Introduction to MS Dynamics NAV
(Serial numbers , Lot numbers & Item tracking and Item tracing)
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of corporate economy

Lot numbers (batches)-Item Tracking
•It enables to mark Item Ledger Entries by Lot (Batch) Number, which is part of the batch card. It
enables  :
–Item tracking from purchase,  possible subsequent production , transfers and sales
–It enables to control quality and better specification of rejects (scraps)
–It enables to control warranty and expiration
–It work similarly if serial numbers are created (assigned)
–
•

New card creation
•It is necessary to start our model with brand new card without any Item Ledger Entry created in
the past

New card creation
You have to  enter data to all fields marked by *


Item Card -Flour



Item Card -Flour



Purchase Order : 2 packs of flour



Purchase Order : 2 packs of flour



Item Ledger entries after PO posting
PO=Purchase Order


Second PO – Flour and Lot number Information card
•PO : Ctrl-N
•Enter Vendor :10000  and enter Vendor invoice number
•Enter line F_001 and 3packs and location blue
•Go to Icon Line and Item tracking lines
•

Second PO – Flour and Lot number Information card
Click New


Item Ledger entries after PO posting



Sales Order



Assigning Lots (two different ones)



Item Ledger Entries after posting SO
S0 = Sales Order





Purchase an item with Serial number  setup



Purchase Order (only PO line  shown)



Assigning Serial Numbers -  before



Assigning Serial Numbers -  after



Item Ledger Entries



Complex Examle (CE) to show Item tracking
•Create new Item Card X1
•PO1 - Assign  LN1 and LN2 , 10 pcs (6 and 4)
•PO2- Assign  LN3 and LN4, 10 pcs (7 and 3)
•SO1 – 12 pcs of X1 (mixed Lots from all Lots)
•Show tracking window
Comment : Czech database, English texts in PWP, NAV 2016 CZE

CE1



PO1
PO1 line


PO1



X1 Item Ledger Entries



Sales Order
Sales order line


X1 Item Ledger Entries



X1 Item Ledger Entries



Item Tracing



Item Tracing
Původ -> Použití
Pokud vyberete tuto volbu, program nejprve zobrazí místo, odkud daná položka zboží pochází, a poté
místo jejího použití.
Použití -> Původ
Pokud vyberete tuto volbu, program nejprve zobrazí místo, kde byla daná položka zboží použita, a
poté místo, odkud položka zboží pro dané konkrétní použití pochází.

End of section
Serial numbers , Lot numbers & Item tracking & Item tracing