Management of batch numbers entails tracking groups of items with unique numbers and characteristics that have been combined in a single batch, such as pharmaceutical products. For each batch, you define item quantities, as well as additional properties, such as expiration date, location in warehouse, and so on, that are related to the batch.
You can manage items by batch numbers as follows:
On every transaction
Defining a batch number for the item is mandatory in inventory receipt and issue documents
For more information, see Managing Batch Numbers on Every Transaction.
On release only
Defining a batch number for the item is mandatory in inventory issue documents only
For more information, see Managing Batch Numbers on Release Only.
You create batches for items requiring batch management in inventory receipt documents, and when you create inventory issue documents you select a certain quantity from the relevant batch.
Inventory receipt documents are forms used to report the physical movement of items from a location, for example, a warehouse. Inventory receipt documents comprise the following types:
Goods receipt purchase orders
A/R credit memos
A/P invoices
Goods receipts
Receipts from production
Inventory issue documents are forms used to report the physical movement of items from a location, for example, a warehouse. Inventory issue documents comprise the following types:
Goods returns
A/P credit memos
A/R invoices
Deliveries
A/R invoice + payments
Returns
Goods issues
Inventory transfers
Issues for production
Batch management enables you to update existing batches for an item. You can view the batches and add or change batch details. In addition, you can enter batches for received items if you did not do so when generating marketing and stock entry documents. However, this is only possible if your company allows receiving into stock items without a batch number.
Inventory management with batch numbers also includes the following tasks:
Viewing and updating batch number details using the batch number (for more information, see Viewing and Updating Batch Numbers Based on Specific Batch Number) or using a specific item (for more information, see Updating Batch Numbers for an Item)
Printing batch numbers
For more information, see Printing Batch Numbers.
Allocating batches in new documents
For more information, see Using an Allocated Batch in a New Document.
Generating the batch number transactions report to display all transactions made for batch number-managed items
For more information, see Generating the Batch Number Transactions Report.
Note
For more information about selecting batch number-managed items in the following documents, see Assigning Batch Numbers in Sales, Purchasing and Inventory Documents:
Draft documents
Sales orders
Production orders
Assembly BOMs