Is it Possible to Change the Lot/Serial Class of an Item?

  • 6 November 2021
  • 5 replies

Userlevel 2



Is it possible to change the Lot/Serial Class of an item if the prior class was Serialized? In other words, is it possible to set it back to Standard (no serial # required)? This is the message we currently get when trying to achieve this.




Best answer by mvolshteyn 9 November 2021, 07:25

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5 replies

Userlevel 7
Badge +9

Hi @MichaelTobi 

To change the Lot class of a stock item, there should not be any “Qty. on hand” for the item. Hence, you have to follow the below steps to Configure the stock items to a new Lotserial class tracking.


  1. Extract the list of Kit items with Location, Cost and Unit Cost that has the old lot/serial class
  2. Issue out all the items using the Issues screen
  3. Create the new Lotserial Class
  4. In Stock Items Screen, update all the items (from step#1) with the new Lotserial class
  5. Using Receipts screen, receive the items with the same cost as in the issue.


Userlevel 7
Badge +9

This is discussed in another case: 


Userlevel 2

@ChandrasekharM , we have done exactly this and made sure there are zero quantities left of the product in each warehouse but we are getting this error message. To be more precise, we’re trying to go from a tracked to a non-tracked Tracking Method.



Userlevel 5
Badge +3

@MichaelTobi , please clarify if the current Lot/Serial Class has the When Used assignment method.

If it does, there is the solution in the article shown in the ‘Related topics’:


Userlevel 7
Badge +9

Hi @mvolshteyn Thanks for letting us know the Known Issue.



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