Track Batch ID on POS Sales

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Posted on by Martina

Hello,

we have a requirement to track items by batch number on almost all operations in D365 Commerce.

While we managed to add the batch ID (through batch dimension) on sales orders, we are not able to insert the batch ID while selling on POS.

We noticed a standard setup that allows to define a "default batch" for all pos transactions, but we want to be able to make the cashier insert it directly in the transaction.

Is it possible? How?

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Shafeeque P. 6,503 Super User 2025 Season 1 on at

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RE: Track Batch ID on POS Sales

Adding on the top of other responses, the statement posting is capable of consuming the exact batch if the INVENTBATCHID in RetailTransactionSalesTrans table is filled. If you want the user to be able to select a batch from a list or automatically identify a batch when you scan the product barcode on POS, you will need to extend the POS and CRT.

On simple hack will be to collect the batch information as an info code and then insert it into the the above mentioned field using a batch job in FnO once the data is synched. In this process, there are chances that user can make mistakes in entering batch number properly which can become an administration overhead.
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Shaimaa Abo Gabal on at

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RE: Track Batch ID on POS Sales

Hi Martina,

In Dynamics 365 Commerce POS, batch numbers can't be captured for batch-tracked items at the time of sale.

This article describes the improved handling of batch-tracked items during the statement posting process in Microsoft Dynamics 365 Commerce.

docs.microsoft.com/.../batch

docs.microsoft.com/.../work-with-store-inventory

If you need to capture batch id at the time of sale, you may consider customization.