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Object documentationBatches - Setup Window

 

Use this window to automatically enter or update batch numbers for items.

To open the window, use the appropriate method listed below:

  • If the management method for the item is set to On Every Transaction, this window opens automatically when you add the document.

  • If the management method for the item is set to On Release Only, use one of the following methods to open the Batches - Setup window:

    • Before adding the document, in the Quantity field, press CTRL and TAB.

    • Before adding the document, right-click in the Quantity field and choose Select Batch/Serial Numbers.

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

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Rows from Documents Area
Doc. No.

The number of the document used to define or update the batch numbers.
Total Needed

(Add mode only)

The total number of batch units you want to create for the item.
Total Created

The total number of batch units you created for the item.
Created Batches Table
Batch

Specify the defined batch number. This value is view-only in Update mode.
Qty

Specify the quantity of the items in the batch numbers. Enter a value greater than 0. This value is read-only in Update mode.
Bin Location Allocation

Note Note

The field is available only if you have enabled bin locations for at least one warehouse.

If you have not enabled bin locations for the warehouse in the Rows from Documents table, this field is blank and not editable.

End of the note.

Displays how many batch items are allocated to bin locations. You must fully allocate the items from each batch to bin locations; otherwise, the field is marked in red and you cannot add the receipt document.

To manually allocate batch items to bin locations, click Link Arrow (Link Arrow) to open the Bin Location Allocation - Receipt Window.
Batch Attribute 1

Enter an additional number or attribute for the batch.
Batch Attribute 2

Specify an additional number or attribute for the batch.
Expiration Date

Specify the expiration date for the batch.
Mfr. Date

Specify the manufacture date for the batch.
Admission Date

Specify the admission date for the batch.
Location

Enter a description of the batch's location. For example, you can specify the exact section or container in which the batch is stored.
Details

Add any additional details about the batch.
Created Batches

(Add mode only)

The number of batches created for the item.
Created Quantity

(Add mode only)

The total number of units in the batches created for the item.
Automatic Allocation

Select the method by which items are automatically allocated to warehouses or bin locations during receipt. You can select one of the following methods:

  • Default Bin Location - Allocates items to their default bin locations

    Note Note

    If the default bin location has been enforced, the item is always allocated to its default bin location regardless of which option you have selected in this field.

    End of the note.

  • Last Bin Location That Received Item - Allocates items to the bin locations that have been used in the latest inbound transactions of the corresponding items. If there is no inbound transaction of the item, then no automatic allocation will be carried out for this item.

  • Item's Current Bin Locations - Allocates items to the bin locations that are currently being used according to the alphanumeric order of the bin location codes

  • Item's Current and Historical Bin Locations - Allocates items to the bin locations that have been used or are currently being used according to the alphanumeric order of the bin location codes
Automatic Creation

(Add mode only)

Opens the Automatic Batch Creation window where you specify batch creation details.
Global Update

(Update mode only)

Opens the Automatic Batch Update window where you make the necessary changes to existing batch numbers.
Status

Current status of the batch:

  • Released - lets you perform transactions on a batch.

  • Not Accessible - the batch is in the middle of a production process or a quality check; you cannot release it in a sales document or A/P credit memo. However, you can release it in an inventory transfer document.

  • Locked - you can release the batch in inventory documents only, for example, an inventory transfer or goods issue.
Inventory UoM

Inventory unit of measurement for the item.
Open Qty

(Add mode only)

The number of items for which you must create batches.

More Information

Defining and Selecting Batches on Every Transaction