Supply chain | Supply Chain Management, Commerce

How to change Item Tracking Option from None To Serial+Batch

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Posted on by sandipdjadhav

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Hello Friends,

May I know the step by step guide how to change Tracking Options for Items from None To "Serial" Or "Batch" or "Batch + Serial" where Inventory has On Hand and and the other Transactions already posted like PO, SO and Inventory.

Thanks much
Sandip Jadhav

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Dynamics 365 Supply Chain Management

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sandipdjadhav 18,297 on at

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How to change Item Tracking Option from None To Serial+Batch

Thanks so much Zain. Appreciated for your reply.
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Zain Mehmood 4,151 Moderator on at

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How to change Item Tracking Option from None To Serial+Batch

Hi Sandip,

Changing the tracking dimension group (e.g., from None to Serial, Batch, or Batch+Serial) after transactions have been posted can be tricky.

Out of the box, you can’t directly change the tracking dimensions if:

There is on-hand inventory

There are posted transactions like PO/SO or inventory journals

However, there is a useful batch job available under:

Warehouse management > Periodic tasks > Change tracking dimension group for items

This process works only if:

The item has no on-hand inventory

All inventory transactions are settled and closed

A helpful reference on this is from Gaurav Bharti’s LinkedIn post:

https://www.linkedin.com/pulse/changing-tracking-dimension-d365-finance-operations-gaurav-bharti-4umke/

If your item doesn’t meet those conditions, the recommended approach is:

Create a new item with the correct tracking dimension group

Transfer or adjust the inventory to the new item as needed

Hope this helps!

Zain