Skip to main content

Notifications

Microsoft Dynamics RMS forum

Track Lot Numbers?

Posted on by 3,252

one of the requirements is to track Lot number. anyone out there have an idea how to do so in RMS?? does it require customization?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Track Lot Numbers?

    Well then it does look like you are talking more about Serial numbers as mentioned before. What are the items you need this for, and what are the Receiving, Sales and Fulfillment processes?

    The usual purposes I use the Lot Number, Tracking and Expiry are for Perishable items such as Drugs, Food etc. and for tracking Lots of manufacturing, building etc. materials such as Flooring Tiles to insure consistency of color, quality etc. throughout a project.

    In these cases, if you are getting 20 of an item at once, you WOULD want the same Lot# on each; if you get another batch of the same items you can create another Lot group for them.

    Or maybe you need a combination of both Lot and Serial?

    And I'm pretty sure we have a customized report with Comments on it, will look for it. I think it's for Work Orders though. You can email me at michaelh@retailtechnologyexperts.com and I will send it to you if I find it.

    Also I suppose RR would be able to help with customizing the process for you.

  • Suggested answer
    Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Track Lot Numbers?

    So we've tried the retail realm custom however it requires Lot number input for each quantity meaning that if I am selling 20 pcs of the same item I will have to enter the same Lot number for each. 

    Now the only work around left for us is to enter the comment per transaction line (F10 Comment).. I modified the invoice to include entry.comment. also I am able to track this via modified report.

    However the downside is that every ebtry is going to be manually entered.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Track Lot Numbers?

    Do you mean the Ctrl-F10 Comments function.  

    You could do this but your change in that only get saved as part of the compresses receipt image.  You wouldn't be able to track or report on this.

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Track Lot Numbers?

    Just a thought.. why can't I use the track comment for each transaction entry on the POS?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Track Lot Numbers?

    You could use the Lot Number AND Expiry tracking from Retail Realm also - that comes free with the Utility bundle

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Track Lot Numbers?

    Thank you so much Ed. two things.

    POS do I have to sell line by line at the POS system? also the Serial numbers are not printing on the invoice. do I need to add anything on the XML invoice or is there a setting that I need to do to print the SN on the invoice.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Track Lot Numbers?

    You have to set the serial number options at the store level.  The other item settings you should change at the HQ level and push to the stores.  I recommend you do this when the stores are closed, if you have a lot of items.

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Track Lot Numbers?

    I checked this out in the store and the serial number will work. i am only doing it on the invoice

    it reports very well through the item number. i did as a quote and it prompts at final sale.

    we do all our product picking as a quote and turn it into an invoice later

    a question. I know that this could be done from the HQ and then push to other stores but will we need to change all items affected to serial number, but not set the option parameters?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Track Lot Numbers?

    No.  It is common to the transaction.  What you could do is use serial numbers instead of comments.

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Track Lot Numbers?

    I will into that shortly but I have another quick question can I add a comment for each transaction line? because based your screenshot the comment seems to be common for all the receipt.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,888 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,247 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans