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Function documentationManaging Batch Numbers Locate this document in the navigation structure

 

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:

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:

Note 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

End of the note.