Lot/Serial No. Status

In the Lot/Serial No. Status page, several statuses can be created, which can then be assigned to a lot number or serial number. In addition to simply creating statuses, different use restrictions can be determined per status and up to ten statuses can be selected for display on the Item Card and the Inventory List pages.

To create lot/serial number statuses

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Lot/Serial No. Status, and then choose the related link.
  2. Choose the New action.
  3. In the Code and Description fields, enter a unique code and brief description for the status.
  4. Fill in or update the remaining fields based on the descriptions below.

Status Type

Identifies how the status is used and controls the meaning of the Customer Filter and Country Filter fields. The options are:

  • Released – The lot is automatically released for all material movements. No entries can be made in the Customer Filter and Country Filter fields.
  • Blocked – The lot is automatically blocked for all material movements. No entries can be made in the Customer Filter and Country Filter fields.
  • Conditionally Released – at least one filter must be set in one of the following fields: Customer Filter or Country Filter. The chosen settings are checked in Sales.

When the Released or Blocked option is selected, certain fields for the data record are automatically pre-determined.

Pick - Sales / Pick - Manufacturing / Pick - Assembly / Pick - Transfer

If selected, the respective status is allowed for the sales picking, manufacturing picking, assembly picking, or transfer order picking. If not selected, inventory with this status cannot be picked in sales, manufacturing, or transfer orders. In addition, this inventory is not taken into consideration for the automatic proposal of lot numbers or serial numbers in the picking order.

This also applies for the Picks as well as the Inventory Picks in Microsoft Dynamics 365 Business Central.

Customer Filter

Customer that the status relates to. The filter entered here is considered at the following places within the application:

  • Planning – Inventory that was released for certain customers is only considered for the fulfillment of demand of orders by these customers. For all other customers, this inventory is considered as not available in planning.
  • Picking – Inventory that was released for certain customers is only used in the picking order if the respective sales order was created for this customer.
  • Item Availability Check in the Sales Order – When item availability is checked in the Sales Order, only inventory where the deposited customer filter on the status matches the customer number in the sales header is viewed as available. Inventory where the customer filter of the status does not match the customer in the sales header cannot be entered in the item tracking line.

Furthermore, the shipment posting is denied if the customer filter of the status does not match the customer number in the sales header (such as if the status were altered after entering the item tracking line).

Country Filter

Country that this status relates to. The filter entered here is considered at the following places within the application:

  • Planning – Inventory that was released for a certain country is only considered for the fulfillment of demand of orders by customers where the country code of the customer matches the country code of the status. For all other sales- or blanket orders this inventory is considered as not available in planning.
  • Picking – Inventory that was released for certain countries is only used in the picking order if the country code of the customer in the sales order matches the country code in the status.
  • Item Availability check in the Sales Order – When item availability is checked in the Sales Order, only inventory where the deposited country code filter at the status matches the country code of the customer in the sales header is viewed as available. Inventory where the country code filter of the status does not match country code of the customer in the sales header cannot be entered in the item tracking line.

Furthermore, the shipment posting is denied if the country code filter of the status does not match the country code of the customer in the sales header (such as if the status were altered after entering the item tracking line).

Prod. Rel. Comp. Check

If selected – and the status of a manufactured lot number or serial number is changed to this status – a check is done to determine if the lot statuses of the consumed lots are permitted for the alteration of the status of the manufactured lot.

The definition which lot statuses of the consumed lots are permitted is based on the Allowed at Prod. Rel. Comp. Check field.

Note

Items with the Skip Component Release Check toggle turned on in the Item Card are skipped during this verification process.

Allowed at Prod. Rel. Comp. Check

If selected, the respective lot status at the Prod. Rel. Comp. Check field is permitted and thus the lot status change of the manufactured lot is allowed.

Important

Ensure that this status is set up as an allowed posting for the consumption posting in the Inventory Posting Permissions page.

Reorder Point

If selected, inventory with this status is taken into consideration in the Microsoft Dynamics 365 Business Central planning for the fulfillment of a defined reorder point on the Item Card.

Safety Stock

If selected, inventory with this status is taken into consideration in the Microsoft Dynamics 365 Business Central planning for the fulfillment of a defined safety stock on the Item Card.

Test Order Check

If selected – and the status is changed to this status – a check is done to determine whether an open Test Order (status other than Finished) for this lot number or serial number exists. If an open Test Order exists, the action will be interrupted.

Available

If selected, inventory with this status is viewed as available in the Microsoft Dynamics 365 Business Central planning. This field is also taken into consideration during the availability check in the item availability pages.

If the Lot/Serial No. Status of an Item Ledger Entry is set to a status where Available = false, all reservations from and to the item ledger entry are deleted as well as any related Item Tracking Entries. This is valid if the Item Ledger Entry is posted with an initial status or if the status is changed in the Lot/Serial No. Administration page.

Run the Update existing ILE function after changing any status that is already used in the Item Ledger Entries.

Exprd. Invt. avail. for Plng.

If selected, inventory with this status where the expiration date is passed is viewed as available in the Microsoft Dynamics 365 Business Central planning.

Pick expir. Inv. - Sales / Pick expir. Inv. - Manuf. / Pick expir. Inv. - Assem. / Pick expir. Inv. - Transfer

If selected, expired lots with this status can be selected in the pick document for sales orders, production orders, assembly orders, or transfer orders.

Show in Inv. List / Item Card

If selected, the available inventory for the status is shown in the Inventory List page and on the QA FastTab of the Item Card. Furthermore, the selected statuses are displayed in the Item Details - Inventory FactBox on the Sales Order and Prod. Order Components pages.

Note

This checkbox can be selected on a maximum of ten statuses.

Color Code

Indicates a color to provide status visualization to either the entire line or only the Status (Lot/SN) field on the following pages:

  • Lot/Serial No. Administration – entire line except the New Status (Lot/SN) field will show the relevant status color until the change is posted
  • Inventory Overview – entire line
  • Item Tracing – Status (Lot/SN) field only
  • Lot/Serial No. Information Card – Status (Lot/SN) field only

For more information, see Color Codes.

Inspection Result

Specifies the value of the requested inspection result of the Lot/Serial No. Status when automated test decisions are used. The option corresponds to the inspection result in the Test Orders:

  • Accepted = Items are OK in Test Order
  • Denied = Items are not OK in Test Order
  • Unspecified = Unspecified in Test Order

For more information, see Automated Test Decision.

If selected, customer certificates can be printed in sales orders or warehouse shipments for inventory with this status.

For more information, see Print Customer Certificate.

Update Existing Item Ledger Entries

Use the Update existing ILE action to update all existing Item Ledger Entries with the current Lot/Serial No. Statuses. This should be run after changes are made to any of the settings, specifically after the value of the Available field is changed for any status that is already used in the Item Ledger Entries or if a status is deleted.

Note

Running this process can take a while if there are a lot of Item Ledger Entries.


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