Dynamics NAV provides for very robust Serial Number and Lot Number Tracking.
When you work with serial and lot numbers, Dynamics NAV calculates availability information for lot and serial numbers and shows it in the various item tracking windows. This lets you see how much of a lot or serial. You can see where an item-tracked item was used, including how and when it was received or produced, transferred, sold, consumed, or returned. You can also find all current instances of a specific serial.
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.”
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.
- Log in or register to post comments
Applies to: Microsoft Dynamics NAV 2017. See Microsoft Dynamics NAV 2018 version.
The following sections list the specifications of minimum hardware and software requirements to install and run Microsoft Dynamics NAV 2018. Minimum means that later versions (such as SP1, SP2, or R2 versions) of a required software product are also supported.
Note
Dynamics NAV Setup installs some software if it is not already present in the target computer. For more information, see the 'Additional Information' section for each component.
Microsoft Dynamics NAV Windows Client Requirements
The following table shows the minimum system requirements for the Microsoft Dynamics NAV Windows client.
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (32-bit and 64-bit editions). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (32-bit and 64-bit editions). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Essentials (64-bit edition). - Windows Server 2012 Standard or Essentials (64-bit edition). |
Hardware resources | - Hard disk space: 200 MB. - Memory: 1 GB. |
Reports | - Microsoft Report Viewer 2015 to run reports that use RDLC report layouts. - SQL Server Report Builder 3.0 for Microsoft SQL Server 2014 or Microsoft SQL Server 2012 SP1 to edit RDLC report layouts. - Microsoft Word 2013 or later to edit the layouts. |
Instant messaging and Telephony API | - Microsoft Lync 2013. |
Outlook client integration and mail merge | - Microsoft Microsoft 365, Microsoft Office 2019, Microsoft Office 2016, or Microsoft Office 2013 Service Pack 1 (SP1). |
Import and export with Microsoft Excel and Office XML, and SharePoint links | - Microsoft Office 2019, Microsoft Office 2016, Microsoft Office 2013 SP1, or Microsoft Microsoft 365. |
Editing in Excel using the Excel Add-in | Excel 2019 or Excel 2016, For more information, see Setting up the Excel Add-In for Editing Dynamics NAV Data. |
OneNote integration | - Microsoft Office 2019, Microsoft Office 2016, or Microsoft Office 2013 SP1. |
Email logging | - Active Directory and Microsoft Exchange Server 2019, Exchange Server 2016, or Exchange Server 2013. - Microsoft Exchange Online, or Exchange Online as part of a Microsoft 365 subscription. |
Additional software | - Microsoft .NET Framework 4.5.2. |
Additional information |
|
Microsoft Dynamics NAV Development Environment Requirements
The following table shows the minimum system requirements for the Microsoft Dynamics NAV Development Environment.
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (32-bit and 64-bit editions). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (32-bit and 64-bit editions). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Essentials (64-bit edition). - Windows Server 2012 Standard or Essentials (64-bit edition). |
Hardware resources | - Hard disk space: 200 MB. - Memory: 1 GB. |
Reports |
|
Additional software | - Microsoft .NET Framework 4.5.2. |
Additional information |
|
Microsoft Dynamics NAV Web Client Requirements
The following table shows the minimum system requirements for the Dynamics NAV Web client.
Supported browsers | - Microsoft Edge. - Internet Explorer 11. - Google Chrome 53.0 for Windows. - Mozilla Firefox 49.0 for Windows. - Safari 9.0 and 10.0 on OSX. For a list of browser limitations, see Browser Limitations with the Microsoft Dynamics NAV Web Client. |
Business inbox in Outlook | - Microsoft Microsoft 365. |
Sending data to Excel | - Microsoft Office 2019, Microsoft Office 2016, Microsoft Office 2013 SP1, or Microsoft Microsoft 365. |
Editing in Excel using the Excel Add-in | Excel 2019 or Excel 2016. For more information, see Setting up the Excel Add-In for Editing Dynamics NAV Data. |
SharePoint Online links | - Microsoft Office 2019, Microsoft Office 2016, Microsoft Office 2013 SP1, or Microsoft Microsoft 365. |
Printing reports to Excel or Word | - Microsoft Office 2019, Microsoft Office 2016, Microsoft Office 2013 SP1, or Microsoft Microsoft 365. |
Additional information | - The browser must be able to install the Report Viewer ActiveX control to be able to print. - If you experience problems using the Microsoft Dynamics NAV Web client, you can try to turn off browser tools, such as translator tools that may run in the background. |
Microsoft Dynamics NAV Tablet Client and Phone Client (in a Browser) Requirements
The following table shows the minimum system requirements for the Microsoft Dynamics NAV Tablet client and Microsoft Dynamics NAV Phone client running in a browser when used for development and testing purposes.
