Copy Lot No. Information

Overview

The Master Data Copy Lot No dialog is a guided options screen that appears before the lot number copy process runs. It allows users to duplicate an existing Lot No. Information record — including its master data specifications — into one or more new lot numbers. The new lot numbers can be assigned to a different item, given a different description, and sequenced automatically from a number series or by incrementing the source number. After the user confirms their selections, the underlying copy report executes silently and a message confirms the result.

Unlike the item, customer, and vendor copy dialogs, this page is a Card page (not a StandardDialog) and always resets its key fields when it opens, ensuring a clean starting point for each copy operation.

When Is This Page Used

This dialog opens automatically when a user triggers the Copy Lot No action from the Lot No. Information Card or Lot No. Information List. It is not opened in isolation — it always runs in the context of a specific source lot number. The user reviews and adjusts the copy options, then clicks OK to run the copy, or Cancel to abort.

Typical scenarios include creating a new lot with the same specification profile as an existing lot, seeding multiple new lots with a shared set of master data attributes in one operation, or transferring lot specifications to a different item number.

Who Are Typical Users

• Warehouse / Inventory Manager — creates new lot numbers based on an existing lot's specification profile when receiving goods in a new batch.
• Quality Manager — copies a certified or tested lot's attributes to a related new lot to avoid re-entering identical specification data.
• Production Planner — seeds multiple new lots from a template lot as part of a batch production setup.

Accessing the Page

The Master Data Copy Lot No dialog has no UsageCategory and is not searchable from the Business Central search menu. It opens exclusively via the Copy Lot No action, available on:

Source Page	Action Name
Lot No. Information Card	Copy Lot No (standard BC action, extended by the Master Data Information app)
Lot No. Information List	Copy Lot No (standard BC action, extended by the Master Data Information app)

When the action is triggered, the app creates or updates the user's copy-settings record in the database, then opens this dialog in modal mode. Clicking OK runs the copy report immediately; clicking Cancel discards all changes.

Page Components

All fields are presented within a single General group. Fields that apply only when Create New Lot No. is enabled are indicated below.

Fields

Source Identification

Field	Purpose	Example	Key Information
Item No.	Shows the item that the source lot belongs to.	1000, BIKE-RED-L	Read-only — pre-filled from the lot selected when the action was triggered. Cannot be changed in the dialog.
Lot No	Shows the source lot number whose data will be copied.	LOT-2024-001	Read-only — pre-filled from the lot selected when the action was triggered. Cannot be changed in the dialog.

New Lot Options

Field	Purpose	Example	Key Information
Create New Lot No.	When enabled, new Lot No. Information records are created as the copy destination.	Yes / No	Always reset to Yes (enabled) each time the dialog opens. Enabling this activates Create new Quantity, New Lot No., New Description, and New Item No.. When disabled, those fields are locked — though in the current version, disabling Create New Lot No. leads to an error path in the report (see the copy sequence below).
Create new Quantity	The number of new lot numbers to create in a single operation.	1, 5, 10	Always reset to 1 each time the dialog opens. Only editable when Create New Lot No. is enabled. When set to more than 1, each lot number is generated by either retrieving the next number from the selected number series or by incrementing the previous lot number using INCSTR (e.g., LOT-001 → LOT-002 → LOT-003). If no number series is selected and the New Lot No. does not end with a numeric character, the report raises an error when Create new Quantity is greater than 1.
New Lot No.	The lot number for the first (or only) destination lot.	LOT-2024-002, `` (blank = use number series)	Always cleared each time the dialog opens. Only editable when Create New Lot No. is enabled. Use the assist-edit button to open the number series lookup (pre-filtered to series related to LOT) and peek at the next available number. When a number series is selected via assist-edit, the series code is stored in the background and used at runtime to generate lot numbers sequentially. Leave blank with no number series selected to let the system assign a blank lot number (not recommended for multi-lot creation).
New Description	An optional description to apply to the new lot(s) instead of copying the source lot's description.	2025 Production Batch	Up to 50 characters. Always cleared each time the dialog opens. Only editable when Create New Lot No. is enabled. If blank, the source lot's description is carried over via TRANSFERFIELDS.
New Item No.	Optionally assigns the new lot(s) to a different item than the source lot.	1001	Pre-filled with the source item number each time the dialog opens. Only editable when Create New Lot No. is enabled. When changed, the new Lot No. Information records are linked to this item instead of the source item.

