Lot tracking in Microsoft Dynamics NAV

Microsoft Dynamics NAV can effectively track items with Lot No. It is quick to set up and easy to use.

In this blog I will take you through the setups required for activating the Lot tracking functionality.  I will also show how inbound and outbound transactions can be handled effectively in Microsoft Dynamics NAV.

Setup

1. Set up Item Tracking Code.
Item Tracking Code indicates how Microsoft Dynamics NAV will track the item in inventory.
Tick the options (as per client specific requirement) under the ‘Lot No.’ tab.

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2. Assign Item Tracking Code, Lot No. and/or Expiration Calculation on the Items that needs to be Lot tracked.

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Inbound Transactions

The purchase order is often the central document used for processing inbound transactions. Lot No. will need to be assigned to the Item on the purchase order line, the moment it enters the company.

To assign the Lot No., click on Line button and select “Item Tracking Lines”.

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Enter the Lot No. and Quantity (Base) and click OK.

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Then post the purchase order as ‘receipt’. When the document is posted, the item tracking entries are carried to the associated item ledger entries.

Outbound Transactions

The sales order is often the central document used for processing Outbound transactions.

Lot No. will need to be assigned to the Item on the sales order Line before the Item leaves the company.

To assign the Lot No., click on Line button and select “Item Tracking Lines”.

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Click on the ‘assist’ button on the Lot No. field to select the Lot No. and then enter the Quantity (Base).

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On posting, the Item Tracking Entries will be updated and will reduce the Lot available quantity.

When you work with Lot No., Microsoft Dynamics NAV calculates its availability information and shows it in the ‘Item Tracking Lines’ and ‘Lot No.-List’ windows.  This lets the user see how much of a Lot No. is currently being used on other documents. This reduces errors and uncertainty caused by double allocations.

This blog post was written by Elvin Narain, Microsoft Dynamics NAV Developer/Consultant at EBS

 

If you have outdated business software that’s limited in its reporting and analytical capabilities – then you should to talk to EBS about a powerful business management software solution – Microsoft Dynamics NAV. To find out more about Microsoft Dynamics NAV or other Microsoft business management software solutions, please call Paul Woods at EBS for an obligation free discussion on 1300 303 973.

Microsoft Dynamics NAV is global enterprise resource planning (ERP) software that helps more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Start with what you need now, and easily adapt as your business needs change. In the Microsoft cloud or on your servers—the choice is yours.

Evolution Business Systems (EBS) is a business management software specialist that equips its clients with software designed to achieve their business goals.

Melbourne based EBS is a Microsoft Gold ERP Partner specialising in Microsoft Dynamics NAV and other Enterprise Resource Planning solutions that can be tailored to the needs of small to medium-sized businesses. We can automate your core business processes and integrate your specialist applications with the right financial management solution. Our suite of Microsoft Cloud products suit businesses who have outgrown their accounting system giving them a full featured ERP system: Microsoft Dynamics NAV, Microsoft Office 365 and Microsoft Azure packaged at an affordable monthly subscription price. We work alongside our clients to understand their business and vision, and offer solutions to support these both now and into the future.

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