See improved usability for warehouse and inventory

Enabled for	Public preview	General availability
Users, automatically	Mar 2, 2024	Apr 2, 2024

Business value

Productivity increases when processes are easy, so we've improved the usability of several areas within inventory and warehouse management. For example, you can get help to create warehouse employees, and in several places data is easier to access and digest.

Feature details

Based on feedback from our customers, we've made it easier to complete several inventory and warehouse processes.

Carry item description to warehouse entries

When reconciling or auditing data, it's useful to have the description of the item from the source document on the warehouse ledger entries.

On the Warehouse Setup page, you can choose the Copy Item Descr. to Entries checkbox so that when transactions are made at locations that require bins, the description text on lines of type Item carries over to the warehouse entries.

When turned on, Business Central suggests that you update empty descriptions in existing warehouse entries. If you have a large number of warehouse entries, it might take some time to add descriptions.

Assign lot and package numbers to existing item tracking lines

We've slightly enhanced how the Assign Lot No. and Assign Package No. actions work:

• You can select multiple lines.
• You can select existing lines—for example, where serial number or lot is populated—and assign a package number where it's missing. You can do the same for lots. If the package or lot is already defined, the actions won't overwrite the existing values.

You can continue to use this action to generate new lines with lot or packages and redistribute quantities manually.

There's also a Create New Package No. toggle on the Assign Serial No. request page. It works in the same way as Create New Lot No., and assigns one package to all created serial numbers.

Warehouse item tracking lines

The Warehouse Item Tracking Lines page got the same enhancements as Item Tracking Lines:

• The Quantity (Base) field has an indicator to remind people to specify a quantity.
• The confirmation dialog ensures that you're aware of potential data loss if you leave the Quantity (Base) field empty.
• Drill-down in the Item Tracking Code field helps you easily go to the related item tracking record and explore its settings.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.