order, the Tran updates panes.ions, and the Picking list8.Click

15、 Add picking list update and the pick line is automatically created in the Picking list updates pane.In the Picking list updates Pane, select the serial number for all the items.Click Register all to generate the pick.9.10.11.Confirm the quty and verify that the status is Picked in the Issuestatus f

16、ield in the Tranions Pane.12.the Pick form and the sales order is and invoice updated.y to be packing slip13.Post the Intercompany sales order packing slip in the vendor company. Print the packing slip to the screen to validate if the correct serial numbers are used. The Intercompany sales order sta

17、tuschanges tivered.14.Click Manage and then click Intercompany purchase order toview the purchase orders. No serial numbers are linked.15.Click the Pick and Pack tab and then click Product receipt. On the product receipt, click OK. An Infolog appears because you mustspecify the serial numbers. For t

18、roubleshooting,the Infolog.16.Specify the serial numbers for the items. Click Update Line > Registration. Notice the purchased items in the upper registration part. For synchronization of the serial numbers, open Intercompany> Batch/serial number to see the picked numbers from CEU, or open Int

19、ercompany > Synchronize batch/serial numbers.After the serial numbers are synchronized, select the Auto-create check box. The serial numbers will be added in the Register now pane.Post the serial numbers by clicking the Post all button in the17.18.Registration form.the form.19.Packing slip update

20、 the purchase order. Print it to screen to validate if the serial numbers are correct.Click Manage and then click Original sales order to open the Original sales order and post the Picking list and the Picking list registration.Post the packing slip. Validate that the serial numbers are printed on t

21、he document.20.21.NOTE: The synchronization process for items that are batch/serial number controlled is handled exactly like the items that are not batch/serial number controlled.9-4Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your current

22、 services agreementChapter 9: Serial and Batch Number RegistrationAutomatic Serial and Batch Number RegistrationAutomatic serial and batch number registration is the process that is generally used to eliminate the errors from a manual update process and reduce the handling time within the Intercompa

23、ny chain.Procedure: Set Up Automatic Serial Number RegistrationTo perform the serial and batch number updates automatically in the Intercompany chain follow these steps:1.In the sales company, open Sales and Marketing > Common > Customers > All customers.2.After you select the customer, cli

24、ck tIntercompany on the Action Pane.Click Sales order policies.eral tab and then click3.4.There are two parameters for the Intercompany serial and batch number synchronization control. Select the Serial number and Batch number parameters in the Lines field group. This causes the serial and batch num

25、bers to update in the Intercompany purchase order when you post the packing slip of the Intercompany sales order.9-5Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your current services agreementIntercompany Setup andOrder Processing in Micros

26、oft Dynamics AX® 2012Lab 9.1 - Automatic Serial and Batch Number RegistrationSet up serial items to automatically register in an Intercompany chainScenarioThe sales company, CEE, wants to fulfill a customer order from Adventure Works. The items must be purchased from CEU, the production plant.

27、Thes of the order and how it will be handled for serial number synchronization are shown in the following table:Prerequisite 1Make sure that the automatic synchronization parameters for serial numbers and batch numbers are selected in the Intercompany parameters for CEE and CEU.Prerequisite 2Make su

28、re that item number 160325 has the primary vendor set to 9100.Prerequisite 3Verify printing options in CEE and CEU. Opens receivable > Setup >Forms > Form setup. You can specify the print options for various documents, such as the picking list or the packing slip. Enable the Batch and Seria

29、l numbers for purchase and sales order updating.Challenge Yourself!.Set up automatic serial registration for Intercompany chains. Create a sales order for Adventure Works.Start the Intercompany order chain from the Original sales order.Pick and Pack the serialized item.Need a Little Help?

