I'm mass importing item inventory from our current system to BC but I'm unsure how to handling importing perishable items as you need to setup item tracking when there is no item ledger entries.
Should I set up the item for lot, import the inventory and then reconcile the lots and expirations? Should I use a config package with the mass import of inventory (I don't have much experience in this)? Or use a journal to add the inventory with expiration dates individually?
If you are going to be loading items with lot numbers and expiration dates you need to get those items setup in Business Central first and make sure item tracking is enabled:
And in your case i'd setup that item tracking code to require lots and expiration dates:
I would personally recommend loading the inventory items with configuration packages but make sure you load the Item table, Item UoM table, any SKU settings and other related tables if needed.
Now this next step is highly important. For your opening balances (i.e. - what is your inventory quantity at your cutover) you really just want to load an inventory count. Make sure to setup an Item Journal Batch with Item Tracking on Lines enabled:
If you setup your batch with those settings you can just use a configuration package to load journal lines. The lines themselves will have the item tracking on them:
Since you have those fields directly on the line you can simply also use copy and paste or edit in excel as well.
The item journal will post an entry to your Inventory account (Debit) and Inventory Adjustment Account (Credit). If your GL balance in your balance sheet is accurate you can temporarily make the Inventory Adjustment Account the same as the Inventory Account so it's a net zero journal entry. Otherwise you don't have to do anything.
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