Lot Tracking

Lot Tracking-
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Brittany Crucitti
Brittany CrucittiNov 30, 2022 01:52 PM
Hello- We had someone setup a new item in BC (currently in BC v20) but they forgot to check off that …

1. Lot Tracking-

Brittany Crucitti
Posted Nov 30, 2022 01:52 PM
Hello-

We had someone setup a new item in BC (currently in BC v20) but they forgot to check off that the item should be lot tracked. The Item has been produced, received against, and all labeling has been made. Of course, since the item was not setup with lot tracking, we now are unable to add lot tracking information. Our third party consultants said we have to create new items and move the inventory over. However, this causes some logistical issues, as every product has that SKU assigned to it; our item number and SKU are 1:1.

Hoping there is a better solution out there without having to start from square one with new item numbers. Any suggestions?

As a side note, I did adjust our item template so that any new item defaults to have Item Tracking on, to avoid this issue in the future!

Thanks in advance for any help!
Brittany

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Brittany Crucitti
Director of Finance
Sunsoil
Burlington VT
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2. RE: Lot Tracking-
Morgan Jansen
Posted Dec 02, 2022 01:21 PM
You should be able to remove all inventory (negative item journal adjustments), turn on lot tracking, then adjust it back in with lots (positive item journal adjustments).

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Morgan Jansen
ERP Analyst
Agropur Ingredients
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3. RE: Lot Tracking-
NAVUG ALL STAR
Lewis Rosenberg
Posted Dec 02, 2022 01:50 PM
Here’s how:

(1) Negative Adjust inventory to zero for items to set lot control on
(2) Remove the item from any open orders and unposted journals (sales orders, purchase order, production orders, etc.)
(3) Create and run a process report to set the Item Tracking Code and Item Tracking Number Series for the item – see logic below
(4) Add the item back to any open orders, etc.
(5) Positive adjust inventory back – lot numbers will now be required.

Step (3) logic:

Item – OnAfterGetRecord()
//SetLot will be assigned based on user entry from the Report Request Page. True = Add item tracking, False = Remove Item Tracking

IF SetLot THEN BEGIN
Item.”Item Tracking Code” :=’LOTALL’; //LOTALL is the Item Tracking code – yours may have a different code.
Item.”Lot Nos.” := ‘LOT’; //LOT is the lot tracking number series code – yours may be different
Item.MODIFY;
END
ELSE BEGIN
Item.”Item Tracking Code” :=”;
Item.”Lot Nos.” := ”;
Item.MODIFY;
END;

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Lewis Rosenberg
IT Manager
Mars Fishcare/Mars Horsecare
Chalfont PA
http://www.apifishcare.com
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D365UG-BC/NAVUG All-Star
Community Summit Legend
D365UG-BC/NAVUG Advisory Board Member (Former Chairperson)
D365UG-BC/NAVUG Programming Committee

Twitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
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4. RE: Lot Tracking-
GOLD CONTRIBUTOR
Ken Sebahar
Posted Dec 02, 2022 01:46 PM
You should set up a new Item. you cannot change the Item Tracking Code field once you have any item ledger entries for the Item. You get this message: “You cannot change Item Tracking Code because there are one or more ledger entries for this item.”

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Ken Sebahar
Solution Systems, Inc.
ken@solsyst.com
Podcast: A Shot of Business Central and a Beer!
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5. RE: Lot Tracking-
NAVUG ALL STAR
Kim Dallefeld
Posted Dec 02, 2022 02:15 PM
Morgan and Lewis are correct but it will take a developer to intervene using this method.
Ken is correct about what you need to do without a developer.

Here’s an idea
1. Change the item from No. 123 to Z123, this changes all the transactions (posted and unposted) to Z123. Make lots of notes on the item so that you can reference what happened.
2. Set a new item using No. 123 with its item tracking code, edit your unposted transactions, SKUs, BOMs, etc. back to 123. I would even add a note or comment to see item Z123.

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Kim Dallefeld, [email protected]
CEO/Principal Consultant
Dallefeld Consulting, LLC

New View Strategies, Trainer and Consultant

NAVUG Legend
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NAVUG Board and Programming Committee
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