Batch Tracking is an application accessory available on the Diamond and Premier Product levels. It adds batch tracking facilities to the stock, invoicing, order processing and job costing applications, keeping a note of all batches and serial numbers for those stock items designated to have this level of attention.
Batch tracking is implemented in the Datafile Software
system by adding a batch and a batch transaction file. The batch file holds a record of each batch
and of each serial number recorded in the stock system. The batch file is a detail file to the stock
master file, but is itself prime-indexed to ensure unique numbers for both
batch and serial numbers. The batch
transaction file records the movements of serial numbered items and of items in
batches. This file structure is
illustrated below.
Stock items can be marked as either tracked by batch, serial or not at all. Where a stock item is batch tracked then the
batch or serial number used can be pre-formatted like a stock code and each
stock item can set its batch codes to be in an individual format. The batch/serial number for stock items can
be automatically generated by the system for stock items where you assign the
number (as opposed to set batch/serial item for goods from a supplier). This is controlled by a flag on the stock
record.
Every time a physical quantity of a flagged stock item is moved the system asks for the batch/serial code and generates the appropriate transactions.
Batch Tracking is supported for stock transactions generated in the following applications:
Stock Control
Invoicer (excluding Matrix / Template Items)
Job Costing (excluding Matrix / Template Items)
Sales Order Processing
Purchase Order Processing
Bill of Materials
It is not supported for stock transactions generated
directly through the sales/purchase ledgers or via stock batch update.
The application of Batch Tracking to Stock Control has been discussed were appropriate in the previous chapters, this is covered again here for completeness before going on to cover the Batch Tracking enquiry and reporting options and the implications for other applications such as Order Processing (although batch processing also covered in these application manuals as well were appropriate).
Article ID: 537
Created On: Tue, Jun 19, 2012 at 1:30 PM
Last Updated On: Thu, Jun 22, 2023 at 10:46 PM
Online URL: https://kb.datafile.co.uk/article/introduction-to-batch-tracking-537.html