Assigning Batches in Inventory Transfer Requests

SAP Business One enables you to select batch items in the Batch Number Selection window when you create or update an inventory transfer request. To open the window, place the cursor in the Quantity field in the relevant inventory transfer request row and do one of the following:

Press CTRL and TAB.
Right-click and choose the Batch/Serial Numbers option.
From the Goto menu, choose the Batch/Serial Numbers option.

Note Note

Closing an inventory transfer request automatically cancels its serial number allocation.

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The following procedure shows you how to select batch items in the inventory transfer request:

Prerequisites

You have created at least one item managed by batch numbers.

Procedure

Allocating Batch Items to an Inventory Transfer Request

From the SAP Business One Main Menu, choose Inventory Inventory Transactions Inventory Transfer Request .
Create an inventory transfer request with an item managed by batches.
Open the Batch Number Selection window.
In the Batch Number Selection window, enter the quantity for the batch(es) you want to allocate to this inventory transfer request, move the batch(es) to the Selected Batches, and choose Update.

Note
If a batch you select has already been allocated to other documents, enter the quantity for this batch in the Selected Qty field according to the following rule:

Selected Qty ≦ Available Qty - Allocated Qty

SAP Business One also enables you to deselect the batch from the allocated document(s) from within the Batch Number Selection window. To do so, open the document(s) by choosing (Link Arrow) next to the document number in the First Allocated Document field.

For more information, see the First Allocated Document field in the Batch Number Selection Window.

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In the Inventory Transfer Request window, choose Add.

Updating the Batch Item Allocation in an Inventory Transfer Request

Note Note

You cannot update the batch item allocation in an inventory transfer request if it is fully copied to an inventory transfer document.

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From the SAP Business One Main Menu, choose Inventory Inventory Transactions Inventory Transfer Request .
Open the inventory transfer request you want to update.
Open the Batch Number Selection window.
In the Batch Number Selection window, do the following:
1. To deselect allocated batch items in this inventory transfer request, move them from the Selected Batches to the Available Batches. If required, select the batch again and enter a new quantity.
2. To select new batch items, enter the quantity for the batch(es) and move them from the Available Batches to the Selected Batches.
3. Choose Update.
Note
If a batch you select has already been allocated to other documents, enter the quantity for this batch in the Selected Qty field according to the following rule:

Selected Qty ≦ Available Qty - Allocated Qty

SAP Business One also enables you to deselect the batch from the allocated document(s) from within the Batch Number Selection window. To do so, open the document(s) by choosing (Link Arrow)next to the document number in the First Allocated Document field.

For more information, see the First Allocated Document field in the Batch Number Selection Window.

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In the Inventory Transfer Request window, choose Update.

Note Note

If you copy the inventory transfer request to an inventory transfer document and add it, the Batch Number Selection window opens automatically. The allocation of the batch items in the inventory transfer request is preserved, and you can confirm or update it.

End of the note.

More Information

Assigning Batch Numbers in Sales, Purchasing, and Inventory Documents

Batch Number Selection Window