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Item Batches
Item Batch records can automatically be created when Batch Tracked items are receipted into stock from Purchasing, Assemblies and Adjustments. (Refer Item Rules) This will allow additional information to be recorded later against this batch either manually through the Item Batch screen or by Freeway
Item Batch records contain the following fields to allow further data to be captured:
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Batch Status |
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Supply Style |
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Source |
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Manufacture Date |
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Expiry Date |
List Tab
Display fields
Item Code: Display-only field.
Description: Display-only field.
Unit: Display-only field.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Locations screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new record.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This removes the current Location from this table
Related: This will bring up a list of functions that are related to the item.
Reports: This will bring up a list of Reports that are related to the item.
Detail Tab
Entry and Display fields
Item Code: Display-only field.
Description: Display-only field.
Unit : Display-only field.
Restrict Batch Numbers to the List Below : Tick this box if you wish to restrict Item Batch Numbers for this item.
Batch Information
List tab
Batch No. : Enter the Item Batch number here.
Description: Enter a brief description.
Batch Status : Select from the drop-down list (Approved / OnHold / QC Required / Rejected)
Supply Style: Select from the drop-down list (Purchased / Manufactured / Adjustment)
Source : Enter the Source of the batch.
Manufacture Date: Enter the date of manufacture.
Expiry Date: Enter the batch expiry date. (Use Inventory Change to amend these dates on existing inventory records)
Notes: You can enter unlimited amount of Notes that are related to this batch.
Supply Batch No: Displays the Suppliers Batch Number for this item if this was recorded on the Purchase Receipt Allocations screen at the time the goods were receipted (Refer Purchase Receipts Allocation Tab)
On Hand Qty: Displays the current stock on hand for each batch recorded in the Item Batches screen. (NB: This will only show On Hand Qty for those inventory records that have corresponding Item Batch records).
Properties tab Standard Properties can be linked to a Batch for the purposes of recording test results. (This can be updated via Freeway from the Property field in a checklist).
Batch No. : Display-only field showing the linked Item Batch number.
Property : Enter/select the name of the property here.
Value : Enter the value of the property here.
Market Codes tab (The concept of this is to restrict the issuing of specific items and batches to customers. An example of this is where a customer associated with a particular market eg: EU can only purchase items and Batches flagged as EU Market Code. Only items or item batches that have restrictions need to be flagged with a Market Code. All other items (without that defined) will be available for sale to all Markets. Markets Codes are initially setup from Inventory->Settings->Market Codes)
Batch No. : Display-only field showing the linked Item Batch number.
Market Code : Select the appropriate Market Code to restrict this item batch to.
Status Change Log tab
This screen logs all the changes to the Item Batches. The latest change appears as the first record.
Batch No. : Display-only field showing the linked Item Batch number.
Old Status : Display-only field showing the previous batch status.
New Status : Display-only field showing the new batch status.
From User or Employee : Display-only field showing the Ostendo User or Mobility employee who created this record.
From Name : Name of Ostendo User or Mobility Employee.
Change Source : The source of the change.
Data Sheet ID : The Datasheet ID, if this record came from Freeway.
Changed Date : The date this record was created.
Changed Time : The time this record was created.
Buttons
Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will add a new batch record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: this will delete the current highlighted record.
Related: This will bring up a list of functions that are related to the item. (e.g. Item Batch Documents)
Reports: This will bring up a list of Reports that are related to the item.