Server component | Identical to the Dynamics NAV Web client. |
Supported browsers | The following desktop browsers are supported: - Microsoft Edge - Internet Explorer 11 (build 11.0.9600.17239) for Windows 10 and for Windows 8.1 (32-bit and 64-bit versions). - Google Chrome 53.0 for Windows. - Mozilla Firefox 49.0 for Windows. |
Microsoft Dynamics NAV Universal App Requirements
The following table shows the minimum system requirements for the Microsoft Dynamics NAV Universal App. For the latest information, see Dynamics NAV for Windows, Dynamics NAV for iPad and iPhone, and Dynamics NAV for Android tablet and Android phone.
Supported operating systems | - Windows 10 Home, Pro, Enterprise, or Education (32-bit and 64-bit editions). - Android 5.0 or higher (tablet and phone). - iOS 9.0 or higher (iPad and iPhone). - Windows Phone 8.1 or higher. |
Additional hardware | - 1 GB RAM for Android and Windows. |
Additional software | - A third-party telephony or VoIP app such as Skype or Lync is required for placing calls from Dynamics NAV. - A third-party email program such as Outlook is required for sending emails from Dynamics NAV. - Microsoft Office 2016 or later, or Microsoft Microsoft 365 is required for sending data to Microsoft Excel or to Microsoft Word. |
Additional information | - Device diagonal screen size 7” for tablets. - Screen resolution 960 × 510 for tablets. - Device diagonal screen size 4” for phones. - Screen resolution 854 x 480 for phones. |
Microsoft Dynamics NAV Server Requirements
The following table shows the minimum system requirements for Microsoft Dynamics NAV Server.
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (64-bit edition). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (64-bit edition). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Essentials (64-bit edition). - Windows Server 2012 Standard or Essentials (64-bit edition). |
Hardware resources | - Hard disk space: 500 MB. - Memory: 2 GB. |
Reports | - Microsoft Report Viewer 2015 for Save as Excel, Save as PDF, and Save as Word functionality. |
Microsoft Dynamics 365 for Sales integration | - Windows Identity Framework. For a list of supported Microsoft Dynamics 365 for Sales versions, see Microsoft Dynamics 365 for Sales Integration Requirements. |
Additional software | - Microsoft .NET Framework 3.5.1. - Microsoft .NET Framework 4.5.2. - Windows PowerShell 3.0. |
Additional information |
|
Microsoft Dynamics NAV Web Server Components Requirements
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (64-bit edition). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (64-bit edition). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Essentials (64-bit edition). - Windows Server 2012 Standard or Essentials (64-bit edition). |
Web server |
|
Reports | - Microsoft Report Viewer 2015 to run reports that use RDLC report layouts. |
Additional software | - Microsoft .NET Framework 4.5.2. - Windows PowerShell 3.0. |
Additional information |
|
Microsoft Dynamics NAV Database Components for SQL Server Requirements
The following table shows the minimum system requirements for Dynamics NAV database components for SQL Server.
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (64-bit edition). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (64-bit edition). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Essentials (64-bit edition). - Windows Server 2012 Standard or Essentials (64-bit edition). |
Hardware resources | For more information, see Hardware and Software Requirements for Installing SQL Server 2016. From this page, you can also access requirements for other versions of SQL Server. |
SQL Server | - Microsoft SQL Server 2019 Express, Standard or Enterprise. - Microsoft SQL Server 2017 Express, Standard or Enterprise. - Microsoft SQL Server 2016 Express, Standard or Enterprise. - Microsoft SQL Server 2014 Express, Standard or Enterprise. - Microsoft SQL Server 2012 Service Pack 2 Express, Standard, or Enterprise (64-bit editions only). - Azure SQL Database V12 Standard and Premium service tiers. For more information, see Installation Considerations for Microsoft SQL Server. |
Service Packs and Cumulative Updates | Unless explicitly stated, all released Service Packs and Cumulative Updates of the above Microsoft SQL Server versions are supported. It is recommended to always be on the latest released Service Pack and Cumulative Update. |
Additional information | Dynamics NAV Setup installs the following software if it is not already present on the target computer:
|
Microsoft Dynamics NAV Help Server Requirements
The following table shows the minimum system requirements for the Dynamics NAV Help Server.
