Show TOC

Procedure documentationAssigning Batches or Serials in Pick and Pack Process Locate this document in the navigation structure

 

SAP Business One enables you to assign batch or serial items throughout the pick and pack process. To do so, open the Batch Number Selection window or the Serial Number Selection window from the Pick and Pack Manager or Pick List.

Prerequisites

You have created at least one sales order or A/R reserve invoice with an item managed by batches or serial numbers.

Procedure

Releasing Batch or Serial Items to Pick Lists
  1. From the SAP Business One Main Menu, choose   Inventory   Pick and Pack   Pick and Pack Manager  . The Pick and Pack Manager - Selection Criteria window opens.

  2. Specify the selection criteria and choose OK. The Pick and Pack Manager window opens.

  3. In the Open drawer, select the checkbox of the sales order or reserve invoice row with batch or serial items that you want to release.

  4. In the To Release field of this row, enter the quantity you want to release to the pick list, and do one of the following:

    • Press CTRL + TAB.

    • Right-click and choose Batch/Serial Numbers.

    • From the Goto menu, choose Batch/Serial Numbers.

    The Batch Number Selection window or the Serial Number Selection window opens.

  5. Select the batch or serial items you want to release to the pick list, and choose Update.

  6. In the Open drawer, choose Release to Pick List. Specify a date and add the pick list.

Updating Batch or Serial Items Released to Pick Lists
  1. In the Released drawer, in the row of the pick list you want to update, specify a new quantity in the Released field, if required, and do one of the following:

    • Press CTRL + TAB.

    • Right-click and choose Batch/Serial Numbers.

    • From the Goto menu, choose Batch/Serial Numbers.

    The Batch Number Selection window or the Serial Number Selection window opens.

  2. Update the batch or serial item allocation in the pick list and choose Update.

  3. In the Released drawer, choose Update.

Note Note

To perform the following tasks, you can also open the Batch Number Selection window or the Serial Number Selection window directly from the pick lists. To do so, choose   Inventory   Pick and Pack   Pick List  .

End of the note.
Picking Batch or Serial Items in Pick Lists
  1. In the Released drawer, in the row of the pick list from which you want to pick, choose Link Arrow (Link Arrow) in the Pick No. field.

    The Pick List window opens.

  2. In the Picked field, enter the quantity you want to pick and do one of the following:

    • Press CTRL + TAB.

    • Right-click and choose Batch/Serial Numbers.

    • From the Goto menu, choose Batch/Serial Numbers.

    The Batch Number Selection window or the Serial Number Selection window opens.

  3. Select the batch or serial items you want to pick and choose Update.

Updating Batch or Serial Items Picked in Pick Lists
  1. In the Picked drawer, in the row of the pick list you want to update, choose Link Arrow (Link Arrow) in the Pick No. field.

    The Pick List window opens.

  2. In the Picked field, update the quantity, if required, and do one of the following:

    • Press CTRL + TAB.

    • Right-click and choose Batch/Serial Numbers.

    • From the Goto menu, choose Batch/Serial Numbers.

    The Batch Number Selection window or the Serial Number Selection window opens.

  3. Update the batch or serial item allocation in the pick list and choose Update.