On this panel you select the item/warehouse/batch for which batch information is to be changed. Use the selection fields displayed on this panel to retrieve information about the batches.
Note: If the IBS Contract Managed Inventory (CMI) application and the CMI-BATH (CMI Batch handling) function control are activated, you will only be allowed to work with the batch for which an inventory contract is connected if you are authorized. If you are not authorized, you will receive a message when you select the Change and/or QC reporting options.
Options
| QC reporting | Select this option to report quality control results. Note: This option is only displayed if the Detail criterion panel or Quality rep at m-order rec application is activated, and if the item is connected to a conformity group. |
Selection fields
- Item
- Displays the code and description of the selected item.
- Warehouse
- Displays a code from the Warehouse table indicating where the selected item is stored.
- Batch
- Displays the batch under which the selected item is stored.
- Creation date
- Displays the from-to date indicating when the batch was created.
- Wh
- Displays the warehouse in which the batch is stored.
- Batch
- Displays the batch number.
- Crt date
- Displays a date indicating when the batch was created.
- On hand
- Displays the number of items in the batch that are on hand.
- Reserved
- Displays the number of items in the batch that are reserved.
- Returns
- Displays the number of items in the batch that have been returned.
- Available
- Displays the number of items in the batch that are available.
Batch maintenance (DMR08103)
This program is only used to change information for an existing batch. Most information is retrieved from the Confirm purchase order reception note program. If a batch number already exists, only the Quantity and Last reception date are updated. For BtB (Back to backorder) orders, only updates for a transit delivered item are performed.
An availability check for batches is performed for normal orders and BtB (Back to backorder) orders with a transit delivery. For transit delivered items, the check is made against the transit quantity fields instead of the normal quantity fields.
Any changes to the data will be updated in the following programs: Work with receptions and Work with inventory (for Inventory adjustments and Inventory movements).
Note: If you are doing a customer credit/cash sale credit, a batch can be created, but the Hold field will be set to YES. If the Date handling field is set to YES in Item file, you must manually change the date fields, if that information is relevant, on the DMR08104 panel in this program.
If the Date handling field on the Inventory information (DMR00302) panel for the item is set to YES, the following fields can be changed:
- Manufacturing date
- Last arrival date
- Incubation time
- Batch security days
- Use by date
Date information can be changed for this batch, which will be updated in the following programs: Work with receptions and Work with inventory (for Inventory adjustments and Inventory movements).
This panel displays batch information for the selection made. The Batch file is automatically updated when the batch-controlled item is moved in/out of stock.
Click OK to access the next panel.
Function keys
| Additional text | Enter additional text for the batch. |
| Batch/FIFO enq | Access the Batch/FIFO enquiry where you can view all Batch/FIFO transactions for the selected batch. |
| Batch history | Access the Batch history enquiry. |
| Display locations | This function key is only displayed if IBS Warehouse Management is installed and activated. View the Locations in which the batch is stored. |
- Item
- Displays the item code for which batch information is to be changed.
- Warehouse
- Displays the warehouse in which the item is stored.
- Batch
- Displays the batch for the item.
- Supplier
- Displays the supplier number and name, from which the item has been received, retrieved from the Purchase order.
- Bin location
- This field is only displayed if IBS Warehouse Management is not activated. Displays the bin location where the item/batch is stored.
- Hold
- This field is set to NO by default. Set to YES if the batch should be held from further processing.
- Country of origin
- Enter a code from the Country table, indicating the country of origin for the item in this batch (the country in which the item was manufactured). This field is optional if the EU reporting function is activated.
- Batch retention days
- Enter the number of days this batch information can be kept, after the Last dispatch time of this item, before it can be deleted via the Reorganise batch program.
- Creation date
- Displays the date this batch was created.
- Last reception date
- Displays the last date a reception occurred for this item in this batch.
- Stock take status
- Displays the stock take status of this item.
Value Description BLANK Item is not under stock take. 1 Item is under stock take:
The item is on a stock take list. No pick lists or reception notes can be produced for this item when the stock status is 1. When the Stock take update routine is run, code 1 will change back to blank.
- Last dispatch time
- Displays the last date a delivery was made for this item in this batch.
- Last stock take date
- Displays the last date a stock take was performed for this item.
- Manufacturing date
- This field is for information only. The date is defaulted from Reception note confirmation, but can be changed. Enter the date this item was manufactured.
- Last arrival date
- The date is defaulted from Reception note confirmation, but can be changed. Enter the last date, (Dispatch time + Customer transport time), this item can arrive at the customer.
