Batch Identification

Document path Reference Contents > Inventory > Batch Identification

This window opens whenever a tracked part stock change is individually processed and enables you to choose a batch source of the movement and or a tracking reference for the part trace log. Normally the tracking reference is automatically assigned (see below), but in cases where there is no source link, such as a purchase or work order, you will be asked to provide one.

Field

Description

Part number

Parts Master. Part number unique identifier. {PTMFILE.PTMPTNO char 18}

Batch dropdown list

List of current batches. This is only visible when appropriate to the transaction.

Tracking reference

Batch Tracking. Batch trace identifier code: jst('D',1,SAHCUSC,'6X', SAHDESP,6,SAHLINE,'-3N0P0') or jst('C',1,SAHCUSC,'6X', SAHINNO,6,SAHINVL,'-3N0P0'). {TCKFILE.TCKREF char 16}

See movement type below. The tracking reference varies with each stock movement type.

Movement type

Stock Movement History. Movement type. {STHFILE.STHTYPE char 1}

Movement quantity

Stock Movement History. Quantity of movement (+ = into (or due into) inventory, - = out of inventory). {STHFILE.STHQTY number 3dp}

Button

Action

Cancel

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

OK

The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

Tracking System

The traceability system in the program works by recording all movements of parts marked as Tracked. Each time a quantity of the part is moved a tracking record is produced with the following information:

Field

Description

Part Number

The number of the part being processed.

Batch

The batch number from which or to which the quantity was moved.

Customisation CUSTOM CAPABILITY: The standard batch code in the system is 7 characters automatically generated. However the system can accommodate the customisation of the length of STOFILE.STOBATC and TCKFILE.TCKBATCH fields which may be required if manual batch numbering is in force. Normal system functionality will accomodate this, however some reports may need to be customised to accomodate extra column widths.

Tracking reference

A coded reference which can identify the source or destination of the movement. For example, it may identify the Supplier, Purchase Order and Line Item of a receipt.

Transaction type

A single character code that identifies the process causing the movement. The transaction type is the same as that used in Stock History.

Quantity

The quantity in stock units of measure of the movement into inventory. If this is negative the movement was out of inventory.

Extended Stock Information

Length, Width, Units, Date and Comments

Movement (Type) {Qty}

Batch ID

Reference

SO dispatch (A) {-ve}

Source

'D',CUSCODE,SAHDESP,SAHLINE or
'C',CUSCODE,SAHIVNO,SAHINVL

SO return (B) {+ve}

New

'C',CUSCODE,SAHIVNO,SAHINVL

Job issue (A) {-ve}

Source

'J',CUSCODE,JOBCODE,JBILINE

Job return (B) {+ve}

New

'J',CUSCODE,JOBCODE,JBILINE

PO receipt (C) {+ve}

New

'S',POLREFor
'S',SUPCODE,POHPONO,POLLINE

PO return (D) {-ve}

Source

'S',SUPCODE,POHPONO,POLLINE

General Issue (E) {-ve}

Source

User entered or null

Gen. Return (F) {+ve}

New

User entered or null

Outwork issue (G) {-ve}

Source

'S',SUPCODE,POHPONO,POLLINE

Outwork return (H) {+ve}

Change qty or delete issue

WO kit issue (I) {-ve}

Source

'W',WKOWONO

WO kit return (J) {+ve}

Change qty or delete issue

WO receipt (K) {+ve}

New

'W',WKOWONO

Allocation (L)

De-allocation (M)

Adjustment +ve qty (N) {+ve}

New

User entered or null

Adjustment -ve qty (N) {-ve}

Source

User entered or null

SO preparation (O)

PO preparation (P)

WO preparation (Q)

Kitting qty adjustment (R)

Quarantined (outward) (S) {-ve}

Source (Non-Quar) if not float

User entered or null

Released (outward) (T) {-ve}

Source (Quar)

User entered or null

Where:
CUSCODE = Customer code
SAHIVNO = Invoice Number
SAHLINE = Invoice Line Number
SUPCODE = Supplier Code
POHPONO = Purchase Order Number
POLLINE = Purchase Order Line Number
WKOWONO = Work Order Number

New Batch Numbers are constructed from XNNNNNN, where X is the Batch number prefix set in the "System Manager" "Company Details..." and NNNNNN is the next batch serial number.

For +ve qty movements a new batch location is created when received into inventory.

For -ve qty movements the batch location is the source from inventory.

User entered tracking references cannot be prefixed by the characters "C", "S" or "W" which are reserved for automatic references.

Note NOTE: The following options can be used to modify the Batch Number and Tracking system operation:

optSOBatchNosInDesc : If set to 1 or YES, Batch Numbers of tracked parts will be appended to the Sales History description and show on invoices.

optStockBatchDateWarn : If set to 1 or YES, a user warning is given on batch selection at the time of dispatch when date-based batch numbers are older than number of days set in PTMUSE2. This enables an expired batch to be identified so that expired stock is not shipped to customers.

optStockBatchNoManual : If set to 1 or YES, the user is permitted to enter a Batch Number for batch tracked items received from a Purchase Order or received from a Work Order. The number must be unique and have a different prefix character to that currently set in the Company Details.

optStockBatchWindowOff when Extended Stock Information system preference is on, will suppress the opening of the New Multi-location for Part window.

See also: -

Compiled in Program Version 3.10. Help data last modified 7 MAY 2006 12:32. Class wTckSingle last modified 21 MAY 2008 13:31:53.

Document path Reference Contents > Inventory > Batch Identification