Master Data Information Group

Field	Purpose	Example	Key Information
Copy Master Data Informations	Master switch for all master data copying. When enabled, Information Entry records (table 6505 – Lot No. Information entries) are copied from the source lot to each new lot.	Yes / No	Enabling this field activates all sub-options below. Disabling it clears all sub-option checkboxes. Even when disabled, the copy report still consults the Copy Master Data Action rules (see below) — individual Information Codes marked as Always Insert in those rules are copied regardless of this setting.
Copy Information Values	When enabled, the Information Value option code is copied from each source Information Entry.	Yes / No	Only editable when Copy Master Data Informations is enabled. When disabled, Information Entry records are created on the new lot with a blank Information Value, unless an Always Insert rule overrides this for specific codes. Also controls whether language record content is transferred when Copy Master Data Language is active (see below).
Copy Values	When enabled, the typed Value field content is copied from each source Information Entry.	Yes / No	Only editable when Copy Master Data Informations is enabled. Can be overridden per Information Code by Always Insert or Always Skip rules in Copy Master Data Action.
Copy Description	When enabled, the Description text field is copied from each source Information Entry.	Yes / No	Only editable when Copy Master Data Informations is enabled.
Copy Attachment	When enabled, the File Placement field content is copied from each source Information Entry.	Yes / No	Only editable when Copy Master Data Informations is enabled. Copies the file path or reference only — does not physically duplicate the file in external storage.
Copy Extended Text	Present on the page but not implemented in the current version of the copy report.	Yes / No	The field exists on the page and the underlying table, but the copy report contains no dataitem or logic that reads this flag. Enabling it has no effect on the copy output.
Copy Master Data Language	Controls copying of Master Data Language records.	Yes / No	Only editable when Copy Master Data Informations is enabled. Important: In the current version of the copy report, the logic for this field is inverted — language records are copied when Copy Master Data Language is set to No, and are not copied when it is set to Yes. When language records are processed, the content transferred depends on Copy Information Values: if enabled, the full language record is transferred; if disabled, only the Information Code is carried over.

Note on Copy Master Data Action rules: The lot copy report applies a matching lookup against the Copy Master Data Action table before deciding whether to copy each Information Entry. This lookup checks for a match on Table (6505), Information Code, Information Value, and Value — relaxing the match progressively if no exact match is found. A matched rule can override the dialog settings per Information Code: Always Insert forces copying regardless of the Copy Master Data Informations flag; Always Skip suppresses copying regardless of it. Matched rules can also remap the destination Information Code and Information Value. This is separate from the dialog options and is configured on the Copy Master Data Action page (accessible from Master Data Information Setup).

Actions

This dialog has no custom actions. The standard OK and Cancel buttons control execution.

What the Copy Report Does

When OK is clicked, the SCB Master Data Copy Lot No report runs immediately. The copy iterates once for each unit of Create new Quantity:

1. Determines the next lot number. If a number series was selected via assist-edit, NoSeries.GetNextNo is called to retrieve and advance the series. If no number series is set and the iteration counter is greater than 1, INCSTR is applied to the previous lot number to generate the next one (e.g., LOT-003 → LOT-004). If no number series and no trailing number is present in New Lot No. when quantity > 1, the report raises an error and stops.
2. Creates the new Lot No. Information record (if Create New Lot No. is enabled) by transferring all fields from the source lot, then applying the new lot number, new item number (if specified), and new description (if specified).
3. Copies Information Entry records (table 6505) linked to the source lot — subject to the Copy Master Data Action override rules and the dialog's sub-option flags for Information Value, Value, Description, and File Placement.
4. Copies Master Data Language records — when Copy Master Data Language is set to No (see the inversion note above), language records for the source lot are copied to the new lot, respecting Copy Information Values for content.
5. After all iterations complete, shows the message "Lot Number Updated."

Note on disabled Create New Lot No.: If Create New Lot No. is unchecked, the report attempts to locate an existing Lot No. Information record using the source item and lot number — and raises an error only if it does find a match (ERROR(ABText001)). This logic appears inverted compared to the expected behaviour. In practice, the dialog always opens with Create New Lot No. enabled, so this path is rarely encountered.

Default Setup & Templates

The dialog stores copy settings per user in the SCB Master Data Copy Lot No table (keyed by User ID). Each time the dialog opens, the following fields are always reset:

Field	Reset Value
New Lot No.	Blank
New Description	Blank
Create New Lot No.	Yes (enabled)
Create new Quantity	1

All other options (Copy Master Data Informations and sub-options) retain their values from the user's last session.

No default copy-settings records are created by the extension's installation. The first time a user triggers Copy Lot No, a new settings record is created for their User ID with all Boolean options defaulting to No.

Related Pages

Copy Master Data Action

The Copy Master Data Action page (UsageCategory = Administration, accessible from Master Data Information Setup) defines per-Information-Code override rules that interact with the lot copy process. Rules set on this page can force specific Information Codes to always be inserted or always be skipped during the copy, independently of the Copy Master Data Informations dialog option. They can also remap an Information Code or Information Value to a different code on the destination lot. These rules apply to all copy operations against table 6505 (Lot No. Information), not only to this dialog.

