Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Suggested answer

What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

Posted on by 15

We would like to have field on Purchase or Sales order lines showing that if an item is Batch or Serial controlled (tracking dimension). Just wanted to ask if anyone has a recommendation to achieve that without requiring customization.

Categories:
  • avinash Profile Picture
    avinash 25 on at
    RE: What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

    Hi Karan,

    No there is no option on the requested query on std system.

    Regards

    Avinash S

  • Mr Karan Singh Profile Picture
    Mr Karan Singh 15 on at
    RE: What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

    We are on 10.0.30 (10.0.1362.124)

  • avinash Profile Picture
    avinash 25 on at
    RE: What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

    Hi Karan,

    can we know which version you are using, so can check an let you know precisely.

    As far as I know there is no option in any version to display the value which is asked. You need to achieve via customization or workaround.

    Regards

    Avinash S

  • Mr Karan Singh Profile Picture
    Mr Karan Singh 15 on at
    RE: What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

    Hi Avinash,

    Thanks for your response.

    I am aware of those fields to populate batch or serial number information in PO/SO lines, and these are setup as mandatory fields. However, what I was trying to ask is if there is way to display a text value to show which one is batch, serial, or expiry item.

    For example, 'Batch number' field will be enabled for both batch and expiry items but user will not be able to identify if the item is batch or expiry.

  • Suggested answer
    avinash Profile Picture
    avinash 25 on at
    RE: What is the best way to identify Batch and Serial Items on Sales and Purchase Order lines?

    Hi Karan,

    Yes you can archive the same without customization if you are using AX or D365.

    Ask your technical / functional team to enable the batch or serial controlled fields as mandatory in both purchase or sales order lines.

    This will trigger user to mandatorily fill when the orders are raised.

    or

    Simple solution:

    "Train" the users to enable the dimensions in order lines. if there is no batch or serial enabled field shall be grayed out.

    Below images sample have take an item with batch enabled, where you can see the batch is allowed to fill and serial is grayed out.

    53380.png

    11783.png

    Regards
    Avinash S

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,420 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,672 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans