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  • 1.  "Serial No" UDF

    Posted 10-06-2020 23:20
    Hi All.   Have a client that needs to assign serial no's at the time of sale.  Long story on why they can't use actual serial costing.  I have a number of times setup a UDF for Lot # costing which works fine as there in a single number, but in this case they often sell as many as 500 of a single item and need to enter all the serial numbers in a way that they can be tracked back to the item and sale.  Sort of like having a UDT attached to the invoice line.   Does anyone have any thoughts/ideas on this?   I'm not coming up with anything.   
    Thanks in advance!​

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    Bob Osborn
    Consultant
    ACI Consulting
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  • 2.  RE: "Serial No" UDF

    Posted 10-07-2020 00:30
    How are the serial numbers assigned? Entered manually or scanned? Are they sequential? Do they need to be validated as not having been previously entered? Why not use a UDT keyed by invoice and line? If the numbers are sequential, one could use a beginning and ending field for long sequences. If the invoice is subsequently deleted, an invoice PreDelete event (unless during an update) could be used to remove them.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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  • 3.  RE: "Serial No" UDF

    Posted 10-07-2020 10:56

    HI Dan,

      They are assigned manually – not tied to or validated against anything.  They are entered by using a generic bar code scanner.   I do not know if they are sequential, I would assume not.   I thought about the UDT, but would need one for every item and they have a lot.  Or are you thinking the UDT would contain the item # as well?  If so, how do I tie it to line entry?   I think my mind is "stuck" thinking about it like a regular UDF..  

     

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378 ext. 402    f 714.282.0235

     

    Bob@ACIconsulting.com

     

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    Original Message


  • 4.  RE: "Serial No" UDF

    Posted 10-07-2020 13:04
    I think we've done something with a separated list in a detail UDF (imported from an external system that creates the list).  Custom report to prompt / look for a parameter in the UDF (InStr) can help you find the correct invoice.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 5.  RE: "Serial No" UDF

    Posted 10-07-2020 13:10
    Robert, would it be easier to try and solve for the reason they can't use serial costing?  DSD has an 'average cost for serial items' solution, I've also had my Developers create programming to recalc costs nightly for lotted items, etc.  
    Just a thought!
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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    Original Message


  • 6.  RE: "Serial No" UDF

    Posted 10-07-2020 13:25
    Just a guess: if they receive inventory in bulk, and don't care to track inventory by serial, RoG (and doing physical counts) is much easier when not using Serial valuation.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 7.  RE: "Serial No" UDF

    Posted 10-07-2020 18:07

    Hi Folks

       The biggest stumbling block is that they do not know the serial # till it goes out the door. 

     

        But I think I have a good workaround. Will use serialized costing but when the items come in, we will just assign sequential numbers that will be irrelevant.  Then will add a UDF to the ItemCost table where they can add the "real" serial no when it is shipped.   As I said, my brain was stuck on the idea of a regular UDF..

       Nancy, the client has just installed Multicurrency and in order to use it they had to uninstall Average cost for serial items. (which they never used but DSD said it would play havoc with MC)

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378 ext. 402    f 714.282.0235

     

    Bob@ACIconsulting.com

     

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  • 8.  RE: "Serial No" UDF

    Posted 10-08-2020 09:55
    Edited by alan niergarth 10-08-2020 09:56
    Great out of the box thinking.  Use the serial number like a "voucher" or placeholder for the actual serial number in the UDF.  Like AP invoice vouchers in Sage 500.  Then make sure the UDF flows to whatever history tables are used for tracking Serial number history for lookups and reports. 

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    alan niergarth
    Velosio LLC
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    Original Message


  • 9.  RE: "Serial No" UDF

    Posted 10-08-2020 10:06
    I wonder how this impacts future use of something like DSD Service Center. It also seems it would impact the native serial number lookup offered by Sage. My fear is the customer doesn't listen to the potential "gotcha's" ( most won't ) and comes back in 12-18 months wondering why they can't use some native Sage functionality.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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