Batch Number Selection Window 
Use this window to add and update batches for documents.
When you add a new batch that already exists in another warehouse, a warning message appears. If you select the OK button, the attributes of the newly entered batch are overwritten by the attributes of the existing batch, including user-defined fields.
When the same batch already exists in the customer's system, in more than one warehouse with a different attribute, when you try to add a new batch with the same batch number, the attributes of the newly entered batch are overwritten by the attributes from the batch that was created first. But if more than one entry exists for the same batch on the same creation date, then the attributes of the newly created batch are overwritten randomly by one of those batches.
If the existing batch has no attributes at all, batches created afterwards will have no attributes as well.
The Location attribute is not overwritten by the location from an existing batch. It stays the same as it was set in the Batches - Setup window (or empty if the user did not enter any value).
For more information about accessing this window see Defining and Selecting Batches on Release Only.
The Rows from Documents area displays an item or a list of items from the relevant marketing document.
The Available Batches area displays the list of the available batches for the item.
The Selected Batches area displays the batches and unit quantity that you have selected.
The batches assigned to the specific customer who sends back goods are displayed by default in the Batch Number Selection window that opens from one of the following documents: return, delivery with a negative quantity, A/R invoice with a negative quantity, and A/R credit memo.
The Selected Batches table displays the batches assigned to the base document in a return document based on a delivery and an A/R credit memo based on an A/R invoice. Returns and A/R credit memos not based on a specific document display the batch numbers assigned to a specific customer.
The Display Delivered Batches dropdown list is displayed. You can choose to display batch numbers From Base Document or Related to Current BP, or you can choose All to display all the batch numbers in SAP Business One.
Batches sent back to this specific vendor are displayed by default in the Batch Number Selection window that opens from one of the following document types: goods returns or A/P credit memos.
A goods return based on a goods receipt PO and an A/P credit memo based on an A/P invoice display the batches assigned to the base document in the Selected Batches table. Goods returns and A/P credit memos not based on a specific document display the batches assigned to a specific customer.
The Display Delivered Batches dropdown list is displayed. You can choose to display batch numbers From Base Document or Related to Current BP, or you can choose All to display all the batch numbers in SAP Business One.
Note
To open the Batch Details window, click
(Link Arrow) to the left of the batch.To separately display additional fields for each table, click
(Form Settings) on the toolbar and select the desired fields.If not all the required batches are selected, the Batch Number Selection window opens again while you are adding the document
You can add and update batches in the Batch Number Selection window, as long as the document has not been added to the system and no inventory transaction was posted.
Copying Documents - If batches are selected within a base document that performed an inventory transaction, for example, a delivery, and this document was copied to a target document, for example, an A/R invoice, it will not be possible to view the batch data in the target document unless the target document is one of the following: return, A/R credit memo, goods return, or A/P credit memo.
In the Batch Number Selection window it is possible to choose the Batch Numbers Completion option from the Goto menu. The Batch Management – Selection Criteria window opens in the Complete mode for that specific item. For more information, see Completing Batch Numbers on Issue.
This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Rows from Documents
Displays the code of the warehouse from which you sell the item. Choose the arrow on the left-hand side to display Define Warehouses. You can view and update the necessary details. |
Displays the total quantity of the item not yet selected. |
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Displays the total quantity of the selected batches. |
Displays the total amount of selected batches for the item. |
Displays the type of the transaction:
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Available Batches
Enter the batch number to choose that batch from the list. Use Find when you have a long list of batch numbers. |
Displays the list of batch numbers. Use the selection options to choose the required batch numbers from the list. Choose the arrow on the left hand side to display Batch Details. |
Displays the number of the available units in the batch. Available Qty = In Stock– Selected Qty (from Selected Batches table). |
Displays the number of units that you want to select. |
Displays the allocated quantity of other sales orders or reserve invoices, not including the current document. |
Displays the document type and number of the sales order, A/R reserve invoice, or inventory transfer request where the batch is allocated, according to the following rules:
The field does not display the current sales order, A/R reserve invoice, or inventory transfer request, even if the current document is the very first document where the batch is allocated. In this case, the field displays the type and the number of the document where the allocation is the second earliest. End of the note.
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RecommendationThe total quantity in stock. |
Note
The following three fields are available in the Batch Number Selection window only when you open the window from within the pick and pack manager or the pick list:
Displays how many items from the batch are allocated to the current sales order or A/R reserve invoice row, excluding those that you have selected in the Selected Batches. If required, update the quantity. Ensure that the number you enter does not exceed the available quantity and does not influence the already released or picked items. |
Displays how many items from the batch are allocated to all the pick lists created for the current sales order or A/R reserve invoice row, excluding those that you have selected in the Selected Batches table. The field is not editable. |
Displays the document type and number of the first pick list to which the batch is allocated among all the pick lists that are created for a sales order or A/R reserve invoice row. You can view or change the allocation in the pick list. To do so, open the pick list by choosing the
The field does not display the current pick list. For example, if you open the Batch Number Selection window from a pick list and the pick list is the very first one to which the batch is allocated, the field displays the second pick list to which the batch is allocated. End of the note. |
Selected Batches
Displays the list of the batches selected for the item. Choose the arrow on the left-hand side to display Batch Details. |
Displays the number of units that you have selected |
Choose to automatically select the remaining quantity of batch units for the item. When you click the Auto Select button, SAP Business One always selects the quantity from the oldest batch first. |
Displays the allocated quantity of other sales orders or reserve invoices, not including the current document. |
Note
Batches are shown in the selected grid only when the document is fully based on its originating document. Exceptions to this rule are cases of batches that are partly based on, for example, a sales order or reserve invoice.