Getting Started
App Installation and Prerequisites
System Requirements
- Dynamics 365 Business Central (Essential or Premium edition).
- Permissions to install apps from Microsoft AppSource.
- Items using Lot tracking.
Installation Steps
- Navigate to Extension Management in Dynamics 365 Business Central
- Search for “Advanced Lot Management” by Bricklead in AppSource
- Select Install and accept the terms and conditions
- Wait for installation completion (typically 2-3 minutes)
- Refresh your browser to see new menu items
First Steps with Advanced Lot Management
- Run Assisted Setup
- Use the Search and look for Advanced Lot Management Assisted Setup.
- Follow the guided steps to configure the application.
- Configure Lot Number Templates
- Define the lot numbering structures that will be used to generate consistent and meaningful lot numbers across the organization.
- Review Advanced Lot Setup
- Configure the information that should be maintained for inventory lots and determine how lot records will be managed throughout their lifecycle.
Key Pages and Their Purpose
| Page | Purpose |
|---|---|
| Lot Number Templates | Configure standardized lot numbering structures and automatically generate meaningful lot numbers based on business requirements and transaction information. |
| Lot No. Information Card | Central workspace for reviewing and maintaining lot-specific information, inventory details, dates, references, and traceability data. |
| Advanced Lot No. Information List | Analyze inventory lots by location and bin, providing visibility into available stock, expiration information, and lot distribution across the warehouse. |
| Lot Audit Trail | Review changes made to lot information and identify who performed each modification, supporting traceability and compliance requirements. |
| Lot Handling Wizards | Perform lot management operations such as creating sublots, merging lots, updating expiration dates, and other lot maintenance activities while preserving traceability. |
| Lot Labels | Generate and print configurable lot labels and lot reports for warehouse, production, and logistics processes. |
Next Steps
After becoming familiar with the basic concepts of Advanced Lot Management, continue with the Setup & Configurations section to learn how to configure lot number templates, define application settings, and prepare the solution for daily operations.
You can then explore the Pages & UI Reference section for detailed information about each page, action, and process available within the application.