DynDeveloper.com

Hello,

I’m reaching out to help resolve an issue we’re experiencing with when trying to add lot tracking to an existing item. The below steps were followed:

Steps to Enable Lot Tracking for an Existing Item:

1. Verify and Remove Inventory:
• Go to Inventory > Transactions > Transaction Entry.
• Remove all on-hand quantities via an inventory adjustment (decrease).
• Make sure this is done across all sites/locations.
2. Close Transactions:
• Ensure there are no open sales orders, purchase orders, or other transactions involving the item.
• Run the Inventory Reconcile Utility (optional but recommended) to ensure data integrity.
3. Change Item Tracking Options:
• Go to Inventory > Cards > Item.
• Select the item, then click the Options button.
• Set the Tracking Option to “Lot Number” and save the changes.
4. Re-add Inventory (if needed):
• Use an inventory adjustment to re-enter the item with lot numbers.

The part in question, 001-009070-1, does currently show quantities as zero:

But when the item card is accessed, the options screen has the tracking option grayed out:

Any guidance would be greatly appreciated.