Serial Number Mass Entry

Serial Number Mass Entry

HelpID: 497022034

Serial Number Mass Entry (SNME) is a cut-and-paste utility for performing mass-entry of a large number of Serial Numbers. It integrates into all of the Dynamics GP windows that are used for serial number entry, as well as Manufacturing and Service windows.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Serial Number Mass Entry”. Restart Dynamics GP to enable this feature for all users.

Using Serial Number Mass Entry

Serial Number Mass Entry is available from the Additional >> Serial Number Mass Entry menu on the Serial Number Entry window for the following Transaction Entry windows:

  • Item Transaction Entry
  • Item Transfer Entry
  • Item Bin To Bin Transfer
  • Inventory Assembly Entry
  • SOP Non-Inventory Serial/Lot Entry (GP PowerPack)
  • Purchasing Order Receipt
  • Purchasing Returns
  • Sales Transaction Entry
  • Manufacturing Order Entry
  • Manufacturing Component Transaction Entry
  • Manufacturing Receipt Entry
  • Service Intransit-Transfer Entry
  • Service RMA Entry
  • Service Internal RMA Entry
  • Service RTV Entry
  • Service Depot Entry
  • WilloWare’s LeanMFG Module

Serial Number Mass Entry uses a “mass insert” method for the transactions listed below. This method directly inserts all usable serial numbers into the relevant transaction serial numbers table in the SQL database, bypassing any window updates. For all other Serial Entry windows not listed below, the utility adds serial numbers to the transaction through the user-interface.

  • Inventory Transfer & Adjustment for both adding new serials and selecting existing serials.
  • Inventory Assembly Transaction for both adding new serials for the Finished Good and selecting existing serials for the components.
  • Sales Transaction Entry for selecting serials
  • GP PowerPack’s SOP Tweak: Non-Tracked Serial/Lot Entry for Sales Order Processing

NOTE ON PERFORMANCE: The process of adding a new Serial Number into GP has to occur one at a time using a GP routine that checks if the Serial Number already exists in the system. All GP modules and 3rd party products that add serial numbers use this routine. This allows the Manufacturing module, for example, to tell Purchase Order Receiving that it already has a “new” serial number waiting to be posted so that a duplicate serial number cannot be created in the Purchasing Module. Because of the need to account for new serial numbers existing on unposted transactions, there is not an effective way to “mass add” serial numbers directly into GP tables. They need to be processed one at a time to allow other GP modules to reject the new serial number.

Graphical user interface, application, Word Description automatically generated

From a Serial Number Entry window, go to Extras >> Additional >> Serial Number Mass Entry. Cut and paste the list of serial numbers from another document, such as an email or spreadsheet, into the Serial Number Mass Entry window, then click ENTER.

NOTE: The window has a limit of about 32,000 characters. If you need to paste more than that you will need to break the list into pieces, or use the Excel import.

Serial Numbers can also be imported from an Excel spreadsheet. The serial numbers must in in the first column with no column headers. Click the IMPORT button, then select the spreadsheet to import. The import will read the serial numbers, validate them, and insert them into the Serial Number Entry window.

For a transaction where you must select from existing serial numbers (such as a negative inventory adjustment), the window will only accept “valid” serial numbers (i.e. the must exist in GP), and the “invalid” numbers will be rejected.

It will also reject a Serial Number from the list if it is longer than 20 characters.

If the transaction is adding inventory, SNME will check if the serial number already exists in GP or is on another transaction adding the serial into GP, and reject those serials from the list.

If the transaction is removing inventory from a site/bin, SNME will check if the serial number is available to be used. If not, the serial number will be rejected.

After clicking the ENTER button, SNME will use the serial numbers that it can and add those to the Serial Number Entry window in GP. Any serials that could not be used will be displayed in a “Rejected” list.

Tools

The Tools menu provides a handful of utilities for making mass changes to the list of pasted Serial Number.

  • Add Prefix – adds a user entered prefix to all of the serials
  • Add Suffix – adds a user entered suffix to all of the serials
  • Make Upper Case – if the pasted serials contain lower case letters, this Tool will convert all characters to upper case
  • Remove Non-Alpha-Numerics – removes special characters like dashes, asterisks, carats, etc.
  • Copy Available – copies all Serial Numbers from the “Available Serial Numbers Scroll” into the SNME window. Clicking ENTER then auto-enters enough serials to meet the quantity needed. Use “Copy Available” to add “Auto-Select” functionality to any serial number entry window in GP.