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Field

Definition (* = secure field)

The following fields can be used to apply 'batch traceability' details to the product:

Batch Bin Serial Flag

This field defines whether the product is flagged for 'batch traceability'.

If the option None is selected, the product is not 'batch traceable'. To set up batch traceability for a product, one of the following options must be selected:

• Batch Reference (B): This enables each batch of stock received to be allocated a unique batch number when it is booked in on a Goods Received Note. Stock can then be traced according to its batch number, both within and after it has left the warehouse.

• Serial Numbering (S): This is similar to Batch Reference (above), except each individual item of stock must be allocated its own unique Serial Number when it is booked in.

• Multi-Bin (M): This option is used when you require a record to be kept of the physical areas (or 'bins') where stock is held, but where traceability of the stock once it has left the warehouse is not required. Each batch of stock received must be allocated a Bin Location when it is booked in on a Goods Received Note.

Notes: (1) At present batch traceability is not supported for Length Stock or Pack products. It is supported for all other product types, including Timber and Kit products. (2) You may view Product Inventory records for a particular product by selecting the Inventory History tab. See Inventory History Tab: Viewing Product Batch Details.

Batch Inspection Flag

This field applies only to products flagged 'Batch Reference' or 'Serial Numbering' in the Batch Bin Serial Flag field above.

The Batch Inspection Flag setting determines whether incoming 'Batch Reference' or 'Serial Number' goods will be held for inspection when 'booked in' on a Goods Received Note. The options are:

• Automatic (A): Incoming batches will automatically be held for inspection.

• Manual (M): The user has the option to specify - either on the Purchase Order line or when booking the goods in via a Goods Received Note - that incoming batches will be held for inspection.

• None (N): No incoming batches will be held for inspection - and can therefore be sold immediately.

Note: Incoming batches held for inspection cannot be sold until they have been released (i.e. their status has been updated to 'available'). See Editing A Product Inventory Record.

Batch Receipt Sequence

This field applies only to products flagged 'Batch Reference' in the Batch Bin Serial Flag field above.

The Batch Receipt Sequence determines how batch reference numbers are assigned when the product is 'booked in' on a Goods Received Note. The options are:

• Manual (M): The user must enter a Batch No manually.

• Global (G): A unique Batch No is generated automatically (determined by the number held in the Next Batch No field in the Other tab of the Price Book General control record).

• Supplier (S): A unique Batch No is generated automatically (determined by the number held in the Next Batch No field in the Main tab of the Supplier record of the Supplier who delivered the goods - see Entering Supplier Main Details).

The following fields can be used to apply default settings when the product is booked in on a Goods Received Note:

Shelf Life Flag

Check this field if the product is to be assigned a mandatory 'shelf life' and 'sell by' date at 'goods in'. These are defined by the Shelf Life Flag and Shelf Life Days fields below.

If this field is not checked, users have the option to add a 'shelf life' and 'sell by' date at 'goods in'.

Shelf Life Days

If the Shelf Life Flag (above) is checked, enter a number of days to define the product's Shelf Life Date at 'goods in'. This is automatically defined as today's date plus the number of days in this field.

Sell By Days

If the Shelf Life Flag (above) is checked, enter a number of days to define the product's Sell By Date at 'goods in'. This is automatically defined as today's date plus the number of days in this field.

Certificate Flag

Check this field to force the user to enter a Certificate Flag for the goods at 'goods in'.

Field

Definition (* = secure field)

Batch Receipt Sequence (*)

This field determines how batch reference numbers are assigned to Batch Ref-flagged products when they are 'booked in' on a Goods Received Note.

Note: The way in which a product is flagged for 'batch traceability' - i.e. whether it is classed as a Batch Ref, Multi-Bin or Serial No product - is set in the Batch Bin Serial Flag field, in the Issues & Stock tab of the Product record (see Entering Stock Details).

The options are:

• Manual (M): The user must enter a Batch No manually....

• Global (G): A unique Batch No is generated automatically (determined by the number held in the Next Batch No field in the Other tab of the Price Book General control record)...

• Supplier (S): A unique Batch No is generated automatically (determined by the number held in the Next Batch No field in the Main tab of the Supplier record of the Supplier who delivered the goods - see Entering Supplier Main Details)...

...when 'Batch Ref'-flagged goods are received into stock on a Goods Received Note.

Notes: (1) When Multi-Bin products are 'booked in', goods are automatically assigned a Batch No derived from the Purchase Order number. (2) When Serial No products are 'booked in', the user must enter a Serial No manually. See Allocating Batch/Bin/Serial Number Details At Goods Receipt.

