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
