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Add Item Tracking

Use the Add Item Tracking step to assign a serial, lot or package number to a sales or purchase line – the same thing you would otherwise type into the Item Tracking Lines window by hand. Point the step at a line and it works out the item, location, quantity and direction for you.

Configure the step​

Open the flow editor, add Add Item Tracking, and fill in the configuration card.

Description​

  • Purpose: Make it clear which line gets tracking and why.
  • When to fill it: Always. The description shows up in the editor and the execution history.
  • Tips: Name the intent, for example Assign serial to the order line.

Line​

  • Purpose: The sales or purchase line to add tracking to.
  • When to fill it: Required. Pick a SmartField that resolves to a sales line or purchase line – for example the rec output of an upstream Find Records step, or the line from the trigger that started the flow.
  • Tips: SmartField references are entered through the picker, in the standard {{name}} notation – paste the placeholder as-is.

Type​

  • Purpose: Whether the number below is a Serial No., Lot No. or Package No.
  • When to fill it: Always. Match it to how the item is tracked.

Number​

  • Purpose: The serial, lot or package number to assign.
  • When to fill it: Required. A fixed value, or a SmartField like {{serial}} that is resolved when the flow runs.

Quantity​

  • Purpose: How much of the line the number covers, in the line's unit of measure.
  • When to fill it: For lot and package numbers. For Serial No. the quantity is locked to 1, because a serial number always identifies exactly one unit – to assign several serials, run the step once per serial (for example inside a loop).

Outputs​

The step has no outputs – it adds tracking to a line that already exists.

Notes​

  • Direction is automatic. On a sales order the tracking is recorded as outbound (a shipment), on a purchase order as inbound (a receipt); returns flip that around. You never set the sign yourself.
  • Multiple serials. Because a serial covers one unit, assign several by looping over your serial numbers and running the step once for each.
  • Drop shipments. Add the tracking on the purchase order line of the drop shipment. The step attaches it to the order-to-order reservation between the purchase and sales lines and mirrors it to the linked sales line automatically – exactly as if you had entered it in the Item Tracking Lines window in drop-shipment mode. If you point at a drop-ship sales line, the step asks you to use the purchase line instead.
  • The item must allow the tracking type. If the item's tracking setup does not permit the serial, lot or package number you assign, posting will later reject it – the same as when you enter tracking by hand.