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Small and medium business | Business Central, N...
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Posted on by 875

hi,
1. The client will use five or six simple locations in Business Central. How can storage capacity be defined for each location—for example, Location A with a maximum capacity of 2,000 units and Location B with 2,500 units? Does Business Central provide standard location-level capacity management, or is customization required? If customization is required, what fields, validations, and monitoring logic should be developed?


The client will scan each item’s Serial Number and an additional unique identifier using barcode scanners. The scanned data will be maintained in an Excel file and imported into Business Central during purchase-order receiving. Upon import, the system should validate the data and automatically assign both identifiers to the relevant purchase order lines and Item Tracking Lines. Where should the Import Excel action be placed in Business Central, and what functional and technical logic should be developed to support this process?

3. The serialized items have operational lifecycle statuses, such as Available, Assigned, Damaged, Retired, and Quarantine. The devices also undergo inspections with separate inspection statuses, such as Pending Inspection, In Progress, Passed, and Failed. At what level should these statuses be maintained in Business Central—for example, on a custom Serial Number Information Card or a separate Device Record? Should the Device Lifecycle Status and Inspection Status be maintained as two separate fields on the same record, with validation rules controlling which combinations and status transitions are allowed?

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  • Suggested answer
    Assisted by AI
    OussamaSabbouh Profile Picture
    18,817 Super User 2026 Season 2 on at

    Hello Peter,

    For 1) Business Central does not provide standard maximum-capacity control at the Location level for simple locations; standard capacity control is available at the bin level (quantity/cubage/weight) when using Directed Put-away and Pick, so if the requirement is simply “Location A = 2,000 devices, Location B = 2,500 devices,” customization is appropriate: add Maximum Capacity to Location, calculate Current Capacity Used (for serialized devices this could simply be inventory quantity if every device consumes one capacity unit), derive Remaining Capacity / Utilization %, and validate receipts, positive adjustments, and inbound transfers so they cannot exceed the maximum, with warnings or a monitoring page for locations nearing capacity. 

    2) Standard BC supports Serial/Lot/Package tracking and barcode scanning, but there is no standard Excel-import action on Purchase Orders that automatically creates Item Tracking Lines, so I would add an Import Tracking Excel action on the Purchase Order (header is preferable if one file contains multiple PO lines), import into a temporary staging table, validate PO number/line, item, quantity, Serial No., duplicate Serial No., duplicate additional identifier, and Item Tracking Code, then create the tracking through the standard item-tracking/reservation logic; if the second identifier represents another trackable identifier, consider whether standard Package No. fits the business meaning, otherwise store it as a custom field related to the serial number. 

    3) For serialized equipment, I would normally extend the standard Serial No. Information record rather than create a duplicate device master, because Microsoft already provides this card specifically for additional information such as condition/quality information; add separate enum fields such as Device Lifecycle Status and Inspection Status, plus the additional unique identifier, and enforce allowed status combinations/transitions. If inspections must retain history (multiple inspections, dates, inspectors, results, notes), create a separate Device Inspection child table linked by Item No. + Serial No., while keeping the current inspection status on the Serial No. Information record; the standard Blocked field can also be used where a status such as Quarantine should prevent transactions.

     

    Regards,
    Oussama Sabbouh

  • Suggested answer
    Grigorios Mavrogeorgis Profile Picture
    3,096 Super User 2026 Season 2 on at

    Hi, on the capacity one — nothing native at location level. Capacity lives on bins, and bin capacity checking only comes with directed put-away and pick, too heavy for five or six simple locations. So it's custom. A max quantity field on the location, and I'd hook the check on item journal posting since every movement passes through there. Careful counting plain units though, if the items are different sizes it means nothing, cubage or weight is the honest measure.

    For the Excel import, put the action on the Purchase Order next to Item Tracking and stage the rows in a table first, so users can fix errors and re-run. Create the tracking through the base Create Reserv. Entry codeunit, don't insert Reservation Entry yourself, that's where people break the signs.

