IBS Enterprise Help Centre 8.0

Prerequisites
To enter or update batches for a purchase order line, you need the following:

Batch-controlled item
The Update stock on hand field must be set to YES in the Purchase order type table for the purchase order type you are using.

Note: All purchase order types are valid except for internal replenishment orders (IRO). Batches are never manually entered on an IRO purchase order. They will be copied from the IRO sales order at pick list confirmation. (For more information about an IRO purchase order, see About internal replenishment orders – purchase.)

Repeat steps 1 through 3 in Manually enter a purchase order, but use an order type with immediate reception.
From the Order lines panel you have the following ways to access the Batch entry panel:

If the purchase order type is an immediate reception, the system will automatically prompt this panel if you enter a batch controlled item on the purchase order line.
For any other valid order type, batches can be entered by clicking Batch entry on the Order line, main info panel.

Note: The Batch entry function key is only displayed if a batch controlled item is entered. In addition, the Bin location field will not be displayed on the Order line, main info panel.

Enter an item which is batch controlled, together with a quantity and click OK.

You access Batch entry. On this panel you have the following options:

You can change an existing batch, connected to this order line, by double clicking on the line. The system displays detailed information for the batch (see step 4).
You can add a new batch to the order line (as described for this panel below).

Note: You can only click the Confirm screen and return function key, if the entire order line quantity, displayed in the Quantity field in the upper right corner of this panel, is completely covered by batches (meaning the Qty to add/del field must be zero).

Add batch
Enter the following to add a new batch:

Batch: Either an existing batch or a new batch.
Quantity: Must be less than or equal to order line quantity, as displayed in the Quantity field in the upper right corner of the panel.

Click OK to update.

You access Batch entry with detailed information for the batch. You must enter the following information if the purchase order type is an immediate reception and this is a new batch:

Bin location
Incubation date: If the item is under date handling, (defined in the Item file), enter the date to which the item in this batch must be kept in stock before it can be sold. The field defaults with today’s date.
Last arrival date: If the item is under date handling, enter the last date the item in this batch can arrive at the customer. If Use by date is entered instead, Last arrival date will be calculated by subtracting Batch security days from Use by date.
Use by date: If the item is under date handling, enter the date the item in this batch will expire. If Last arrival date is entered instead, Use by date will be calculated by adding Batch security days to Last arrival date.; Note: You cannot change these fields if the batch for this item already exists in the system.
Manufacturing date: Today’s date.
Country of origin: Defaults from the Item file.
Hold: This field is set to NO by default, but can be set to YES if this batch shall be held from further processing.
User defined date 1: This and the other user defined date fields are for informational purposes only. If the fields were defined for the item in the Item file/Inventory information panel, the headings will be displayed here.

Enter text
Click Text if you want to enter free format text connected to this batch. This text will update the Batch master file at reception confirmation or immediately upon updating this order, if you have an immediate reception. Up to 99 lines of text can be entered. Click OK when you are ready.

You access Batch entry again. Click OK one more time and the initial Batch entry panel is displayed again. To add more batches to the order line, repeat steps 3 and 4.
To end batch entry from the panel displayed in step 3, either:

To confirm, click the Confirm screen and return function key. The entire order line quantity, dispayed in the Quantity field in the upper right corner of the panel, must be covered by batches if the purchase order type indicates no printout of reception note.
Click Back to return to previous panel (i.e. the Order lines or Order line, main info panel). The system will automatically display the Batch entry panel again if you try to update the order line, for a purchase order type which is an immediate reception, and the whole order line quantity is not covered by batches.

Caution: If you click Back from the Batch entry panel (which was prompted automatically after entering a new purchase order line), all entered batches will be lost and the system will return to the Order lines panel.

Enter a purchase order with batches

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