How to define Item Tracking Codes for Lot and Serial Numbers and assign them to Items

Item Tracking
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Sune Lohse, Chief Strategy Officer

How to define and assign tracking codes for lot and serial numbers on items in Business Central?

Let’s look at how to define Item Tracking Codes for Lot Numbers, Serial Numbers and to assign those to items.

This is what happens in the video

I will go to my item list to provide some examples.

I know that I have some items here for Serial Number handling.

In the Item Card, we have on the Item Tracking tap, the Item Tracking Code.

And in this scenario, my item has an Item Tracking Code called SNALL, short for Serial Number All, and it’s defined in the list.

So, if you go into the list and look at the full list, you can find here as many different combinations that you want, and you can name them whatever you like.

So, if we look at the SNALL, and we edit this one, I can see here how this specific Item Tracking Code is defined.

So, I gave it a code and a name, and I can see it’s about Serial Number handling, and I can define all the parameters that I want to respect in the Serial Number handling.

So, with all these checkmarks that I’ve done here, I need to enter Serial Number almost every time I’m handling this item.

Whereas, if I deselect some of all these, I don’t have to tell when I’m purchasing or selling the item.

So, you can define how it has to work.

On a Serial Number level, if it’s a Serial Number handled item, or you can define a Lot Number tracking and also expiration date handling down here.

You could also define both in one go, so you can have an item that uses both Serial Number and Lot Numbers.

This is my Serial Number.

If I look at the Lot Number as an example, it has of course no Serial Number check in here, but it has a lot of Lot Number checkmarks that I could set up, whenever I want to assign or handle Lot Numbers.

In this scenario, we also checkmarked the Require Expiration Date handling, meaning, I have to define an expiration date when I make a surplus on the inventory from a production order output, an assembly order output or purchase order, I have to enter the expiration date on the item.

And you could also define their Warranty Date formula if you want to handle that, and to calculate it automatically when you create Item Ledger Entries in the specific code.

And the last scenario, Lot Number and Serial Number tracking.

If you want to use that you can just checkmark whatever scenarios in here you want from Lot- and Serial Numbers, which is sometimes also the case.

After defining your codes once and for all, you can assign them to the Item Card on the Item Tracking Code, thereby making sure that Business Central will handle the Item Tracking for you, all the way through the system.