Supported operating systems | - Windows 10 Pro, Enterprise, or Education (64-bit editions). - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows 8.1 Professional or Enterprise (64-bit edition). - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012. - Windows Server 2012 Essentials. |
Hardware resource | - Hard disk space: 500 MB. - Memory: 2 GB. |
Web server |
|
Additional software | - Microsoft .NET Framework 4.5.2. |
Additional information |
|
Automated Data Capture System Requirements
The following table shows the minimum system requirements for Automated Data Capture System (ADCS) for Dynamics NAV.
Additional software | - MSXML version 6.0. - Telnet or Microsoft Windows HyperTerminal. - VT100 Plug-in for each computer on which you install ADCS. - Microsoft Loopback Adapter. |
Additional information | - HyperTerminal is no longer included with Windows. For more information, see What happened to HyperTerminal? in the Windows Help. - VT100 Plug-in acts as a virtual Telnet server. |
Business Inbox in Microsoft Outlook Requirements
The following table shows the minimum system requirements for using Dynamics NAV as your business inbox in Outlook.
Supported Outlook Applications | Outlook 2013 or later, Outlook Web App, OWA for iPad, OWA for iPhone, and OWA for Android. |
Supported Exchange Servers | Exchange Online, Exchange Server 2019, Exchange Server 2016, or Exchange Server 2013. In deployments that use Exchange Server, the Exchange PowerShell endpoint must be accessible by Microsoft Dynamics NAV Server. |
Supported Authentication | The Microsoft Dynamics NAV Server must be configured to run with NavUserPassword, ACS, or AAD Credentials Type. Also, the Microsoft Dynamics NAV Web client must be configured for Secure Sockets Layer (SSL). |
Supported Browsers | When using the Outlook Web App (OWA), your computer must be running a supported browser listed in the Microsoft Dynamics NAV Web client Requirements. |
Supported Operating Systems | When using OWA for iPad, OWA for iPad, or OWA for Android, your mobile device must use a supported Operating System listed in Microsoft Dynamics NAV Universal App Requirements. |
Microsoft Outlook Add-In Requirements
The following table shows the minimum system requirements for the Dynamics NAV Add-In for Outlook for synchronization with Outlook.
Supported Outlook Applications | Outlook 2016, Outlook 2013 SP1, or Outlook 2010 SP2 (32-bit edition). |
Supported Exchange Servers |
Microsoft Dynamics 365 for Sales Integration Requirements
The following table shows the system requirements for integrating Dynamics NAV with Microsoft Dynamics 365 for Sales.
Additional software | - Microsoft Dynamics CRM Online 2016, Microsoft Dynamics CRM Online 2016 Update 1, or Microsoft Dynamics CRM 2016. - Microsoft Dynamics CRM Online 2015, Microsoft Dynamics CRM Online 2015 Update 1, or Microsoft Dynamics CRM 2015. |
Additional information | - Item Availability is not supported on Dynamics CRM 2015, versions Update 1 and Online. You can obtain the item availability support by running the DynamicsNAVIntegrationSolution.zip file on the Dynanmics NAV 2016 product DVD. For more information, see How to: Prepare Microsoft Dynamics 365 for Sales for Integration. |
Microsoft Dynamics NAV as an App for SharePoint Requirements
The following table shows the minimum system requirements for Dynamics NAV as an App for SharePoint.
Supported operating systems | - Windows Server 2019 Standard, Essentials, or Datacenter. - Windows Server 2016 Standard, Essentials, or Datacenter. - Windows Server 2012 R2 Standard or Datacenter (64-bit edition). - Windows Server 2012 Standard or Datacenter (64-bit edition). |
Additional software | - SharePoint 2013 Service Pack 1. - SharePoint Online. |
Automated Deployment on Microsoft Azure Requirements
Automated deployment of Dynamics NAV on Microsoft Azure by using the provisioning tools is only supported on Azure virtual machines that are running Windows Server 2012. For additional requirements for specific Dynamics NAV components, refer to the other sections in this topic.
See Also
Dynamics Nav 2017 Cu
Welcome to the Developer and IT-Pro Help for Microsoft Dynamics NAV
Product and Architecture Overview
Installation Options
Client Types
How to: Configure SSL to Secure the Connection to Microsoft Dynamics NAV Web Client