Merit Solutions Advanced Lot Management (ALM) is the application that allows efficient control of lot tracked materials (raw or finished goods) within Microsoft Dynamics GP (versions 9 and 10).
The system requirements correspond to requirements of Microsoft Dynamics GP. ALM version 9 requires GP’s Manufacturing module to run, while ALM version 10 does not require Manufacturing module.
ALM is focused on two pieces of information: Lot Status and Expiration Date. These information affect when and how material can be used.
Configuration
Configuration of ALM should start in Advanced Lot Management Configuration window, the same one in which module was enabled for the company. Two options can be set on this window:
- Lot Status Missing Icon
- Default Lot Status for New Lots

The first option, “Lot Status Missing Icon”, defines the icon that will be shown in the Lot Status Maintenance window for new lots created (received) in situations when ALM was installed, but was not enabled for the company. Ten options are available to user, including: black, blue green, light blue, orange, pink, red and yellow dots, yellow triangle (named Warning) or empty field. The yellow triangle (Warning) is default value for the Lot Status Missing Icon.
The second option “Default Lot Status for New Lots” defines which status newly received lot will get by default. Four options are pre-created and available for the user: Approved, Hold, Quarantined and Rejected. The Quarantined option is the default value for the Default Lot Status for New Lots.
The Lot Status Maintenance window should be the second stop during the configuration process. Pre-created Lot Statuses can be found here and new statuses can be created.

More importantly, on this window, the user can define for which transactions ALM can automatically assign a Status to a Lot. It is done by simply checking (un-checking) Allow boxes in the right side of the grid.
The QA User Setup window contains the list of all users of the company currently running Dynamics GP. In order to allow users to fully utilize all of ALM’s functionalities, the QA users should be defined. In QA User Setup window, double click on users name. The empty dot, left of the user name, should turn to a green dot. When finished click DONE button. The same procedure should be followed for assigning user classes. QA User Setup is company specific.
A User ID may have different privileges to Advanced Lot Management in different companies.

Finally, lot tracked items should be defined as ALM QA controlled. That way, for transactions defined in the Lot Status Maintenance window, new lot numbers for the item will receive the defined default lot status. Open the Item Maintenance window (Cards > Inventory > Item) and browse for the inventory item that will be ALM QA Controlled. Then open the QA Item Setup window (Item Maintenance window > Additional (menu) > ALM Item QA Control Setup) option.
On QA Item Setup window select Item is QA Controlled check box.