Accessing the Page

The Copy Master Data Action page has UsageCategory = Administration and is directly searchable from the Business Central search bar. It is also accessible via the Copy Master Data action from:

Source Page	Action Name
Master Data Information Setup	Copy Master Data
Information Code List	Copy Master Data
Information Code Card	Copy Master Data

All access paths open the page unfiltered, showing rules for all tables and Information Codes.

How Rules Are Applied at Runtime

When a tracking number copy report processes an Information Entry, it calls ForceMasterDataCopy before deciding whether to copy each specification. The lookup uses a waterfall match — progressively relaxing filter criteria until a matching rule is found:

1. Exact match — filters on Table + Information Code + Information Value + Value.
2. Relax Value — if no exact match, removes the Value filter and searches again.
3. Relax Information Value — if still no match, also removes the Information Value filter and searches on Table + Information Code only.

The first matching rule found controls the behaviour. If no rule matches, the copy falls back to the user's dialog settings entirely.

When a rule is matched, two additional effects occur regardless of the action flags:

• The Description field is cleared on the copied entry.
• The File Placement field is cleared on the copied entry.

If New Information Code or New Information Value are filled on the matched rule, the destination entry is created with those remapped codes instead of the source codes.

Page Components

Fields

Each row defines one override rule. The primary key is Table + Information Code + Information Value + Value, meaning there can be at most one rule per exact combination.

Field	Purpose	Example	Key Information
Table	The BC table number that the rule applies to.	6505 (Lot No. Information), 6504 (Serial No. Information)	Plain integer — no lookup or validation. Enter the table number directly. Rules are only evaluated by copy reports that pass the matching table number to ForceMasterDataCopy. Supported values in the current version: 6505 (Lot No. Information), 6504 (Serial No. Information), and the table number for Package No. Information. Entering any other table number has no effect.
Information Code	The Information Code the rule applies to.	CERTIF-STATUS, QUALITY-GRADE	Validated against the SCB New Information Code table, restricted to codes with Subtype = Specification. Configuration-type and other subtypes cannot be used as rule targets.
Information Value	Optionally restricts the rule to entries where the Information Value matches this code. Leave blank to match all Information Values for the specified Information Code.	PENDING, PASSED	Validated against the SCB Information Value table filtered to the selected Information Code. When blank, the runtime relaxes the match to Information Code only (waterfall step 3).
Value	Optionally restricts the rule to entries where the typed Value field matches this code. Leave blank to match regardless of Value.	HIGH, CLASS-A	When blank, the runtime relaxes the match to exclude Value from the filter (waterfall step 2).
Information Code Action	Controls whether the Information Code itself is always copied or always skipped during the copy operation.	(defer to dialog), Always Insert, Always Skip	Always Insert — the Information Entry is copied regardless of whether Copy Master Data Informations is enabled in the copy dialog. Always Skip — the Information Entry is not copied regardless of whether Copy Master Data Informations is enabled. Blank — defer entirely to the copy dialog setting.
Information Value Action	Controls whether the Information Value is always copied or always skipped, independently of the Copy Information Values dialog option.	(defer to dialog), Always Insert, Always Skip	Only evaluated after the Information Code Action has been resolved as not-skip. Always Insert — the Information Value is copied even if Copy Information Values is unchecked in the dialog. Always Skip — the Information Value is not copied even if Copy Information Values is checked. Blank — defer to the Copy Information Values dialog setting.
Value Action	Controls whether the typed Value field is always copied or always skipped, independently of the Copy Values dialog option.	(defer to dialog), Always Insert, Always Skip	Only evaluated after the Information Code Action has been resolved as not-skip. Always Insert — the Value is copied even if Copy Values is unchecked in the dialog. Always Skip — the Value is not copied even if Copy Values is checked. Blank — defer to the Copy Values dialog setting.
New Information Code	If filled, the destination Information Entry is created with this code instead of the source Information Code.	CERTIF-STATUS-NEW	Validated against SCB New Information Code (Subtype = Specification). Leave blank to keep the source Information Code unchanged. Applied before the new entry is inserted.
New Information Value	If filled, the destination Information Entry is created with this Information Value instead of the source Information Value.	NOT-TESTED	Validated against SCB Information Value filtered to New Information Code (or the original Information Code if New Information Code is blank). Leave blank to keep the source Information Value unchanged, subject to the Information Value Action setting.

Actions

This page has no custom actions.

Default Setup & Templates

No default Copy Master Data Action records are created by the extension's installation. All rules must be configured manually based on business requirements.

Related Pages

Master Data Copy Lot No

The Master Data Copy Lot No dialog (Card page, opened from Lot No. Information Card and Lot No. Information List) is the primary consumer of these rules for lot number copying. Rules with Table = 6505 are evaluated during every lot copy operation.

Master Data Copy Serial No

The equivalent copy dialog for serial numbers. Rules with Table = 6504 are evaluated during every serial number copy operation.

Master Data Copy Package No

The equivalent copy dialog for package numbers. Rules with the Package No. Information table number are evaluated during every package number copy operation.