To count only the items that use lot tracking, filter on the item tracking code so the count includes just those items. This works whether you are using the standard calculate inventory function on the physical inventory journal or generating count sheets in Advanced Inventory Count.
Filtering by item tracking code
Every tracked item is assigned an item tracking code that defines whether it uses lot numbers, serial numbers, or both. By setting a filter on that code, you tell the count to include only the items whose tracking code represents lot numbers, leaving serialized and untracked items out. In Advanced Inventory Count, this filter is available directly on the count sheet configuration, so an entire sheet can be defined as lot tracked items only. In the basic physical inventory journal, you apply the equivalent filter when you run calculate inventory.
Setting it up in Advanced Inventory Count
On the count sheet configuration, the item tracking code filter sits alongside the other grouping filters such as location, bin, item number, and posting group. Enter the lot tracking codes you want, then generate the count sheets. Only matching items are added, and because the module knows these items are lot tracked, it brings in the lot detail you need to count. You can combine this with other filters, for example to count only lot tracked items in a particular location or item category.
A note on whether you must count the lots
Filtering to lot tracked items controls which items appear, but it does not by itself force you to count individual lot numbers. Whether you have to record lots depends on how tracking is configured for those items. If lot specific tracking is turned on, the system expects lot detail and reconciles at the lot level. If the items carry lot numbers without lot specific tracking, you can count quantities without recording each lot. It is worth confirming which setup you have before the count, because it changes how much detail your counters need to capture.
Related Tools
Advanced Inventory Count provides the item tracking code filter on the count sheet configuration and generates lot only count sheets, including the lot detail where it is required. Warehouse Insight executes those filtered sheets on handhelds so counters scan only the lot tracked items in scope.
Conclusion
The item tracking code filter is the key to a lot only count. Apply it on the count sheet configuration in Advanced Inventory Count, or on calculate inventory in the physical inventory journal, and only lot tracked items are brought in. Just confirm your lot tracking setup so you know whether individual lots also need to be counted.