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Procedure documentationManaging Batch Numbers on Every Transaction Locate this document in the navigation structure

 

With this method of batch number management, you create batch numbers every time inventory is received, issued, transferred, or produced. In SAP Business One, this is known as “batch number creation on every transaction”. In this process, you must define batch numbers for items when your company receives them, that is, when you create inventory receipt documents. Similarly, when you issue inventory, you must select batch numbers for the items before you can save the relevant inventory issue documents. Therefore, defining a batch number for the item is mandatory for both inventory receipt documents and inventory issue documents.

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

The following figure shows the workflow when you create inventory receipt and issue documents for batch number items managed on every transaction:

This graphic is explained in the accompanying text.

Procedure

  1. Define general batch number settings for the items in inventory.

    For more information, see Defining General Settings for Batch Numbers.

  2. Create an inventory receipt document. For more information, see Defining and Selecting Batches on Every Transaction. When you create an inventory receipt document you can also do the following:

    1. Enter the batch numbers manually or create the batch numbers automatically.

      For more information, see Creating Batch Numbers Automatically.

    2. Create batch number strings (this is optional).

      For more information, see Creating Strings for Batches.

  3. After you add the inventory receipt document in SAP Business One, create an inventory issue document.

    Select the batch numbers manually or automatically in the inventory issue document.

    For more information, see Defining and Selecting Batches on Every Transaction.

More Information

Managing Batch Numbers