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Use serial and lot numbers in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Inventory Management Courses

Course Description

Overview

  • Module 1: Do you want to learn how to set up items for tracking in Microsoft Dynamics 365 Business Central? This module explains how to create item tracking codes that are used to assign and track serial numbers and lot numbers. You can also learn how to enable expiration calculation for items.

    • In this module, you will:

    • Enable serial number and lot number tracking for items.
    • Discover the difference between specific and non-specific tracking codes.
    • Enable expiration calculation for items.
    • Configure item tracking for an item.
  • Module 2: Do you want to learn how to assign serial or lot numbers to inbound transaction items like purchase orders? This module explains how to assign item tracking information in a purchase document, receive items with serial/lot numbers, and use item tracking when posting production and assembly output.

    • In this module, you will:

    • Enter serial and lot numbers in a purchase document.
    • Assign expiration dates.
    • Receive items with serial and lot numbers.
    • Analyze serial and lot numbers on item ledger entries.
    • Assign serial and lot numbers to production output.
    • Assign serial and lot numbers to assembly output.
  • Module 3: Do you want to learn how to adjust items with serial or lot numbers? This module provides an overview of how you can assign serial and lot numbers in items journals and how to count items with serial or lot numbers.

    • In this module, you will:

    • Post negative and positive adjustments for items with serial or lot numbers.
    • Count items with serial or lot numbers.
    • Reclassify items with serial and lot numbers from one location to another.
    • Change the expiration date of an item on stock
  • Module 4: Do you need to assign serial or lot numbers to items on outbound orders like sales orders? This module discusses how you can select serial numbers and lot numbers on outbound orders.

    • In this module, you will:

    • Assign serial and lot numbers on a sales order.
    • Ship items that expire first.
    • Consume items with serial or lot numbers on production and assembly orders.
    • Reserve items with serial or lot numbers.
    • Discover the differences between specific and non-specific reservations.
  • Module 5: Do you want to discover how to trace items by their serial and lot numbers? This module explores the Trace and Navigate functions that are used to trace serial and lot numbers in Microsoft Dynamics 365 Business Central.

    • In this module, you will:

    • Trace items by their serial numbers and lot numbers.
    • Use the Navigate function to find all entries with a specific serial number or lot number.

Syllabus

  • Module 1: Set up items for tracking in Dynamics 365 Business Central
    • Introduction
    • Set up item tracking codes
    • Configure items for tracking
    • Check your knowledge
    • Summary
  • Module 2: Manage inbound serial and lot numbers in Dynamics 365 Business Central
    • Introduction
    • Assign serial and lot numbers in a purchase document
    • Post output for items with item tracking
    • Exercise - Receive items with an expiration date
    • Check your knowledge
    • Summary
  • Module 3: Manage serial and lot numbers on inventory in Dynamics 365 Business Central
    • Introduction
    • Transfer items with serial or lot numbers
    • Adjust items with serial or lot numbers
    • Count items with serial or lot numbers
    • Reclassify items with serial or lot numbers
    • Exercise - Correct an expiration date
    • Check your knowledge
    • Summary
  • Module 4: Manage outbound serial and lot numbers in Dynamics 365 Business Central
    • Introduction
    • Availability of serial and lot numbers
    • Assign serial and lot numbers in a sales order
    • Post consumption for items with item tracking
    • Reserve items with serial numbers or lot numbers
    • Exercise - Sell an item with lot numbers
    • Check your knowledge
    • Summary
  • Module 5: Trace serial and lot numbers in Dynamics 365 Business Central
    • Introduction
    • Trace serial and lot numbers
    • Navigate with serial and lot numbers
    • Exercise - Trace items
    • Check your knowledge
    • Summary

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