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  7. Work with batches (DMR08101)

Work with batches (DMR08101)

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 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.
Text Select this option to access the Work with batches, Text panel where you can enter additional text for the batch.
FIFO enquiry Select this option to access the FIFO enquiry where you can view all FIFO transactions for the selected batch.
History Select this option to access the Batch history enquiry.
Non-conform Select this option to view non-conforming stock information for the selected batch.
Where used This option is only displayed if Manufacturing installed and activated. Select this option to display for which orders the batch is used.
Batch explosion This option is only displayed if Manufacturing is installed and activated. Select this option to display the material and order issues.
Order reservations Select this option to view orders that have reservations on the selected item/batch.
Locations This option is only valid if the warehouse where the batch is stored is activated for Warehouse Management. Select this option to view locations for the selected batch.
Serial numbers This option is only displayed if the Pharma application is activated. If the item for the selected batch is a pharma serial item, access the Pharma serial numbers enquiry where you can view the Pharma serial numbers that belong to the batch.

Selection fields

Item
This column displays the code and description of the selected item.
Whs
This column displays the warehouse in which the batch is stored.
Batch
This column displays the batch number.
On hand
Displays the number of items in the batch that are on hand.
Held
This column indicates if the batch is being held from further processing.
Supplier
This column displays the supplier number from which the batch was received.
Item description
This column lists the description of the item.
Available
This column displays the available quantity of the batch, calculated as:

On hand – Reserved – Returns

Note: Returns means return orders to supplier.

Note: If the quantity of the batch is not available, then the following could be the reason:

  • The batch is held, or
  • The Used by date field in the Reception note confirmation is not zero and less than today’s date and the Allow sale after expiration date field on the Item file/Inventory information panel is set to NO,

    or

  • The Incubation date field in the Reception note confirmation is greater than today’s date and the Allow sale before incubation date field on the Item file/Inventory information panel is set to NO.
Qty on sales order
This column denotes the quantity of items in the batch that are on a sales order.
Qty on pick list
This column denotes the total quantity printed on pick lists but not yet confirmed for the items in this batch in this warehouse.
Qty delivered not invoiced
This column denotes the total delivered quantity, not yet invoiced, for the items in this batch in this warehouse.
Qty on purchase order
This column denotes the quantity of items in the batch that are on a purchase order.
Qty on IR order
This column displays the total quantity delivered, not invoiced, on internal replenishment order for the items in this batch in this warehouse.
Qty on return order
This column denotes the quantity of items in the batch that are on a return order.
Creation date
This column displays the date the batch was created.
Last reception date
This column indicates the last date a reception occurred for this item in this batch.
Last dispatch date
This column indicates the last date a delivery was made for this item in this batch.
Manufacturing date
This column indicates the date this item was manufactured.
Incubation date
This column indicates the date to which the item, in this batch, must be kept in stock before it can be sold.
Last arrival date
This column indicates the last date, (Dispatch time + Customer transport time), this item can arrive at the customer.
Batch security days
This column indicates 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).
Incubation date
This column indicates the last date this batch is valid until it expires.
Use by date
This column indicates the last date this batch is valid until it expires.
Inventory contract
This column is only available to display via the Edit column feature if the Contract Managed Inventory (CMI) application is activated and the CMI-BATH (CMI Batch Handling) function is activated in the Function control file. If the item received belongs to an inventory contract, this column displays the inventory contract ID.
Inv contract line
This column is only available to display via the Edit column feature if the Contract Managed Inventory (CMI) application is activated and the CMI-BATH (CMI Batch Handling) function is activated in the Function control file. If the item received belongs to an inventory contract, this field displays the inventory contract line number.

Work with batches (DMR08104)

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 Next to access the next panel.

