- Select the Enter inventory transactions menu item.
- You access Inventory transaction entry. The same fields are mandatory as described in Enter inventory transactions with the following exceptions:
- Batch
- Enter the batch.
- Bin loc
- You must enter the bin location if you are adding goods to stock and the batch does not exist.
- If adding to stock and the entered batch does not exist, you access Inventory transaction entry, Add batch info, where you can enter the following additional information regarding the batch:
- Batch retention days
- Defaults from the Item file, but can be changed. This is the number of days this batch information can be kept after the Last dispatch date of this item, before it can be deleted via the Reorganise batch file routine.
- Supplier
- Defaults with the Main supplier from the Item file, but can be changed.
- Country of origin
- Defaults from the Item file, but can be changed.
- Hold
- The system defaults the hold code to NO.
- Manufacturing date
- Defaults with today’s date.
- Incubation date
- Defaults with today’s date. Change this date to a later date if the item from this batch shall be kept a number of days in stock before it can be sold.
- Last arrival date
- Enter the last date the item from this batch must arrive at the customer site.
- Tip: If you leave this field blank but complete the Batch security days and Use by date fields, the system will automatically calculate this date when you click OK.
- Batch security days
- Defaults from the Item file. It is the difference, in number of days, between Last arrival date and Use by date. Another commonly used term for batch security days is minimum shelf life time.
- Use by date
- Tip: Enter the date before which the item from this batch must be used (i.e. expires).
- Tip: If you leave this field blank but complete the Batch security days and Last arrival date fields, the system will automatically calculate this date when you click OK.
If the transaction is a stock withdrawal or if adding to an existing batch, the system creates transactions in the Bookkeeping transaction file of type 901 (Stock value) and updates the transaction type entered in field Type. The Inventory transaction file is also updated with the entered transaction type.
If adding to stock and the cost type is FIFO, you will access the next Inventory transaction entry panel, where you enter a cost price. (See steps 3 and 4 in Enter inventory transactions with FIFO selection).
The following fields are only displayed if the item is date handled:
Click OK to create the new batch in the entered warehouse.