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You can assign serial numbers and lot numbers to any outbound or inbound document, and its posted item tracking entries are displayed in the related item ledger entries. You perform the work on the Item Tracking Lines page, which you can open from an inbound or outbound document.

The matrix of quantity fields at the top of the Item Tracking Lines page displays the quantities and sums of item tracking numbers being defined on the lines. The quantities must correspond to those of the document line, which is indicated by 0 in the Undefined fields.

As a performance measure, application collects the availability information on the Item Tracking Lines page only once, when you open the page. This means that application does not update the availability information during the time that you have the page open, even if changes occur in inventory or on other documents during that time.

Items with serial or lot numbers can be traced both backwards and forward in the supply chain. This is useful for general quality assurance and for product recalls. For more information, see Trace Item-Tracked Items.

About Picking Serial or Lot Numbers in the Warehouse

Outbound handling of serial or lot numbers is a frequent task in different warehouse processes.

In some processes, the inventory items do not carry serial or lot numbers, and the warehouse worker must assign new during the outbound handling, typically from a predefined number series.

In simple processes, the inventory items already carry serial or lot numbers, for example assigned during the put-away, and these numbers are automatically transferred through all outbound warehouse activities without interaction by warehouse workers.

In special situations for serial- or lot-numbered inventory, specific serial or lot numbers are defined on the source document, such as a sales order, which the warehouse worker must respect during the outbound warehouse handling. This may be because the customer requested a specific lot during the order process. When the inventory pick or warehouse pick document is created from an outbound source document where serial or lot numbers are already defined, then all fields on the Item Tracking Lines page under the inventory pick are locked for writing, except the Qty. to Handle field. In that case, the inventory pick lines specify the item tracking numbers on individual take and place lines. The quantity is already split into unique serial or lot number combinations because the sales order specifies the item tracking numbers to ship.

Item Tracking Availability

When you work with serial and lot numbers, Business Central calculates availability information for lot and serial numbers and shows it in the various item tracking pages. This lets you see how much of a lot or serial number is currently being used on other documents. This reduces errors and uncertainty caused by double allocations.

On the Item Tracking Lines page, a warning icon is shown in the Availability, Lot No. or Availability, Serial No. field if some or all of the quantity you have selected is already being used in other documents or if the lot or serial number is not available.

On the Lot No./Serial No.-List page, the Lot No./Serial No.-Availability page, and the Item Tracking - Select Entries page, information is displayed about how much quantity of an item is being used. This includes the following information.

Field	Description
Total Quantity	The total number of item currently in inventory
Total Requested Quantity	The total number of items that are requested that will be used in this and other documents
Current Pending Quantity	The number of items that are requested that will be used on the current document but that is not yet committed to the database
Current Requested Quantity	The number of items that are requested that will be used on the current document
Total Available Quantity	The total number of items in inventory, minus the quantity of the item that are requested on this and other documents (total requested quantity), and minus the quantity that is requested but not yet committed on this document (current pending quantity)

If you work on the Item Tracking Lines page for a long period of time or if there is a great deal of activity with the item you are working with, then you can choose the Refresh Availability action. In addition, the availability of the item is automatically rechecked when you close the page to confirm that there are no availability problems.

To set up item tracking codes

An item tracking code reflects the different considerations a company has regarding the use of serial and lot numbers for items moving through the inventory.

Choose the icon, enter Item Tracking Codes , and then choose the related link.
Choose the New action.
Fill in the fields as necessary. Hover over a field to read a short description.
On the Serial No. and the Lot No. FastTabs, define policies of item tracking by serial and lot numbers respectively.

Note

If you want to track specific items or specific lots throughout their lifetime, you must choose the SN Specific Tracking and Lot Specific Tracking fields, respectively. As a result, when handling an outbound unit of an item with this item tracking code, you must always specify which existing serial number or which existing lot number to handle. This means that when selling a unit of the item, it must be applied against a specific pool of serial numbers or a specific lot number in inventory. Or in other words, a serial number or lot number assigned to the item when entering into inventory must follow that item type out of inventory.

Pc Serial Numbers

As this particular setup field covers all possible transactions with the item, the individual inbound/outbound fields will also be selected. However, the individual inbound/outbound fields have nothing to do with application across inventory - they merely define your company's work flow concerning when to assign item tracking numbers.

To set up expiration rules for serial or lot numbers

For some items you might want to set up specific expiration dates and rules in the item tracking code. This functionality allows you to keep track of when specific serial numbers and lot numbers expire.

Select an existing item tracking code, and then choose the Edit action.

On the Misc. FastTab, select the following check boxes.

Field	Description
Strict Expiration Posting	Specifies that an expiration date assigned to the item tracking number as it entered inventory must be respected when it exits inventory.
Man. Expir. Date Entry Reqd.	Specifies that you must manually enter an expiration date on the item tracking line.
Ignore Expiration Dates	Specifies that you do not want to calculate expiration dates.

To set up warranties for serial or lot numbers

For some items, you might want to set up specific warranties in the item tracking code. This functionality allows you to keep track of when the warranties on specific serial or lot numbers in your inventory will run out.

Choose the icon, enter Item Tracking Codes , and then choose the related link.
Select an existing it

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