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Procedure documentationInventory Posting by Batch Number Locate this document in the navigation structure

 

If an item is counted by batch number, use this procedure to record the batch number information in inventory posting.

Prerequisites

You have entered the counted quantities for the items managed by batches.

Procedure

  1. Place the cursor in the rows of items managed by batches, and open the Batch Number Posting window in one of the following ways:

    • Right-click and choose Serial and Batch Selection.

    • From the Goto menu, choose Serial and Batch Selection.

    • Place the cursor in the Counted Qty field, and press Ctrl and Tab.

  2. In the table in the Available Batches section, choose the batches that you do not find in warehouses after the counting, and choose the right arrow button to move them to the Batches Difference section.

  3. If you find a batch during counting, but the item quantity of this batch is less than what is recorded in the system, enter the redundant item quantity of this batch in the Selected Qty column and move this row to the Batches Difference section.

    SAP Business One marks these items in red, and receives them from stock after you add the inventory posting document.

    Note Note

    If the actual item quantity of this batch is larger than what is recorded in the system, you must use the Create button to create more items of this batch.

    End of the note.

  4. If the batches that you find in warehouses during counting do not exist in the system, that is, you do not see them in the Available Batches section, choose the Create button to create new batches. SAP Business One marks these items in green and receives them to stock after you add the inventory posting document.

  5. Choose the Update button.

Example Example

For Item A in Whse 01, the quantity recorded in the system is 3, and they all belong to batch B01. After counting the inventory, you find that the quantity is correct, but only one unit belongs to batch B01; the other two belong to batch B02.

In this case, you need to issue two units of item B01 from stock, and receive another two units of item B02 to stock.

Proceed as follows:

  1. Open the Batch Number Posting window.

  2. In the row of B01, enter 2 in the Selected Qty column.

  3. Move this row to the Batches Difference section on the right. It will be marked in red.

  4. Choose the Create button to create batch B02 with two units of the item. It will appear in green in the Serial Numbers Difference section.

End of the example.

After an inventory posting document is added, you can review all batch related transactions in the batch number transactions report in the following two ways:

  • Right-click the inventory posting document, and select Batch Number Transactions Report.

  • From the Goto menu, choose Batch Number Transactions Report.