Lot number entry window does not always open during PO receiving entry for lot tracked items.

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The lot number entry window is not popping up for the users when they enter receivings transactions for lot tracked items. Somehow the users are able to save the items without a lot number, which is causing all kinds of issues. What would cause the lot number to not be required?

Thanks!

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Redbeard 12,931 on at

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NOLA,

I am wondering what Security Roles were Assigned to users? I believe the Purchasing Manager role has the permissions to assign lots, and not the Purchasing Clerk. Naturally, folks would be reluctant to grant manager roles to clerks. It is possible to add the security tasks specific to these functions to the Clerk Role, rather than assign the Manager Role to the clerks.

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Mahmoud Saadi 32,738 on at

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Harry, Is it possible that security roles assigned to the user would be the reason ? The system supposedly checks the permissions before every single step performed on the windows. In this specific case, I am quite sure that the system will never let you go out of the line item and start entering another line item in case the numbers of lot number quantity is not equal to the quantity received.

I have just tried several scenarios with no permission and the system screwed up any attempts to save a transaction without a lot numbers assigned to it. The scenarios I considered are:

Receiving the PO from the Purchase Order Entry window

Receiving directly from the Receiving transaction entry window with a PO

Receiving directly from the Receiving transaction entry window without a PO

Here are the errors as expected:

In case it was a security issue, I would be quite curious to know what's the specific scenario that the user is considering to save without a lot number, it could be a huge breach that needs to be reported on MS Connect.

Otherwise, please consider a thorough detection for the case and the steps performed by the user to save a save or post without entering lots. Is it possible that they are just clicking the "Auto Generate" ?

Let us know how it goes

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Redbeard 12,931 on at

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Mahmoud is correct in his assertion, if users are saving receipt transactions without required lot numbers, this is a major problem, and will need to be reported.

Based on the information provided by NOLA, the Item Lot Number Entry window is not opening for transaction involving lot tracked inventory items, and there are "all kinds of issues" associated with the failure to assign lot numbers - so this appears to be the case. If users were using Auto Generate, then lot numbers should be created, eliminating the issues caused by the failure to assign lot numbers.

In my experience, users can be fairly resourceful when it comes to getting out of transactions "locked" by code. My surmise was a user didn't have access to the Item Lot Number Entry window, saw the errors and dumped the transaction thinking someone else must handle this - SQL did not dump the transactions.

I may be totally wrong, but checking permissions is a good place to start. As Mahmoud's testing indicated, security restrictions can result in the Item Lot Number Entry window not opening, when it should, and a set of expected cascading errors thereafter.

The feature Mahmoud have identified needs to be configured correctly. Here is a link to a blog post on this feature.

www.erpsoftwareblog.com/.../dynamics-gp-2013-new-feature-auto-generate-lot-numbers

If you find your issues are caused by neither your security settings nor the Auto Generate feature. I would recommend you try to duplicate the phenomenon by working with users on items involved in your current findings. We'll need more data, and so will you, should it become necessary to report this to Microsoft Tech Support.

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Thomas Newcomb 1,810 on at

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Hi NOLA!

Thank you for the post on this issue, there could be many different things that could possibly cause this issue. As both Redbeard and Mahmoud had mentioned this could possibly be a security issue in which the users could be clicking through the errors. Is a user able to replicate this issue on demand? If it is not a security issue and you are not able to replicate this issue on demand you could try disabling any third parties to see if the issue persists. I am linking the following KB article below that goes over disabling third parties.

872087 Steps to disable third-party products or temporarily disable additional products in the Dynamics.set file in Microsoft Dynamics GP

support.microsoft.com/.../en-US

Do you know if these are new items or are they items that you have received in the past? If they are new items they could have been entered onto the PO prior to being added to inventory and added as a lot tracked item.

You can easily find this information by selecting the item on the PO receipt and then clicking the blue arrow next to the item column name. This should say if it is a Non-Inventory item or not. You would also be able to tell by running the SQL script below.

Select ITMTRKOP, * from pop10110 where PONUMBER = 'XXX'

Replace XXX with the Purchase Order number. You will want to check to make sure that the ITEMTRKOP is set as a 2 for Serial or 3 for Lot. If it is not one of those values the window will not open to enter the serial/lot numbers.

You could also open a Support case with Microsoft Dynamics GP Support for further assistance as Redbeard had also mentioned.

Hope this helps!

~Thomas Newcomb

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Dynamics GP Support Engineer

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This posting is provided "AS IS" with no warranties, and confers no rights

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