Finding Item Tracking Entries that are not in Reservation Entries (337) or Tracking Specification (336)

We have had an issue where we are seeing alot of Item Tracking entries being set on Sales Lines for orders not shipping till far in the future.

We already traced the problem down to Item Card & Stocking Keeping Unit planning parameters not being set correctly. Most were set as Make-To-Order instead of Make-To-Stock so when planning engine ran it was setting the existing Lots in stock on existing orders behind the scenes. Consequently, since we primarily just pick oldest current lot in stock at time of shipping there were issues at time of Posting Shipment requiring a lot of manual effort to correct.

Having found the root cause, we are currently working through mitigation. The production team is working on cleaning up the items with incorrectly set Manufacturing Policies. While the shipping team is working on identifying which orders currently still exist with Lots assigned that need to be clean up.

I am hoping someone has a better way to find these than our current method which is still somewhat laborious:

  • Identify an Item still in issue state
  • Filter Lot Info List to the item only w- Qty Remaining
    -Take that List of lots and build into a | delineated string
    -Use Find Entries by Item Reference to target the potentially affected Sales Lines
  • On the prefiltered Sales Line List expose or set visibly prominent:
    -ShipDate
    -Qty Shipped
    -Warehouse Shipment - Because we require shipment at our locations

-IF - Shipdate is in Future, Zero Qty has shipped, & No Warehouse Shipment exists
THEN the Sales Line should not have Item Tracking entries

So, they manually open Item Tracking Lines from this list and delete off the item tracking lines that planning set.

I have been trying to find a better way of targeting these. I also want to more easily display to the users the list of Sales Lines that are affected to allow them to be more proactive.

I have also been looking into potentially creating a processing report that I could run intermittently until the issue is fully mitigated. The struggle I am having there is finding what table these entries actually reside in. From my NAV days I know Item Tracking is notoriously an issue. These specific entries when they are seen on the Sales Line Item Tracking are not seen at all on Reservation Entries (337) or Tracking Specification (336).

What table am I forgetting?
Has anyone else had to deal with and mitigate this situation before?

Sales Line Item Tracking are present in Reservation Entries (337)

Try to apply below filters:

Source ID = Your Sales order No.
Source Type = 37
Source Sub type = 1
Reservation Status = Surplus
Item No = Your Sales line Item No.