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.
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.