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Order Entry - Batch Tracking

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Order Entry - Batch Tracking

As batch details are only prompted for a physical movement of stock then order entry, which will only reserve or place stock on-order, would not normally prompt for batch details.However, if configured accordingly, the system can prompt for serial/batch details as part of the order entry process and will mark the items as reserved/on-order as appropriate.

After input of the order quantity (or at the end of the detail depending on configuration) the system will prompt for the batch/serial details to be reserved. It is not mandatory at this point, as no physical movement takes place, to enter any batch details. For matrix / template items the system will prompt for the ‘pre-selector’ factor (if any) before asking you to select the appropriate ‘batch’ codes.

Notes

Batch details are only prompted where configured to do so (see configuration details later) and only where the order is set to reserve stock.

If set to prompt for batch details after input of quantity then the system will still prompt at the end of the detail were Back-2-Back Order Processing is in use.

If pre-allocate batch details then they can be printed on the acknowledgement document

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  • Release ID: Standard
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