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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

How to create Item Batch manually in D365 F&O

March 4, 2024 by alirazazaidi

I love D365 F&O because every day I have to learn something new. At the same time, D365 F&O was so big that I started to forget things very fast. What I did a year ago is just a vivid memory. Yesterday, an interesting thing happened. During testing for one customisation, I had to deal with batch-enabled items. I have to raise stock on more than 20 items. So I can test sale order scenarios. So instead of creating a purchase order, I decided to make inventory adjustments. And when I post the inventory adjustment journal, it gives me an error message for each batch for each item required. Hmm, what to do now? I have to create batches manually and then associate them with items. And these batches I have to copy into inventory adjustment lines. Go to Inventory Management> Inquiries and Reports > Tracking Dimensions > Batches. This is a wonderful page. Here, I can reset the expiration dates of the selected batch. Shelf life. It reminds me of a common requirement. The system should not receive or ship the product, which has more than 60 percent shelf life. There should be special approval for products that have a 60 percent shelf life.  I am not giving a solution here. But whatever solution you provide, its origin lies here.

Go to Inventory Management> Inquiries and reports > Tracking dimensions > Batches.

Before creating a new batch, I got attention to reset button.

On that tab, I found three options, It works for selected row on grid. above screenshot I took when I click on Reset shelf Life dates.

I am not interested in Dates because these are too sweet. Arab called dates as “Timmer”

Timmerun Halwa jinduun

التمر حلو جدًا

Its same Hawla, that happen in Ichra Lahore Pakistan.

Pakistani like Halwah too much

You can reset dates from here.

Let it.

I have to create new batch, that I can use in Inventory Journal. so I clicked on New button. Detail page opens where I have to add multiple things.

Like Item, batch code, Disposition code and things related to shelf life.

Hope you like this article, why I do blog because I forget things very fast.

Filed Under: Dynamics 365 for finance and operations, Product Management, Sale Order Process Tagged With: Batch Processing

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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