Reports¶
If your business tends to sell a lot of serial number tracked items with high value, often the case for businesses selling items under the VAT Margin Scheme, you'll probably want to mention which specific serial number is reserved for a specific quote, order or invoice. Especially given the mention of VAT being zero and the item being under the margin scheme.
Enabling the feature¶
- Navigate to
VAT Margin Scheme Setup - Codadotusing the search function. - Scroll down to the FastTab
Reports. - Enable the feature.
- Choose the preferred method of printing serial numbers on reports. Read this article for more information about the two methods.
Show serial number on documents¶
VAT Margin Scheme includes a feature to show/print serial numbers on the following sales documents: - Sales Quote - Sales Order Confirmation - Sales Pro Forma Invoice - Sales Draft Invoice - Sales Invoice - Standard Sales Credit Memo
Out-of-the-box, Business Central already prints serial numbers on the following sales documents: - Sales Shipment
Methods of adding serial numbers to documents¶
There are two ways of adding serial numbers to sales documents in Business Centrals. The first one is direct injection by VAT Margin Scheme. It adds two newlines to the description of the sales line, then adding the serial numbers attached to the sales line itself. This method is easy and quick to implement, but does not offer you great control over positioning.
The second method is using the data set columns we've added to the aforementioned reports. To do so, you need to be comfortable altering RDLC layouts or Word-layouts, depending on what your business uses. If you're not comfortable changing these layouts, please contact your implementation partner or solutions partner for assistance in this.