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Procedure documentationCompleting Batch Numbers on Issue Locate this document in the navigation structure


You can manage batch numbers on release only. With this method of batch number management, you do not have to define batch numbers immediately on receipt, but only when you issue batch number-managed items.

When you manage batch numbers on release only, the batch numbers are not created automatically in inventory receipt documents for batch number-managed items. Later on, when you create inventory issue documents, you must create the batch numbers for the batch number-managed items; this is known as completing batch numbers.

When you create the batch numbers, SAP Business One creates a link between the document and its batch numbers, updates the defined batch numbers' inventory receipt transactions.


You can complete batch numbers, if your company allows receiving of inventory items without a batch number as follows:

  • In the General Settings window or the Item Master Data window for the item, in the Management Method field, you chose the On Release Only option

  • You have chosen the Manage Item by Batches option for the item in the Item Master Data window. For more information, see Item Master Data: General Tab

    Note Note

    The management method On Release Only is displayed by default; however, you can change the value of the field for a particular item.

    End of the note.


  1. Create an inventory issue document and choose the Add button.

    The Batch Number Selection window appears. Since you have not yet defined any batch numbers for the item, the window is empty.

    Note Note

    You can also press CTRL and TAB in the Quantity field to display this window.

    End of the note.
  2. To create the batch numbers, choose   Inventory   Item Management   Batches   Batch Management  .

    The Batch Management - Selection Criteria window appears.

    Alternatively, choose one of the following methods to open the window from the Batch Number Selection window:

    • Before adding the document, right-click in the window and choose the Batch Number Completion option.

    • From the Goto menu, choose the Batch Number Completion option.

  3. In the Operation dropdown list, choose the Complete option.

  4. Set the selection criteria for the items to be displayed on the relevant tabs and choose the OK button.

    The Batch Management - Complete window appears.

  5. From the Rows from Documents table, choose a row to define batch numbers for these items.

    This table displays all the document rows that include items with batch numbers. The values in this table cannot be changed. The row you have chosen in the document is selected by default. To define batch numbers for a different row, select it.

  6. In the Created Batches table, specify the batch number details manually, or choose the Automatic Creation button to create multiple batch numbers automatically in the Automatic Batch Creation window (for more information, see Creating Batch Numbers Automatically). Only the field defined as a unique number is mandatory. The other fields may remain empty and be updated later, if required.

  7. Repeat the steps above until you have defined batch numbers for all items in the Rows from Documents table.

  8. To save the batch numbers, choose the Add button.

  9. Return to the inventory issue document that you are in the process of creating.

  10. Exit and enter the Batch Number Selection window again.

  11. From the Rows from Documents table, choose a row.

  12. In the Available Batches table, select the required batch numbers for issue.

    You can choose rows in the following ways:

    • Select the required row number.

    • To select additional rows, press CTRL and SHIFT.

    • Sort one of the columns you would like to use for finding the item, enter the value in the Find field, and press TAB to select the required item. The default sort is by the Batch column.

  13. After you select the required rows, choose the arrow button to move the batch numbers to the Selected Batches table on the right. The reverse arrow button moves the batch numbers to the Available Batches table on the left.

    You can also use the Auto Select button to automatically move rows from the Available Batches table to the Selected Batches table, according to the open quantity in the document rows. The selection is done according to the currently defined sort for the table.

    The Selected Batches table displays the selected batch numbers up to this point in time.

    Note Note

    The Total Needed field displays how many batch numbers have to be selected for the item.

    If you select fewer numbers than are displayed in the Total Needed field, you cannot add the document.

    End of the note.
  14. To save the link between the document and its batch numbers, and to update the inventory issue document, choose the Update button.

  15. To save the selection, choose the OK button. The inventory issue document appears.

  16. Choose the Add button.