Harvest - Advanced Lot Traceability for Food- End User Guide

Harvest - Advanced Lot Traceability for Food- End User Guide

Purpose

The Advanced Lot Traceability for Food module brings powerful, flexible lot number assignment , enabling food and beverage processors to apply structured, traceable lot numbers without relying on rigid number series. Built on proven functionality from the Harvest Bakery App, this enhanced solution dynamically assembles lot numbers using user-defined logic—tailored to production, procurement, and warehouse operations.

Define Default No. Seiries 

  1. Search for "Lot Traceability Definition Setup" and assign a default number series. This will be used when creating new definitions.

Create Lot Traceability Definitions 

1. Search for "Lot Traceability Definitions", select New, and create a new record.

2. Enter or tab off the Lot Traceability Definition No. to auto-assign using the default number series. Provide a meaningful description.

3. Configure the elements used to build the lot number. You must use at least one element, but can combine multiple types and reuse types if needed.

 

EXPIRATIONDATE – Embed the Expiration into the lot no.

FIXEDVALUE – Hard code the value into the lot

ITEMNO – Embed item No. into the lot no.

LOCATIONCODE – Embed the location code from the document line into the lot no.

NOSERIES – Embed a Number Series into the Lot No.

SRCDOCNO – Embed the document number into the lot no.

WORKDATE – Embed the workdate from the document into the lot no. 

Functional Coverage

Lot number algorithms work in the following areas:

  • Tracking Lines Page → Function: Assign Lot
  • Purchase Lines
  • Warehouse Receipt Lines
  • Item Journal Lines
  • Output Journal Lines
  • Production Journal Lines

Key Features

  • Flexible Date Options: Supports Julian, Ordinal, D-M-Y, Serial, or MMDDYY formats
  • Dynamic Assembly: Create lots using PO numbers, production orders, dates, line numbers, or constants
  • Sequencing: Append numeric or alphabetic sequences
  • Formatting Options: Include prefixes, suffixes, delimiters, and hour-based timestamps

 

Business Benefits

  • Eliminates static number series – dynamically generates lot numbers via user-defined formulas
  • Improves traceability and compliance across the supply chain
  • Enhances operational flexibility with configurable date and formatting options
  • Simplifies setup with intuitive rules and a clean UI
  • Future-ready for advanced routing and 3rd-party integrations

Ideal For

  • Food & beverage manufacturers
  • Batch processors and packagers
  • Companies needing granular lot traceability and compliance support

 

    • Related Articles

    • Harvest - Batching for Food Production - End User Guide

      Harvest - Batching for Food Production Purpose The Harvest Food’s Batching & Instructions enhancement introduces new batching functionality within Microsoft Dynamics 365 Business Central’s Manufacturing module. The goal of this module is to align ...

    • Harvest - Advanced Pricing for Food

      Advanced Pricing for Food – User Guide Overview Advanced Pricing for Food extends standard Business Central pricing by enabling the system to search across multiple Sales Price Lists - based on the Customer Price Group assigned to the Sell‑to or ...

    • Harvest – Item Specifications for Food | User Guide

      Harvest – Item Specifications for Food | User Guide Background / Problem Statement Food-related items often require detailed specifications that combine data from multiple areas of the system (item attributes, BOMs, routing, etc.), along with ...

    • Harvest - Catch Weight Sales & Purchasing – End User Guide

      Advanced UoM Purchase Handling – End User Guide Purpose The Advanced Unit of Measure (UoM) Purchase Handling feature allows companies to order products in one unit of measure—typically a case—while receiving and invoicing them in another unit, such ...

    • Harvest - Advanced Order Processing for Food

      Multiple Sales Order Warning – End User Guide Purpose This feature adds an informational prompt in Microsoft Dynamics 365 Business Central to help users identify when multiple sales orders exist for the same customer and delivery date. It is designed ...