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[en] Requiring serial numbers for consumed material in a Project order (POD) - Setup and picking

[en]

[en] A Project order item (PODITEM), when defined as material can be set up to require serial number before consumption. This requirement can be set up in multiple ways. This requirement also adds additional steps in the picking process for Project order pick (PODPICK).

[en] This topic will cover the following:

  • [en] Setup Require serial number before shipping in Product (ART) and how to overrule

  • [en] Pick and unpick material by scanning the Goods reception item (SSAITEM) id and register serial number in the Project order pick (PODPICK) application

  • [en] Things to be aware of when picking material by scanning the Product (ART) ID identifier combined with the Require serial number requirement

  • [en] Validate that all consumed materials have registered serial numbers

[en] Recommended reading

[en] Logistics process for a Project order (POD).Logistics process for a Project order (POD)

[en] Setup Require serial number before shipping in Product (ART) and how to overrule

[en] If a Product (ART) requires, or does not require a serial number before shipping, it will be inherited to the Project order item (PODITEM). This can be overruled in the Project order item (PODITEM) application.

[en] How to overrule the Require serial number before shipping selection made in the Product (ART) application - from the Project order item (PODITEM) application

  1. [en] From the RamBase menu, click Sales and then Project order and finally Project orders to open the Project order (POD) application.

  2. [en] Select or search for the Project order (POD).

  3. [en] When the project order is selected, click the Items tab and the Project order item (PODITEM).

  4. [en] Double-click, select and press ENTER or click the Right arrow icon to open the Project order item (PODITEM) application.

  5. [en] In the Delivery area, select the Require serial number checkbox.

[en] Pick and unpick material by scanning the Goods reception item (SSAITEM) id and register serial number in the Project order pick (PODPICK) application
[en] To pick

  1. [en] From the RamBase menu, select Logistics, then Picking and finally Pick material to Project order by hand held device to open the Pick (PODPICK) application.

  2. [en] Click the Pick option

  3. [en] Select the Project order (POD) in the Select project order dropdown menu.

  4. [en] Click the Scan the goods reception id or product id field.

  5. [en] Scan the Goods reception item (SSAITEM) identifier.

  6. [en] Either type the quantity in the Pick quantity field or click the arrows to select the quantity to be picked.

  7. [en] Scan the stock location in the Pick from stock location field.

  8. [en] This will open the Serial numbers (SERIALNO) application where the user can click the Scan Serial Number field and scan the serial number of the product that has been picked.

    [en] The scanned serial numbers will be displayed below the Scan serial number field. When the total number of serial numbers, to be registered are scanned, the user will be redirected to the Pick (PODPICK) application where the user can continue picking.

[en] To unpick

  1. [en] From the RamBase menu, select Logistics, then Picking and finally Pick material to Project order by hand held device to open the Pick (PODPICK) application.

  2. [en] Click the Unpick option

  3. [en] Select the Project order (POD) in the Select project order dropdown menu.

  4. [en] Click the Scan the goods reception id or product id field.

  5. [en] Scan the Goods reception item (SSAITEM) identifier.

  6. [en] Either type the quantity in the Unpick quantity field or click the arrows to select the quantity to be picked.

  7. [en] Scan the stock location in the Unpick to stock location field.

  8. [en] This will open the Serial numbers (SERIALNO) application where the user can click the Scan Serial Number field and scan the serial number of the products that are being returned to stock.

[en] Things to be aware of when picking material by scanning the Product (ART) ID identifier combined with the Require serial number requirement

Podpowiedź

[en] The picking is done by RamBase either when the Product ID identifier is scanned, or when a Goods reception (SSAITEM) is scanned. The registering of serial number is a secondary operation. When scanning a product ID identifier, RamBase selects an available Goods reception item (SSAITEM). Therefore a mismatch can happen trying to add a serial number to a material, which by RamBase's logic, has not been picked.

[en] Logic

[en] If the ID identifier of a Product (ART) is scanned, it should only be done to products where no tracking is required for the company.

  • [en] Product ID identifier is scanned - RamBase will select which Goods reception item (SSA) is picked.

  • [en] Goods reception item (SSAITEM) is scanned - The scanned Goods reception item (SSAITEM) is picked.

[en] Company settings (CSV) for scanning Product ID identifier

[en] Allow to pick to project order (POD) from other goods reception (SSA)

[en] If setting is 'ON' - Allow to pick to Project order (POD) from other Goods reception items (SSA) than the related internal Sales orders (COA) for 'Material to project order' has assignments from.

[en] Allow to scan product id at pick of project order (POD)

[en] If this setting is 'ON' - Users can scan Product ID (IT number of format #123456) when picking or unpicking to Project orders (POD) by using the Project order pick (PODPICK) application. Will have no effect unless setting 'Allow to pick to project order (POD) from other goods receptions (SSA)' is 'ON'.

[en] Validate that all consumed materials have registered serial numbers
[en] Confirm consumption of picked material with serial numbers

  1. [en] From the RamBase menu, click Sales and then Project order and finally Project orders to open the Project order (POD) application.

  2. [en] Select or search for the Project order (POD).

  3. [en] When the project order is selected, click the Items tab and the Project order item (PODITEM).

  4. [en] In the Context menu, select the Confirm consumption of picked material with serial numbers open to open the related popup.

    • [en] The popup will display all serial numbers that have been registered, to picked products, up to the selected date in the Picked date field.

    • [en] If RamBase does not know which serial numbers have been consumed, based on the selected date, the user has to manually select them.

  5. [en] Click the OK button to confirm.

[en] A Project order item (PODITEM) is missing a serial number - How to assign a serial number to a Goods reception item (SSAITEM)

  1. [en] From the RamBase menu, click Sales and then Project order and finally Project orders to open the Project order (POD) application.

  2. [en] Select or search for the Project order (POD).

  3. [en] When the project order is selected, click the Items tab and the Project order item (PODITEM).

  4. [en] To fix this, click the Select serial number icon in the Serial number column.

    [en] Note that the Serial number column must be activated in the Column settings.

  5. [en] Register the serial number.

  6. [en] Note that the UsedQty will now be 1. And the Goods reception item (SSAITEM) without a serial number has now been registered, fulfilling the Require serial number requirement.

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