Field reference
Serial and Batch Bundle
How to use Serial and Batch Bundle 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company, Item Code, Type of Transaction, entries, Voucher Type.
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 Serial and Batch Bundle 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
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 |
|---|---|---|
Naming Seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Has Serial Nohas_serial_no | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Has Batch Nohas_batch_no | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Item Codeitem_code | 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 |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Type of Transactiontype_of_transaction | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
entriesentries | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Serial and Batch Entry |
Total Qtytotal_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Avg Rateavg_rate | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Amounttotal_amount | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Voucher Typevoucher_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Voucher Novoucher_no | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Voucher Detail Novoucher_detail_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Posting Datetimeposting_datetime | Datetime Optional | Record the date and time in the configured system/user time zone. |
Returned Againstreturned_against | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Cancelledis_cancelled | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Packedis_packed | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Rejectedis_rejected | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Amended Fromamended_from | 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: Serial and Batch Bundle |
Child tables
entries — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Serial Noserial_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Serial No |
Batch Nobatch_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Item Codeitem_code | 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: Item |
Qtyqty | Float Optional | Enter a numeric value using the required unit and precision. |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Delivered Qtydelivered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Valuation Rateincoming_rate | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Change in Stock Valuestock_value_difference | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
FIFO Stock Queue (qty, rate)stock_queue | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Voucher Typevoucher_type | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Voucher Novoucher_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Cancelledis_cancelled | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Posting Datetimeposting_datetime | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Type of Transactiontype_of_transaction | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Voucher Detail Novoucher_detail_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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.