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Enhanced lot tracking

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While standard Microsoft Dynamics 365 Business Central lets users define lot tracking requirements for an item, the program allows considerable flexibility when entering lot numbers on transaction lines. For example, a user can record a lot number for an item received via an inbound transaction but leave this information blank when posting the same item on an outbound transaction.

Food Manufacturing & Distribution requires a stricter level of lot control. If an item is designated as lot-controlled, the program automatically creates a lot number information record whenever a new item lot enters inventory. Additional adjustments require that a lot number be assigned to every transaction line on which a lot-controlled item is entered. This enforces a greater level of traceability for lot-controlled items and provides more accurate inventory information on a lot-by-lot basis.

In addition to stricter lot tracking requirements, several additional features can be implemented for lot control. The following table describes these features with links to the topics that describe them.

To

See

View the lot number information list per item.

Lots

Learn how to implement lot control for items that did not previously have item tracking requirements.

About converting items to lot control

Read about enabling positive adjustments to item lots.

Loose lot control

Learn about adding and changing lot status for lot records.

Lot status

Learn about capturing freshness information for lot records.

Lot freshness

Set up custom lot numbering formats to create lot numbers according to different segments of information.

Set up lot number custom formats

Set up lot number segment values for use in custom lot numbering.

Set up lot number segment values

Determine the source and destination information of a lot-tracked item.

Lot tracing

Determine the source and destination information of several lot-tracked items or lots at once.

Multiple lot trace

Use lot specifications to identify unique lot characteristics.

Lot specifications

Define lot aging records that instruct the program to automatically classify an item lot based on its age.

Lot aging

View a summary on a specific lot.

Lot summary

Create a sub-lot from a specific lot using a wizard.

Create a sub-lot