Item Master (ITM) - Batch and Serial Number

  1. Specify this information:
    Serialized Item
    If this box is checked the item must have serial numbers recorded when processing transactions. Only items with an Item Type of Goods can be serialized. The Inventory module must be serialized in order for serial numbers to be used.
    Serializing items is usually implemented for high value items so as to track for warranty or service requirements. This is the highest level of traceability and requires additional processing over non-serialized items. Other options are to use batch references. A serial number is only used for a quantity of one, compared to a batch number which can be used for greater quantities.
    Serialized items have the serial numbers associated to a receipt record, and a receipt record is created when the goods are received. Serial numbers can only be associated to actualized receipts, that is, receipts that have been received, and not those which are anticipated. The individual serial numbers are associated to the receipt either when receiving the items in the Receipt Note Entry process, or when issuing the items through the Manual Allocations process.
    There are no serial number fields on transaction lines. However, when returning items through purchase return notes, or sales return notes, the serial number can be recorded on the transaction line.
    Serial numbers can be created automatically or entered manually. If created automatically, the format of the serial number can be defined using the Serial Number Format function.
    To assign a serial number format to an item, use Item Master Assign Serial Number Format.
    Serial Number Reqd At Receipt
    Use this field to specify whether or not a serial number is required at the receipt stage. If you set this to Yes, the Allocation Type on the Inventory Allocation tab must be set to Automatic Allocation.
    Batch Control
    If selected, batch control is applied to the item. This means that a batch number must be held against each movement of the item. A batch number must be entered when the items are received into inventory by the stage defined for issues or receipts.
    Batch Uniformity
    If this box is checked the item is subject to batch uniformity. If so, when items are issued the entire quantity of the sales or movement order line must be allocated from the same batch.
    Issue Batch Required
    The stage by which a batch reference must be entered in sales and receipt movements.
    Receipt Batch Required
    The stage by which a batch reference must be entered in purchase and issue movements.
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