Configure items for tracking
The Item Tracking Code, Serial Nos., Lot Nos., and Expiration Calculation item properties are part of every posting record for items. Therefore, these properties must be set up before the item is involved in any transaction. In other words, a company must set up item tracking information when creating items.
If a company wants to start tracking an item for which posting records already exist, they must create a new item card and, on that new card, set up the relevant item tracking information.
To configure an item for tracking, follow these steps:
Select the Search for page icon in the upper-right corner of the page, enter items, and then select the related link.
Open the item card for the item that you want to configure for tracking.
Expand the Item Tracking FastTab.
In the Item Tracking Code field, select the code that you want to use to track serial and/or lot numbers.
In the Serial Nos. field, select the number series code to assign consecutive serial numbers to items that are produced. This approach might be useful for items that the company wants to assign their own serial numbers to, such as their own assembled or manufactured items.
In the Lot Nos. field, select the number series code to assign consecutive lot numbers to items that are produced. This approach might be useful for items that the company wants to assign their own lot numbers to, such as their own assembled or manufactured items.
In the Expiration Calculation field, enter the date formula for calculating the expiration date on the item tracking line. This field will be ignored if the involved item has the Require Expiration Date Entry field set to Yes on the Item Tracking Codes page.
