Dynamics NAV provides for very robust Serial Number and Lot Number Tracking.
When we advise clients about Serial and Lot Tracking, we say, “Only do it if you have to, as it adds additional user effort to record a transaction.”
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There are situations where you must use serial or lot tracking. These situations are primarily in the life science industries, where you might be producing medicines or if there is a human safety aspect to your product. Another situation is where you are subject to recalling defective products.
To accommodate most of the lot and serial number tracking scenarios that we find in manufacturing and distribution, Dynamics NAV gives us setup screens to pick and choose what we want to track.
In the screenshots below from NAV 2013, we see that there are two columns—one for inbound to inventory item transactions and one for outbound item transactions. We can also see under the ‘General’ section a check box for ‘Lot or Serial Specific Tracking’.
If we do not check ‘Lot Specific’ or ‘SN Specific’ in our setup, then we are allowed to pick and choose from the left and right columns the transactions in which we want to make it mandatory for the user to enter a serial or lot number before posting a transaction.
For example, if we only select Inbound/Lot Purchase Tracking, then the only transactions that will require a lot number to be recorded will be purchase receipts.
On the other side of the business, if we only select Outbound/Lot Sales Tracking, then the only transactions that will require a lot number will be sales shipments.
It is important to note that unless you select ‘Lot or Serial Number Tracking,’ the system will not validate whether or not you have entered a correct serial or lot number, or for that matter, if the serial or lot number exists in stock.
To have full lot or serial traceability, you much select the ‘Specific’ option. In this case, the system will not allow you to post an outbound transaction unless there is an adequate quantity of the lot or unless the serial number exists in stock.
Figure 1 – Setup Screen for Lot Specific Tracking
Figure 2 – Setup Screen for Serial Number Specific Tracking
As an example, we have selected an item that requires ‘Lot specific Tracking’.
Figure 3 – Example of selecting an item with Lot Specific Tracking…
To record a positive inventory adjustment, we must also enter the lot number for the item being put into inventory.
Figure 4 – …requires that a lot number is provided for positive inventory adjustment
To record a negative inventory adjustment, we must select a lot number that exists in stock.
Figure 5 – Recording a negative inventory adjustment requires the user to select a lot number from existing stock
If we enter a number that doesn’t exist for an outbound entry, we get an error.
Figure 6 – Entering an invalid number in the Item Tracking screen…
Figure 7 – …results in an error
Now, to view the results of your item tracking efforts, you go to the Item Tracking screen in Dynamics NAV and set filters to find your lot or serial number.
Figure 8 – To view results, filter on your lot or serial numbers in the Item Tracking screen
For more information on this or any other Dynamics NAV topic, please contact ArcherPoint.
For more step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAV, see our collection of How-To blogs.
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-->When you create a user in Microsoft Dynamics NAV 2018, you must specify a license type. This topic provides an overview of the license types.
Note
Licenses are specific to the Dynamics NAV version and are not forward or backward compatible. This means that a license from an earlier Dynamics NAV version will not work with Microsoft Dynamics NAV 2018, and vice versa.
For additional information about the types of user licenses and the license restrictions regarding user licenses, see the licensing guide that applies to your version of NAV. For more information, see the Microsoft Dynamics NAV 2018 landing page on PartnerSource (requires PartnerSource login).
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Full User
Full User licenses provide users full read and full write capabilities to all of the licensed solution functionality through any and all modes of access, including the Microsoft Dynamics NAV Windows client, the Microsoft Dynamics NAV Web client, or any other mode of access including web services. Full User licenses are for users requiring unlimited read and write access. As long as the number of users needing simultaneous access to the solution does not exceed the number of Full User licenses you have acquired, these users are properly licensed for full read and write access to the complete solution functionality.
Limited User
Limited User licenses provide users full read, but limited write, capabilities to all of the licensed solution functionality through any and all modes of access including the Microsoft Dynamics NAV Windows client. The Limited User license is designed to give customers a lower-cost alternative for extending ERP to users who only require limited access to the Dynamics NAV application:
Read access to data contained in the solution through any client accessing the application, including but not limited to the Microsoft Dynamics NAV Windows client, the Microsoft Dynamics NAV Web client, and web services.
Write access to a maximum of three application tables in the object range 0 – 99,999,999 other than the General Ledger Entry table, through any client accessing the application. Access to the General Ledger Entry Table requires a Full User license.
For more information, see the latest version of the Dynamics NAV Licensing Guide.
Device Only User
Device-only licenses enable a user to connect, provided there is an enabled device available to use. Devices can be full or limited. Device users have either full or limited access, as determined by the device.
Windows Group
Use this license type to create a Dynamics NAV user account that is based on a Windows group and has explicit permissions in Dynamics NAV. Individual members of the Windows group will then inherit the permissions for this user.
Important
For each member of the Windows group, you create a Dynamics NAV user account, which does not explicitly have any permissions. Users then log on by using their Dynamics NAV user account credentials.
Windows Group licensing is a form of license multiplexing. Multiplexing does not reduce the number of user licenses required to access a Dynamics NAV solution.
External User
As described in the Microsoft Software License Terms that apply to Microsoft Dynamics NAV 2018, external users are the customers of customers. This license type is specific to individual users of Microsoft Dynamics NAV 2018. External user licenses must not be shared with other individual users. You do not need concurrent user CALs for external users. External users must not use any clients provided by the Microsoft Dynamics NAV 2018 Application Programming Interface (API), such as the Microsoft Dynamics NAV Windows client or the Microsoft Dynamics NAV Web client. External user licenses must not be used for business process outsourcing purposes.
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See Also
How to: Specify When UI Elements Are Removed
Properties of the Demo License
How to: Upload the License File
Microsoft Dynamics NAV 2018 Licensing Guide(requires PartnerSource login)