Physical inventory journals with Lot Numbers

  • Physical inventory journals with Lot Numbers

    Posted by DSC Communities on December 29, 2016 at 12:52 pm
    • Debra Rohlik


      December 29, 2016 at 12:52 PM

      We are in the process of entering our physical inventory journals and are having issues with defining the item tracking.

      We have items that have lot numbers.  Some lots need to be positively adjusted, others negatively.  How does item tracking get defined? 

      We are on NAV2016. 

      Debra Rohlik
      Accounting Process Manager
      Farmers Union Industries, LLC
      Redwood Falls MN

    • David Wiser


      December 29, 2016 at 1:33 PM

      This is an area which (IMHO) NAV does not do well.  The physical inventory journal will calculate the current inventory of the item, but not of lots which make up that inventory.  You basically have to do a manual process to break out the calculated inventory by lot and then count it that way. After counting, you can enter the actual count, but then would have to go into the Item tracking Lines to record adjustments of the individual lot numbers being impacted.

      I have seen modifications to the physical inventory journal where the lot number is brought into the journal which would allow you to count and update the lots on the journal, but you would have to talk to your partner about that mod.

      Dave Wiser
      Beckwith & Kuffel
      Seattle WA

    • Lewis Rosenberg


      December 29, 2016 at 1:48 PM

      I agree with Dave.  We did do an enhancement to make this easier to manage and process.

      Here’s how STANDARD NAV 2013R2 works:

      In the HOME tab of the ribbon, click the Item Tracking Lines button:

      Enter Item Tracking as a positive quantity.  You can enter multiple lot numbers to make up the total item tracing quantity.

      If you need to make an negative item tracking entry, you might want to consider a negative variance on the Phys. Inventory Journal with a matching item tracking entry to decrease your specific lot inventory.  Then use an Item Journal adjustment to add inventory to the lot with a positive adjustment.

      The Item Tracking Lines page (above) will NOT accept any negative quantities.

      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA

      NAVUG Board of Advisors, Programming
      NAVUG Programming Commitee
      NAVUG Membership Committee

    • Ian Ray


      December 29, 2016 at 2:33 PM

      Apologies if I am totally incorrect here…

      I thought that Report 790 contained Lot No. and Serial No. in later versions of NAV (2013+?) without modification and all one had to do was add them as columns to Page 392. I know our Calculate Inventory report was modified in NAV before 2013. But, currently, it is version NAVW1*

      Again, I could be/am probably incorrect, but it may be worthwhile to try in a test environment if this is the case.

       Edit: and I see I misunderstood the question…

      Ian Ray
      Cypress Grove
      Arcata CA

    • Ron Ketterling


      December 30, 2016 at 6:55 AM

      Take a look at Insight Works, which was Dynamic Manufacturing Solutions, inventory count add on to make reconciliation of lots easier during physical counts.

      Ron Ketterling
      Business Automation Specialists of MN, Inc.
      Minneapolis MN

    • Pam Bird


      January 3, 2017 at 11:24 AM

      We purchased the Insight Works software a couple of years ago.  Posting physical inventory adjustments with lot numbers is so simple with their software.  Well worth the investment!

      Pam Bird
      System Administrator
      Clean Control
      Warner Robins GA

    • Tom Shields


      December 31, 2016 at 2:16 PM

      We have a modified version of the Journal and the Calculate report which breaks items on hand down by lot, making it easy to enter adjustments.  This is a standard part of our Columbus Food add-on.

      Tom Shields
      D’Arrigo MA

    DSC Communities replied 7 years, 3 months ago 1 Member · 0 Replies
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