LMTLot Management/Lot No. Entry Enhancements

Lot No. Entry Enhancements

Article05/15/20234 min read

Insight is given into the item tracking of an item that is lot-tracked in a document without the need to open the Item Tracking page. For this purpose, two fields are added various documents throughout Microsoft Dynamics 365 Business Central and will be explained in the upcoming chapters.

The fields are shown in the following documents:

Purchase Order
Purchase Return Order
Sales Order
Sales Return Order
Transfer Order
Warehouse Shipment
Warehouse Receipt
Item Journal
Item Reclassification Journal
Warehouse Item Journal
Warehouse Reclassification Journal
Physical Inventory Journal
Production Journal
Production Order Line
Output Journal
Consumption Journal
Production Order Components
Assembly Order
Internal Movement

The Item Tracking field shows if item tracking is needed for the item entered on the document line, or if the total quantity is (not yet) entered in the item tracking for the document line. When clicking the field, it will in all cases open the Item Tracking page.

The Item Tracking field shows one of the following options:

The value “Not Required” will be shown when tracking is not required, which is the case when no item has been selected or when the item is not set up with an Item Tracking Code.
The value “Incomplete” will be shown when the item is lot tracked, but the quantities aren’t fully defined in the item tracking lines.
The value “Complete” will be shown when the item is lot tracked and the quantities are fully covered with one or more lot numbers in the item tracking lines.

In this case, a Purchase Order will be used as an example.

Select the Search icon , enter Purchase Orders and then choose the related link.
On the Purchase Orders list page, on the action bar, click New to create a new entry on the Purchase Order card page.
Select and click the required No. to choose a vendor.
Click OK.
On the Lines FastTab, click the Type field and select the option Item.
In the No. field, click the dropdown menu, select and click the required No. to choose an item.
Enter Quantity.
When a line is entered that contains a lot-tracked item, the field Item Tracking is automatically changed to Incomplete.
Click the Item Tracking field to open the Item Tracking Lines page.
Enter Lot No.
Enter Quantity (Base).

Click Close.
The Item Tracking field still shows Incomplete, because the item tracking hasn’t been defined completely.

TheAssigned Lot(s) field now shows that lot number LOT001 that has been selected in the Item Tracking Lines. When no lot number has been assigned and when clicking on the empty Assigned Lot(s) field, the item tracking page would be opened as well.
When clicking on LOT001, the Lot No. Information Card page opens directly because only one lot number has been selected in the item tracking for the document line. If at this time, the Lot No. Information Card doesn’t exist for the entered lot number, the card will be created immediately.
When this action is executed for a purchase, assembly, or production order line, the Country Of Origin, is added directly to the Lot Origin Details. The behavior is the same when clicking on the assist button in the Lot No. field in the Item Tracking Lines and Inventory Put-Away.
Click Close to return to the Purchase Order page.
Click the Item Tracking field to open the Item Tracking Lines page.
On the action bar, click Actions > Functions > Assign Lot No.
Click the look up button in the Lot No. field.
Click Close to return to the Item Tracking Lines page. The item tracking is now completely assigned.
Click Close.
The Item Tracking field has changed to “Complete”, because the item tracking has been defined for the complete quantity.
The Assigned Lot(s) field shows Multiple Lot Nos, because multiple lots are assigned in the item tracking. When clicking the Assigned Lot(s) field, the Lot No. Information List opens with a filter on the lot numbers that are selected in the Item Tracking Lines in the document line.
Click OK.