Record Bin Locations on Batch or Serial Items

Database Profiles

The new data items need to be referenced within the Database Profiles. To update these settings select Installation from the main menu followed by Application Manager and Set Database Profiles. Choose the Batch Tracking application as required before firstly selecting theBatch Optional 2 parameter screen.

On the left of the screen is the prompt Batch Location– against this item reference the data item number of the equivalent item created above, <F4-Select> is available if required. After referencing the Batch Location select the Trans Mandatory parameter screen.

On the left of the screen are the prompts From Location and To Location – against each item reference the data item number of the equivalent item created above, <F4-Select> is available if required. After referencing these items select the Batch Location parameter screen.

On the left of the screen are the prompts Location Code and Location Name – against each item reference the data item number of the equivalent item created above, <F4-Select> is available if required. After referencing the location items select the Copy BAT to BTX parameter screen.

Here you define the ‘copy item’ to update the new ‘BATCH-QTY’ item on the Batch Transaction file – this allows the transaction to record the quantity of the batch item within that location after the transaction. Copy the PHYSICAL item from the Batch File to the new BATCH-QTY item.

System Profiles

A new parameter has been added to screen 1 of the Batch Tracking parameters to enable the location recording options. To update the profiles select Installation from the main menu and lock out the system before selecting the System Profiles option and the Batch Tracking application.

Prompt for Item Location on Batch Movements – set to enable the prompt for Batch Location recording when a batch/serial item is selected. When set a pop-up parameter screen is displayed allowing the setting of further parameters.

Mandatory Prompt for Item Location – set whether for (selected) batch/serial tracked stock items the recording of the item location is mandatory or whether it can be left blank.

Code Format for Batch Location – set the prime-index code format for the batch location record. Usual format options of A-Alpha, 9-Numeric, and U-Uppercase Alpha-Numeric are available with usual delimiter characters. A typical format might be UUUUUU to allow a location of up to six alpha numeric characters.

Default Location for New Batches – if receipt of stock creates a new batch/serial item record the default location for new items here.

Stock Item to Enable Batch Locations – if you wish to control by stock item whether location recording is enabled reference the Stock flag data item created earlier here.

If Location Tracking is enabled a new Optional 5 parameter screen is available to control whether the batch location item is view only for nominated transaction types.

Against each transaction type set whether the location code item is view-only as required. You may typically wish to set the ‘issue’ items for view-only unless you require the ability to change the location for the ‘balance’ of a batch/serial item after issue.

Note

The additional Location item displays after the quantity input in batch pop-ups but before display/input of any extra batch items. Display limitations may mean that when location recording is enabled some previously defined extra items are no longer available for display/input – the batch code, location code and extra item sizes can all affect the display of these items.

Select Key Definition

The list items available when you press <F4-Select> on the location input are defined within the Select Key Definition for Batch Tracking. To update the list items select Installation from the main menu followed by Application Manager and then Select Key Definition. Select the Batch Tracking application before moving through the list items for each database in turn (use the PAGE-DOWN key) until the Batch Location items are displayed.

Reference the list items required and set whether list items are to be displayed in LIFO sequence, automatically sorted in the order of one of the display columns or whether F4 selection focuses on entry of the location or location description items (assuming primary and secondary index respectively). Once items set here they apply to the location input throughout the applications.

Note

You may also wish to update the Batch File list items to include the location code.

Application Screen Layouts

A new maintenance screen is available for Batch Tracking to maintain the Batch Location file. To update the screen layout users can select the Installationoption from the main menu followed by Application Manager and then Application User Facilities. Select the Batch Tracking application before selecting the Maintain Batch Location screen.

Screen Design is in the usual manner - To insert text labels such as ‘Location Code’ use the mouse to position the cursor where required and then type the required text. To insert the data items position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required. Once the layout is complete choose File and then Save & Exit.

Note

You may also wish to update the Batch Code Enquiry display to include the Batch Location – this screen is used for the ‘Transfer Batch between Locations’ action.

Menu Design

Options to Maintain Batch Locations and to Transfer Batch between Locations need to be added as required to the Batch Tracking menu. To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Batch menu is BT.D03) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press <Enter> to enter the menu parameters.

Title Maintain Batch Locations

Applic, Program or Notes P-Program

Menu Name or Program Path BT.EXE

Parameter 1100

Title Transfer Batch between Locations

Applic, Program or Notes P-Program

Menu Name or Program Path BT.EXE

Parameter 1200

NB: Other options can be set as required.