Enhanced Visibility and Control: QuickStart’s Serial Activity Module Explored

Posted by Corey Mendelsohn on December 05,2023

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Stay ahead in the game of business management with QuickStart for SAP Business One’s Serial Activity module—your key to unrivaled visibility and control over customer equipment data.


Are you an SAP Business One customer looking to gain better visibility and control over your finances? With QuickStart’s Serial Activity module, you can turn your existing SAP B1 reporting and dashboarding tools into powerful pieces of software that will provide enhanced reporting capabilities. In this blog post, we’ll explore the features and advantages provided by this straightforward tool – enabling improved visibility into activity data for quick decision-making and a streamlined approach to financial management. Read on to find out more!

In the realm of efficient business management in SAP B1, the ability to comprehensively track and manage customer equipment plays a pivotal role. QuickStart for SAP Business One introduces a game-changing module known as Serial Activity, revolutionizing how businesses monitor and manage their customer equipment cards’ data.

Harnessing Customer Equipment Card Information

At the heart of the Serial Activity module lies its ingenious logic, tapping into the wealth of data stored within the Customer Equipment Card information. This functionality enables a meticulous review of every customer associated with an item sold, integrating crucial serial number tracking capabilities.

Organisation of Serial Activity Module folders inside QuickStart for SAP Business One

Integration with Service Call Data

But that’s not all. The module seamlessly integrates this data with Service Call information, providing a comprehensive overview of the activity against each piece of customer equipment. This linkage to the Service Calls, Calendar, Customer, and Item Master augments the context and depth of insights available at your fingertips.

Effortless Identification and Tracking

One of the primary objectives of this module is to facilitate easy identification of crucial information. It enables users to swiftly pinpoint serial numbers lacking RMA activity and equipment without any service calls. The inclusion of associated flags simplifies data filtering, ensuring efficient access to pertinent information.

Detailed Tracking and Reporting Features

Every item logged in the Customer Equipment Card undergoes meticulous tracking, including specific delivery numbers. This feature enables seamless tracking back to the original delivery, providing a holistic view of the equipment’s journey.

Moreover, the Recert Flag emerges as a powerful tool, allowing effortless filtering of recertified serial numbers and their respective dates, streamlining operations and enhancing monitoring capabilities.

View of Serial Activity Module inside QuickStart for SAP Business One

Facilitating Future Planning and Visibility

The ultimate aim of this module is to provide unparalleled visibility into customer items requiring recertification. It empowers businesses to proactively manage recertification processes, ensuring items don’t remain uncertified for more than a year. Additionally, the reporting capabilities forecast upcoming recertifications, enabling proactive planning for impending recertification needs in the months ahead.


The Serial Activity module within QuickStart for SAP Business One represents a groundbreaking leap in tracking, managing, and strategizing around customer equipment. By amalgamating Customer Equipment Card data with Service Call information and enabling easy identification, detailed tracking, and proactive planning, this module elevates the efficiency and foresight of businesses, ensuring streamlined operations and proactive customer service.

With comprehensive tracking and reporting features, planning for the future has never been easier. All in all, QuickStart’s Serial Activity module provides an invaluable resource to businesses who are looking to analyze their equipment’s complete lifecycle easily. So don’t wait, contact us for a free demo and take the first step towards modernizing your business’s performance reporting suite with serial activity!