30、3;Create the Original sales order and corresponding Intercompany purchase order automatically.Update the picking list and picking list registration in CEU.·9-6Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your current services agreement

31、SettingValueCustomer1102Item number160325Quty1Serial number synchronizationAutomaticChapter 9: Serial and Batch Number Registration··Packing slip update the Intercompany sales order.Packing slip update the Intercompany purchase order and the Original sales order.Step by StepPrerequisite 1M

32、ake sure that the automatic synchronization parameters for serial numbers and batch numbers are selected in the Intercompany parameters.1.In company CEE, open Procurement and sourcing > Common > Vendors > All vendors.2.Select customer 9100, click Edit, click t click Intercompany on the Acti

33、on Pane.Click Purchase order policies.eral tab and then3.4.5.Select the Serial number and Batch number parameters.Select Yes if the Intercompany action policy update window appears.the Intercompany and Vendor forms.6.Prerequisite 2Make sure that item number 160325 has the primary vendor set to 9100.

34、1.In company CEE, open Product information management > Common > Products > Released products.Highlight Item number 160325 and click Edit.Expand the Purchase FastTab and select 9100 in the Vendor field. the form.2.3.Prerequisite 3Verify printing options in CEE and CEU. Opens receivable >

35、 Setup >Forms > Form setup. You can specify the print options for various documents, such as the picking list or the packing slip. Click the Picking list tab and select the Batch and Serial numbers for purchase and sales order updating. Click the Packing slip tab and select Batch and Serial nu

36、mbers. Open CEU and repeat this process.Create a Sales Order for Adventure Works1. In company CEE, open Sales and marketing > Common > Sales orders > All sales orders.2. Click Sales order in the New group on the Action pane, selectCustomer1102, and then click OK.9-7Microsoft Official Traini

37、ng Materials for Microsoft Dynamics®Your use of this content is subject to your current services agreementIntercompany Setup andOrder Processing in Microsoft Dynamics AX® 20123.Type "160325" in the Item number field and "1" in the Qutyfield.Click Header view and create

38、an Intercompany order chain by verifying the Autocreate Intercompany orders on the Intercompany settings FastTab.4.Start the Intercompany Chain1.Click New sales order to move the focus away from the current sales order and create the Intercompany chain.2.3.Note the order numbers and Clear andthe Inf

39、olog.Click Cancel andthe new sales order form and return to theOriginal sales order by highlighting it in the All sales order list pageand clicking Edit.In the Original sales order click Manage > Intercompany Sales order. This opens the Intercompany sales order in company CEU..Click Edit a

40、nd enter Site 1 and Waouse 11.Click the Serial number field look up and click On hand.Select the first record with Total available of 1.00.Start the Pick and Pack Process1.Click Update line (click the arrows above the line record pane) >Pick in the sales line. The Pick form opens, referencing the

41、 salesorder, the Tranions, and the Picking list updates panes.2.Click Add picking list update and the pick line is automatically created in the Picking list updates Pane.In the Picking list updates Pane, select the serial number item. Click Register all to generate the pick.3.4.5.Confirm the quty an

42、d verify that the status is Picked in the Issuestatus field in the Tranions Pane.6.the Pick form. The sales order is invoice updated.y to be packing slip and7.In the Intercompany sales order form, in CEU, click Pick and Pack and then Packing slip.Click OK (Yes if you are prompted) to post the Interc

43、ompany sales order packing slip in the vendor company. Click OK to the warning message.In the Intercompany sales order click Manage > Intercompany purchase order.Click the Receive tab and verify automatic posting has occurred for the product receipt by clicking Product receipt in the Journals gro

44、up. Verify in the Posted via intercompany field.-8Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your current services agreementChapter 9: Serial and Batch Number RegistrationSummarySerial and Batch Numbers Registration explored how t

45、o synchronize serial and batch numbers in a manual and automatic process, and how this helps in your daily tasks in handling serialized or batch numbered items in an Intercompany chain.9-9Microsoft Official Training Materials for Microsoft Dynamics®Your use of this content is subject to your cu

46、rrent services agreementIntercompany Setup andOrder Processing in Microsoft Dynamics AX® 2012Test Your KnowledgeTest your knowledge with the following questions.1.Where can serial numbers be synchronized through the Intercompany chain? (Select all that apply)( ) When you use the Synchronize all

47、 button on the Intercompany sales order( ) During items receipt, by using the synchronize serial and batch numbers button( ) When you use the Packing slip journal and then click the Synchronize batch/serial numbers option on the Intercompany button.( ) When you use the Packing slip journal and then click the Get batch/serial numbers through the Intercompany sales order button.2.Where do you set up the printing o