Batch Inspection Flag (*)

This field can be used to apply a default value in the Batch Inspection Flag field (in the Issues & Stock tab of the Product record) when a new Product record is created (see Entering Stock Details).

This field applies only to products flagged 'Batch Reference' or 'Serial Numbering' in the Batch Bin Serial Flag field of the Product record.

The Batch Inspection Flag setting determines whether incoming 'Batch Reference' or 'Serial Number' goods will be held for inspection when 'booked in' on a Goods Received Note. The options are:

• Automatic (A): Incoming batches will automatically be held for inspection.

• Manual (M): The user has the option to specify - either on the Purchase Order line or when booking the goods in via a Goods Received Note - that incoming batches will be held for inspection.

• None (N): No incoming batches will be held for inspection - and can therefore be sold immediately.

Note: Incoming batches held for inspection cannot be sold until they have been released (i.e. their status has been updated to 'available'). See Editing A Product Inventory Record.

Batch Allocation Sequence (*)

This field determines the sequence in which Batch/Bin/Serial-numbered stock is allocated automatically by the system (and presented for user selection) on sales documents. The options are:

• Ascending Receipt Date (D)

• Descending Receipt Date (d)

• Ascending Batch Number (N)

• Descending Batch Number (n)

• Ascending Free Quantity (Q)

• Descending Free Quantity (q)

• Ascending Free Weight (W)

• Descending Free Weight (w)

• Ascending Bin Location (B)

• Descending Bin Location (b)

For example, with the Ascending Bin Location option selected, batches from the first available bin location are allocated first. When there is no more stock in that location to add, stock from the second bin location is allocated, and so on.

Default Batch Bin Serial Flag

This field can be used to apply a default value in the Batch Bin Serial Flag field (in the Issues & Stock tab of the Product record) when a new Product record is created (see Entering Stock Details). This can define whether or not will be flagged as 'batch traceable' and the 'batch traceability' method used.

The options are:

• None: New products will not be automatically flagged for batch traceability.

• Batch Reference (B): New products will be automatically flagged for batch traceability using the Batch Reference method. This enables stock to be allocated a unique batch number when it is booked in. Stock can then be traced according to its batch number, both within and after it has left the warehouse.

• Multi-Bin (M): New products will be automatically flagged for batch traceability using the Multi-Bin method, meaning it is assigned a bin location when it is booked in. This option is used when a record must be kept of the physical areas (or 'bins') where stock is held, but where traceability of the stock once it has left the warehouse is not required.

• Serial Numbering (S): New products will be automatically flagged for batch traceability using the Serial Numbering method. This option is similar to Batch Trace (above), except each individual item of stock is allocated its own Serial Number.

Note: * = secure field

Field

Definition (* = secure field)

Default Batch Bin Reference

This field may be used to apply a default Batch Reference for 'Multi Bin'-flagged products (e.g. MBBATCH) when they are booked into stock on a Goods Received Note.

Next Batch No (*)

This field is used when booking 'Batch Ref'-flagged products into stock on a Goods Received Note and the Batch Receipt Sequence field - in the Batch Trace tab of the Price Book Flags control record is set to G - Global Automatic Numbering.

Here you may enter a default Batch Reference number comprising up to 18 numeric characters. This is used when assigning a unique Batch Reference Number to each 'batch' of items booked in. The value is then incremented.

For example, if the 'default' value entered here is 000000000012131545, the next Batch Reference Number assigned automatically when a batch record is created will be 000000000012131546 (i.e. +1), and so on.

Note: * = secure field

User Permission

Definition

File Maintenance > Batch Stock:

Amend Batch Status

If this User Permission is enabled, the User may amend the Status of a Product Inventory record. See Editing A Product Inventory Record.

Edit

If this User Permission is enabled, the User may edit other details within a Product Inventory record. See Editing A Product Inventory Record.

Reject Stock

If this User Permission is enabled, the User may manually reject a quantity of Product Inventory stock and append the items to a Supplier Return Note if required. See Product Inventory Records: Rejecting Stock.

Transfer Stock

If this User Permission is enabled, the User may manually transfer a quantity of Product Inventory stock from the current bin location to one or more alternative bins. See Product Inventory Records: Transferring Bin Location.

View

If this User Permission is enabled, the User may open Product Inventory records and view them in the Finder. See Viewing Product Inventory Records.