We often run into bottlenecks and inefficiencies using an ERP software and would love to automate such business process, scanning serial numbers across various screens allows to sell products & ship faster.
Problem Definition: Customer would like to ship more orders, often they are faced with shipping department not being efficient and unable to ship products faster. The Shipment screen allows to allocate products picker is picking and has to manually allocate these serialized inventory to shipment before confirming and making sure they are shipping the right product and keeping track of serialized inventory.
Solution: It would be great to allow scanning of serialized inventory quickly with bar-code scanner or keying the serial number on shipment screen, allowing to allocate the serial numbers across multiple location.
Custom Solution: We utilized Acumatica framework SDK and customized Shipment Screen ID SO302000 and added a new button called “UPLOAD LOT/SERIAL” upon clicking this button the shipper gets to see a new modal window ready to accept scanned serial numbers.
Scan/Key-In the Serial Number
Now the shipper can scan serial item code from the bar-code reader and configure such a way to add the product to allocation screen and continue scanning other 100’s of serialized products.
The plugin validates if an existing serial number matches the Inventory item on the shipment, if it doesn’t match it will ignore and continue to allocate matching serial numbers to item codes.
If you scan more than the requested quantity it will continue to add but not allocate.
Auto Allocate – Once scanning is done the shipper can click Process, where all the magic happens it allocates the scanned serial in FIFO matching to respective item codes/inventory id’s and ignoring the ones scanned wrongly or not matching and provides with a summary screen of all attached vs un-attached serial numbers.
Scanned Serial &Allocated
It helps the shipper to identify the wrong product being scanned, reduces errors and omissions, saves shipping cost, improves customer satisfaction and overall an efficient shipping system and a happy customer.
We have extended this scanning and allocation functionality to Sales Order screen, Inventory Receipt and Purchase Receipt screens too.
