SMART Item Tracking
SMART Item Tracking is an extension for Microsoft Dynamics 365 Business Central that automates the interaction between item tracking and inventory reservation processes. The solution eliminates manual lot and serial number assignment, ensures consistent traceability across related documents, and significantly reduces the risk of reservation and fulfillment errors.
In standard Microsoft Dynamics 365 Business Central processes, item tracking and reservations often require manual intervention, especially when inventory is reserved across multiple documents such as Transfer Orders, Production Orders, and Sales Orders.
SMART Item Tracking bridges this gap by automatically selecting tracking information, synchronizing reservations, and propagating tracking details throughout the document chain.
Key Capabilities
Automatic Item Tracking Assignment
When inventory is reserved from available stock, SMART Item Tracking automatically selects the appropriate lot or serial numbers based on predefined business rules and creates reservations against the selected inventory.
This functionality helps organizations to:
- Eliminate manual lot and serial number selection.
- Reduce operational errors.
- Accelerate reservation and order processing.
- Ensure inventory traceability and compliance requirements are met.
Tracking Inheritance Between Documents
When one document is reserved against another, tracking information can be automatically inherited from the source document.
Examples include:
- Production Order components reserved against Transfer Orders.
- Transfer Orders reserved against Production Orders.
- Sales Orders reserved against Transfer Orders.
- Purchase Orders reserved against other documents.
As a result, all linked documents remain synchronized and traceable throughout the fulfillment process.
Automatic Tracking Synchronization
When tracking information changes in a source document, SMART Item Tracking automatically updates related reservations and tracking assignments in connected documents.
This ensures:
- Consistent tracking information across the supply chain.
- Elimination of manual rework.
- Prevention of reservation mismatches.
- Improved data integrity.
Configurable Document Support
Administrators can define exactly which document types participate in automatic tracking and reservation processing.
Supported scenarios may include:
- Transfer Orders
- Production Orders
- Sales Orders
- Inventory Shipments
Business Value
SMART Item Tracking helps organizations achieve complete end-to-end inventory traceability while minimizing manual effort. By automating tracking selection, reservation management, and tracking inheritance between documents, companies can improve operational efficiency, reduce fulfillment errors, strengthen inventory control, and maintain accurate traceability across warehouse, production, and distribution processes.
Whether managing manufacturing operations, internal logistics, or customer fulfillment, SMART Item Tracking ensures that the right inventory is reserved, tracked, and synchronized at every stage of the process.
Key Benefits
SMART Item Tracking eliminates manual item tracking assignment during inventory reservation and document processing.
- Automated item tracking assignment during reservations.
- Seamless transfer of tracking information between related documents.
- Reduced risk of lot and serial number errors.
- Faster document processing with minimal manual intervention.
- Improved inventory traceability and compliance.
- Increased operational efficiency and user productivity.