Friday, 17 May 2013

SERIES RELATIONSHIP IN NAVISION ERP

 What is No. Series Relationship?
If you want to generate different item nos based on the Item Category  like RM,CON,FG,SF.
Now to implement the above you need to use at least 2 no. series for item numbering? But in inventory Setup Numbering tab, you have provision of mentioning only one no. series for item no.
How to resolve this?
Let see-

 
No. Series Relationship is a feature in Navision which helps you to group multiple no. series together and use it for one document no. Take an example of item no. This feature will make 2 (or more) no. series related to each other and both can be used for the item nos.
Let’s do it in Navision.-
 
Create 2 no. series RM and CON. First one for the Raw material, Second one for consumable.


Now relate the second no. series with the first one with no. series relationship. To do that, select the select the RM in no. series window and click on the menu button series -> Relationships. Select the second no. series CON in this window. Close it.
Your relationship between the 2 no. series is done. Now to use these no. series for sales invoice no’s, you need assign it to inventory Setup. 



Open inventory Setup and go to the numbering tab. choose the first no. series (RM) in the ITEM NO.
Now you are ready to use both the no. series to generate the item nos. To test it - 

Open the item Window (purchase->Planning   ->item) and press F3 to create a new item. Don't tab away from the no. field. Now click on the assist edit button (the 3 dot button) next to No. field and you will find system is suggesting both the no. series to you. Select any one series (depending on what type of no you are creating) and a new no. item no will be generated.
So, you have the option of using 2 no. series (or more) for one single document no.

Do it and enjoy.

Please do continue comment.

vimal
TECHNO FUNCTIONAL CONSULTANT