Post opening balances for item tracked inventory
When you must post opening balances for item tracked inventory, besides the item number and the quantity, you also might have to specify serial numbers, lot numbers, expiration dates, or warranty dates.
By selecting the Item Tracking on Lines field for an item journal batch, you can enter serial, lot, and package data directly on journal lines.
To create an item journal batch with Item Tracking on Lines enabled, follow these steps:
Select the Search for page icon in the upper-right corner of the page, enter Item Journals, and then select the related link.
Select the Batch Name field to open the list of item journal batches.
Select New.
Enter a name and description.
Select the Item Tracking on Lines field.
Select OK.
The result is that you have item journal lines that contain the following fields:
Serial No.
Lot No.
Expiration Date
Warranty Date
This means that you can enter the related item tracking data directly on the item journal lines.
To import opening balances for item tracked inventory, you can use the Edit in Excel feature to export the item journal lines to Excel, where you can enter all the required information, including the item tracking related data.
Use the warehouse physical inventory journal
For locations where directed put-away and pick is enabled, you can use the Warehouse Physical Inventory Journal page to make all item tracking fields available.
The item tracking fields might not be visible by default, but you can add them by personalizing the warehouse physical inventory journal.
After registering the warehouse physical inventory journal, you can run the Calculate Warehouse Adjustment action from the item journal to synchronize the adjusted warehouse entries with the related item ledger entries.