    Statuses I'd keep on Serial No. Information, two separate enums, and drive the standard Blocked field from the lifecycle one so BC stops the shipment itself.

    Glad to help - follow up if anything is unclear.   

    ►  If this solved it, marking it verified helps others too.       

    Regards,
    Grigorios Mavrogeorgis
    Business Central Consultant & AL Developer

    Work: Gmsoft Limited
    Blog:  insidebusinesscentral
    LinkedIn: linkedin.com/in/gregorymavrogeorgis

  • Suggested answer
    Teagen Boll Profile Picture
    3,624 Super User 2026 Season 2 on at

    As others have mentioned you don't have explicit limits on a location. You can set bin limitations but only on a per item basis. Otherwise, it's a customization. If you have just a single item or a few items, you could set limits via planning settings or bin contents.

     

    Best,

    Teagen Boll, CPA
  • Suggested answer
    YUN ZHU Profile Picture
    102,791 Super User 2026 Season 2 on at

    1.BC does not have this feature, but FO does; you can refer to the following functionality to customize it.

    https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/location-stocking-limits?wt.mc_id=DX-MVP-5004336

    2. Do you need to automatically add items, or just automatically select the lot?
    If you need to add items, this needs to be done within the Purchase Order—for example, as shown below. If you need to automatically select the lot, this should be done in the Item Tracking lines.

    https://yzhums.com/70008/

    3. Hope the following helps.

    Business Central 2026 release wave 1 (BC28): Quality Management module (Evaluate the quality of goods and materials)

    https://yzhums.com/73623/

     

    Thanks.

    ZHU

  • Suggested answer
    Mansi Soni Profile Picture
    10,386 Super User 2026 Season 2 on at

    Hello @peter fun ,

    For this requirement, I’d recommend customization for all three areas. 

    1) Standard BC Locations do not provide a simple maximum units = 2,000 capacity field at Location level; if the client needs hard capacity limits, add fields such as Maximum Capacity, Current Occupied Quantity, and Capacity %, with validation to prevent receiving/put-away when the limit is exceeded. 

    2) For the second identifier, use standard Serial No. for the primary tracking and add a custom field to the Item Tracking/serial information structure; the Excel Import action can be placed on the Purchase Order/Purchase Receipt page, with validation against PO Item/Quantity/Serial No. and automatic creation/update of Item Tracking Lines. BC already supports serial-number assignment on purchase orders and barcode scanning, so the customization should focus on the additional identifier and import automation. 

    3) I would maintain the two statuses separately on a dedicated Device/Serial Number Information record: Device Lifecycle Status and Inspection Status, with validation rules controlling permitted combinations and transitions. This keeps operational status independent from inspection status while still allowing the device to be traced throughout its lifecycle.

    I hope this answer helps. If you find it helpful, please consider marking it as the verified answer.

    Regards,
    Mansi Soni

  • Suggested answer
    Yash_Mistry Profile Picture
    543 Super User 2026 Season 2 on at
    Hello,
     
    1. Business Central does not provide standard location-level capacity management. If warehouse Bins are used, capacity can be managed at the Bin level. Otherwise, this requirement will need custom development by adding capacity fields and validation logic to the Location.
    2. I recommend placing the Import Excel action on the Purchase Order page. If item-level processing is required, it can be added to the Purchase Line. As an alternative, I recommend integrating a barcode scanner directly with Business Central using a third-party solution to eliminate the Excel import process.
    3. I recommend extending the standard Serial No. Information table to maintain both Device Lifecycle Status and Inspection Status, as these represent the current status of the serialized device. Item Tracking and Item Ledger Entries should remain transactional. If inspection or maintenance history is required, a separate custom table can be introduced to store historical records.
     
    Hope this helps resolve your issue.
    If this solution was helpful, please consider marking it as Verified Answer.
     

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#1
OussamaSabbouh Profile Picture

OussamaSabbouh 607 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 421 Super User 2026 Season 2

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Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 375 Super User 2026 Season 2

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