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Finance | Project Operations, Human Resources, ...
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inventory items Lot Serial Tracked

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"Lot Serial Tracked" is not required for our company. I have several item ID's, inadvertently set up for lot/serial tracking "when used from inventory". What steps need to be taken to remove this from each item ID?

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    Shannon Aune Profile Picture
    on at
    RE: inventory items Lot Serial Tracked

    Hi Pat883HD,

    Before you can change the serial number tracking or the lot number tracking, the item must have a quantity of zero for the following fields in the Item Quantities Maintenance window:

    • Quantity On Hand

    • Allocated

    • Returned

    • In Use

    • In Service

    • Damaged

    • Back Ordered

    • Requisitioned

    • On Order

    • Drop-Ship PO

    If those are all zero then you can change the Track field options for the item in the Item Maintenance window. To do this, follow these steps:

    1. On the Cards menu, point to Inventory , and then click Item .

    2. In the Item Maintenance window, click Options .

    3. In the Item Maintenance Options window, select the tracking option that you want to use in the Track field.

    4. Click OK.

    5. Click Save.

    I hope this information helps!

    Thanks,

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