Item Tracking Lines

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Posted on by Lindsey+new job+no ...

Hello! I am new to my company and to Business Central. I have a question about the operation of adding an inventory lot number when creating a sales order and I was directed here by a coworker. Sometimes when I am creating a sales order and go to the line - related information - item tracking lines - lot no. and click the 3 dots to add, the system will automatically add in the quantity needed for the entire order and all I have to do is click on the individual lot numbers until I have reached the total quantity needed. Other times I have to manually enter each lot number's quantity and do the math until I have reached the total quantity needed for the order. I don't know if I have explained this correctly, but it seems like it would be all one way or the other and no one here knows.

Thanks!

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,871 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Track items with serial, lot, and package numbers - Business Central | Microsoft Learn

Automatic item lot number sales order

Best Regards
Gerardo

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YUN ZHU 99,502 Super User 2026 Season 1 on at

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Hi, Generally, manual selection is required, such as the following.

If there is a problem with the quantity, you need to modify the quantity manually. If one lot can meet all the quantities, no modification is required.

Hope this helps.

Thanks.

ZHU

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Jeffrey Bulanadi 9,112 Super User 2026 Season 1 on at

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Hi,

The behavior you're seeing when assigning lot numbers in Item Tracking Lines can feel inconsistent, especially when you're new to BC.

Here’s what’s happening:

When you open the Item Tracking Lines page and select lot numbers, BC will sometimes auto-fill the full quantity if the item tracking setup allows it. This usually happens when the item has a tracking code that permits automatic assignment and there’s enough available quantity in the selected lots.

Other times, BC expects you to manually enter the quantity per lot. This happens when:

The item tracking code requires manual assignment

The available lots don’t have enough quantity to fulfill the order

You’re selecting from the Lot No. List instead of using the Select Entries action

The most reliable way to get automatic quantity assignment is to use Process → Select Entries on the Item Tracking Lines page. This opens a view showing all available lots and lets you select them until the total quantity is reached. BC will auto-fill the quantities based on availability.

If you manually click the three dots in the Lot No. field and pick a lot, BC assumes you’ll enter the quantity yourself — which is why it doesn’t auto-fill.

Helpful references:

Track items with serial, lot, and package numbers – Microsoft Learn
Lot Tracking in BC – EBS
Simplify Lot Control – Innovia Consulting
Item Tracking Setup and Behavior – Dynamics 365 Lab
Item Tracking for Lot and Serial Numbers – UseDynamics

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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Sohail Ahmed 11,169 Super User 2026 Season 1 on at

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Hi Lindsey, welcome to Business Central!

What you're experiencing is actually normal — the behavior of item tracking lines (especially for lot numbers) depends on how the Item Tracking Code is set up for the item.

Here's why it works differently:

If the Item Tracking Code has the setting "Use Expiration Dates" or requires specific lot selections, it may not auto-fill quantities — you'll need to enter them manually per lot.

If it’s set to allow automatic assignment, then the system can suggest and auto-fill lot numbers from available inventory based on FEFO (First Expired, First Out) or availability.

You can check this by:

1. Going to the item card.

2. Look at the Item Tracking Code field.

3. Then open the related Item Tracking Code setup and check the rules defined.

If consistency is needed, your admin or consultant can align the settings across similar items.

✅ Mark this answer as verified if it helps you.

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