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.
Unit
Displays the unit for the item.
Supplier
Displays the supplier number and name from which the item has been received; retrieved from the Purchase order.
Bin location
Displays the bin location where the item/batch is stored.
Held
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 Work with countries 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.
Pre-serialized batch
The field is only displayed if the Pharma application is activated. The field can only be changed if the user has the authority to sign Pharma serial numbers for the current item. Indicate if the current batch is flagged as pre-serialized, meaning that the batch will be exempt from Pharma serial number verification.
Discrepant
The field is only displayed if the Pharma application is activated. The field can only be changed if the user has the authority to sign Pharma serial numbers for the current item. Indicate if the current batch is flagged as discrepant, meaning that stock has been decreased for the batch without verification of Pharma serial numbers. A discrepant batch can be updated using the stock take process for Pharma serial reconciliation.
Creation date
Displays the date this batch was created.
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.
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.

Permitted values:

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.
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.
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.
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).
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.
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 Contract Managed Inventory (CMI) application is activated and the CMI-BATH (CMI Batch Handling) function is activated in the Function control file. 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 Contract Managed Inventory (CMI) application is activated and the CMI-BATH (CMI Batch Handling) function is activated in the Function control file. 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 1-4 text fields were defined on the Inventory information (DMR00303) panel, these fields will be displayed with those headings. These fields are used for information only.

Work with batches, Stock information (DMR08105)

This panel displays stock information about the batch selected. The information is automatically updated by the system when the batch controlled item is moved in/out of stock.

Item
Displays the item code.
Warehouse
Displays the warehouse in which the item is stored.
Batch
Displays the batch for the item.
Unit
Displays the unit for the item.

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 list
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.

Work with batches, Text (DMR08106)

This panel allows you to enter additional text for the batch, to be used internally.

Item
Displays the item code.
Warehouse
Displays the warehouse in which the item is stored.
Batch
Displays the batch for the item.
Unit
Displays the unit for the item.

Text
Enter text on the lines at your disposal.

Work with batches, Locations (DMR08109)

This panel is only displayed if Warehouse Management is activated and there are existing zone/locations for the 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.
Unit
Displays the unit for the item.
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.

Work with batches, Non-conformity (DMR08112)

This panel displays non-conforming stock information defined for the Item code/Warehouse/Batch. Items in the non-conforming stock are items that have been entered on a non-conformity certificate in either the Confirm quality control note program or the Work with inventory (Inventory movement) program.

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.
Unit
Displays the unit for the item.
NCC no
Displays the non-conformity certificate number on which the item has been entered.
Stk cat
Displays the stock category code, from the Non-conforming stock category table. The stock category table controls whether the item(s) in the batch are usable or not.
Description
Displays the description of the stock category.
Quantity
Displays the rejected quantity of the item on this certificate, which has been placed in the non-conforming stock.
Usable
Indicates if the item(s) in the batch are usable or not.

Work with batches, More selections (DMR08115)

This panel is accessed when More selections is pressed on the initial Work with batches panel. You can enter selection criteria in order to carry out an advanced selection over what batch records to display.

Function keys


Selection

  • Item
  • Warehouse
  • Batch
  • Supplier
  • Creation date
  • Last reception date
  • Last dispatch date
  • Manufacturing date
  • Incubation date
  • Last arrival date
  • Use by date
  • Stock on hand
    Set to YES to display those batches that have stock on hand. Set to NO to display those batches that do not have stock on hand. Leave the field blank for displaying all.
  • Held
    Set to YES to display those batches that are being held from further processing. Set to NO to display those batches that are not being held from further processing. Leave the field blank for displaying all.
  • Pre-serialized
    This field is only displayed if the Pharma application is activated. Set to YES to display those batches that are flagged as pre-serialized, meaning that the batch will be exempt from Pharma serial number verification. Set to NO to display those batches that are not flagged as pre-serialized. Leave blank for displaying all.
  • Discrepant
    This field is only displayed if the Pharma application is activated. Set to YES to display those batches that are flagged as discrepant, meaning that stock has been decreased for the batch without verification of Pharma serial numbers. Set to NO to display those batches that are not flagged as discrepant. Leave the field blank for displaying all.