- Incubation date
- The date is defaulted from Reception note confirmation, but can be changed. Enter the date to which the item, in this batch, must be kept in stock before it can be sold. Note: If you change this date to a later date, (meaning this item should be kept in stock longer than originally expected), this could affect the dispatch time of any order lines. Delivery on the specified incubation date is allowed.
- Batch security days
- The date is defaulted from Reception note confirmation, but can be changed. Enter the minimum number of days allowed during which an item must arrive at the customer before it expires (i.e. defined in the Use by date field in Reception note confirmation).
- Use by date
- The date is defaulted from Reception note confirmation, but can be changed. Enter the last date this item is valid until it expires.
- Inventory contract
- This field is only displayed if the IBS Contract Managed Inventory (CMI) application is activated. If the item received belongs to an inventory contract, this field displays the inventory contract ID.
- Inv contract line
- This field is only displayed if the IBS Contract Managed Inventory (CMI) application is activated. If the item received belongs to an inventory contract, this field displays the inventory contract line number.
- User defined date
- If the User def date 3-4 text fields were defined on the Inventory information (DMR00302) panel, these fields will be displayed with those headings. These fields are used for information only.
Batch maintenance, Stock information (DMR08104)
This panel displays warehouse information about the batch selected. The information is automatically updated by the system. No corresponding maintenance panel exists.
Function keys
| Additional text | Enter additional text for the batch. |
| Batch/FIFO enq | Access the Batch/FIFO enquiry. |
| Batch history | Access the Batch history enquiry. |
- Item
- Displays the item code.
- Warehouse
- Displays the warehouse in which the item is stored.
- Batch
- Displays the batch in which the item is stored.
- Normal stock
- Displays, in the fields below, statistical information for normal stock.
- In quality control
- Displays the total quantity currently under quality control for the item in this warehouse.
- On hand
- Displays the total quantity on hand for the item in this warehouse.
- Reservations
- Displays the total quantity on sales orders and manual reservations for the item in this warehouse.
- On pick
- Displays the total quantity printed on pick lists but not yet confirmed, for this batch of item in this warehouse.
- Deliv not invoiced
- Displays the total delivered quantity, not yet invoiced, for the item in this warehouse.
- Service WIP
- Displays the total quantity, delivered to service orders, but not yet invoiced, in this warehouse.
- On IR order
- Displays the total quantity on internal replenishment orders for the item in this warehouse.
- On return order
- Displays the total quantity on return orders to suppliers for the item in this warehouse.
- Transit stock
- Displays, in the fields below, statistical information for transit stock.
- In quality control
- Displays the total quantity currently under quality control for the item in this warehouse.
- On hand
- Displays the total quantity on hand for the item in this warehouse.
- Reservations
- Displays the total quantity on sales orders and manual reservations for the item in this warehouse.
- On pick list
- Displays the total quantity printed on pick list(s) (not yet confirmed) for the item in this warehouse.
- Deliv not invoiced
- Displays the total delivered quantity, not yet invoiced, for the item in this warehouse.
- Service WIP
- Displays the total quantity, delivered to service orders, but not yet invoiced, in this warehouse.
- Usable non-conforming stock
- Displays, in the fields below, statistical information for usable non-conforming stock.
- On hand
- Displays the total quantity on hand for the item in this warehouse. This quantity has been rejected during the quality control function but is defined as usable.
- On return order
- Displays the total quantity on return orders to the supplier for the item in this warehouse. This quantity has been rejected during the quality control function and is entered on a return order to the supplier, not yet confirmed as delivered.
- Unusable non-conforming stock
- Displays, in the fields below, statistical information for unusable non-conforming stock.
- On hand
- Displays the total quantity on hand for the item in this warehouse. This quantity has been rejected during the quality control function and is defined as unusable.
- On return order
- Displays the total quantity on return orders to the supplier for the item in this warehouse. This quantity has been rejected during the quality control function and is entered on a return order to the supplier, not yet confirmed as delivered.
Batch maintenance (DMR08105)
This panel allows you to enter additional text for the batch, to be used internally.
Function keys
| Insert line | Insert a line. |
- Text
- Enter text on the lines at your disposal.
Batch maintenance (DMR08107)
This panel is only displayed if IBS Warehouse Management is activated and there are existing zone/locations for the IBS Warehouse Management activated item.
- Item
- Displays the item code and description.
- Warehouse
- Displays the warehouse and description in which the item is stored.
- Batch
- Displays the batch for the item.
- Supplier
- Displays the supplier number and name, from which the item was received, retrieved from the Purchase order.
- Quantity on hand
- Displays the quantity on hand for this batch.
- Zone
- Displays the zone in which the item/batch is stored.
- Location
- Displays the location in which the item/batch is stored.
- Quantity
- Displays the quantity of the item/batch in the location.