Set up sublot management

Article • 4/3/2023 • 2 min read

Before being able to create a sublot from an existing lot, it is necessary to set up a journal template name and journal batch name. This is essential because the function to create a sublot uses the item reclassification journal for which a journal template name and batch are used.

There can be several general journal templates in Microsoft Dynamics 365 Business Central. Each journal template is represented by a dedicated page with specific functions and the fields that are required to support those functions. For each journal template, it’s necessary to set up a journal batch. The No. Series must have a value in the Item Journal Batch. If the No. Series field on the journal batch is filled, the posting function in general journals requires that the document number on individual or grouped journal lines are in sequential order. This is done by setting the field Default No. to True in the No. Series List. This will automatically fill the field with the next number in the series.

During the creation of a sublot, the item journal template name is used that is setup. A new item journal batch is automatically created with your own user name. This item journal batch name is linked to the earlier mentioned item journal name which is used by the function Create Sublot. It is important not to add any manual lines in this item reclassification journal name and batch because they are removed when using the Create Sublot function.

  1. Select the Search icon , enter Sublot Management Setup and then choose Sublot Management Setup.
  2. Select and click the required Journal Template Name from the Item Journal Template List. This specifies the journal template that will be used when creating a sublot.
  3. Select a number series in the Sublot Nos. This specifies the number series used when creating a sublot. A new user-specific batch will be created when using this function. This number series will be filled as the document number in the item reclassification journal line.
    If a location exists that uses Directed Put-away and Pick which requires that the location uses advanced warehouse functionality, the following setup must be completed as well.
  4. Select and click the required Warehouse Journal Template Name from the Whse. Journal Template List.

The general setup is now completed.