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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cycle count entries at...
Small and medium business | Business Central, N...
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Cycle count entries at lot level

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Posted on by kjjson

Within NAV, we used to have the inventory adjustment journal that showed the quantities according to lot number, so when we entered in the actual counts, we could enter in the actual lot number counts. Within Business Central, we are only seeing it at the main item/location level, so we are needing to add up all the various lots into the top item number, and then go into the tracking lines and calculate and enter the individual differences by lot number (see example below and why this is discouraging compared to being to enter in lot counts. Is there something I am missing to get the NAV functionality? Is there a 3rd party that handles this? Any ideas?

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Thanks,

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Cycle count entries at lot level

    For our end it is easier for scanning. User has the paper and go to location/s then scan the item and barcode and enter QTY. The blank recording help if item is in 5 locations or has different SN/Lot since user does not need to find them. But for sure you can develop your own method.

  • kjjson Profile Picture
    kjjson on at
    RE: Cycle count entries at lot level

    Thank you, I am not sure what you mean by "If those are for SN/Lot items then we delete the recording and give the paper list to user". Why is the recording being deleted? Don't you need that for them to enter in the results?

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Cycle count entries at lot level

    Welcome

    1) We create recording (if we want to divide items in Order then create multiple). Then Print it. If those are for SN/Lot items then we delete the recording and give the paper list to user. Use has laptop that goes around the shop and scan item (or enter) Lot or SN and QTY in recording. For each new lot user create new line in recording with qty for that lot (similar to your paper) but all in recording. Then when user finish and post recording system sum up those.

    2) That is correct. This is kind of blind counting that user does not know how many system has. Of course you can print Order which has the QTY and user can refer to that.

  • kjjson Profile Picture
    kjjson on at
    RE: Cycle count entries at lot level

    Thank you. A couple of follow-up items:

    1) For the physical inventory recording, do you "copy" the lines and enter in the serial/lot NO for each SN and lot, or do you create a document with all the information and import the recording lines?

    2) It doesn't appear that on the Recording that it shows the expected quantity, is that correct?

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Cycle count entries at lot level

    Hi

    We are using Physical Inventory Order in BC. We have lots of part with SN and Lot. We create Physical Inventory Order , then create physical inventory recording (sometimes multiple for different items in Order) and user can count (even scan SN or Lot).

    Please see below.

    learn.microsoft.com/.../inventory-how-count-inventory-with-documents

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