Batch
How to use Batch in Serials & Batches: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use serial numbers and batches for traceability where enabled on the item. Record identifiers through the permitted stock document and its serial/batch controls. Review movement history and expiry information before issuing stock.
This page is a record page in Supply Chain → Serials & Batches. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Batch ID, Item.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Batch from Supply Chain → Serials & Batches, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Batch IDbatch_id | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Itemitem | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Parent Batchparent_batch | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Manufacturing Datemanufacturing_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Batch Quantitybatch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Batch UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Expiry Dateexpiry_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Use Batch-wise Valuationuse_batchwise_valuation | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Allow Negative Stock for Batchallow_negative_stock_for_batch | Check Optional | If enabled, the system will allow negative stock entries for this batch, overriding the 'Allow negative stock for Batch' setting in Stock Settings. This may lead to incorrect valuation rates, so it is recommended to avoid using this option. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Source Document Typereference_doctype | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Source Document Namereference_name | Dynamic Link Optional · Read-only | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Suppliersupplier | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Batch Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Qty To Produceqty_to_produce | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Produced Qtyproduced_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.