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Version: 10.0

Pick Receipt for a Batch Managed Items

Managing batch-controlled inventory is crucial for industries requiring traceability and precision in stock management. In this guide, we will demonstrate how to perform a Pick Receipt for items managed by batches in a manufacturing environment. This ensures accurate tracking of inventory and enhances operational efficiency.


Prerequisites

Item Master Data

To proceed, ensure that the item is managed by batches. Navigate to:

Path

Inventory > Item Master Data

Pick Receipt for a Batch Managed Items

Item Details

For this example we will set up a Batch Template that contains date and counter.

Path

Inventory > Item Details

Pick Receipt for a Batch Managed Items

Scenario no. 1

  • Create a Pick Receipt using the context menu option on a Manufacturing Order:

    Pick Receipt for a Batch Managed Items

  • Set the picked quantity, click "update", and choose Production Goods Receipt from the context menu. A batch number is generated automatically and can be verified in the Batch Number Transaction Report.

    Production Goods Receipt

  • Open the created Goods Receipt from Manufacturing Order under the Documents tab:

    Pick Receipt for a Batch Managed Items

  • View the Batch Number Transaction Report to verify the generated batch number based on the Batch Template for the picked quantity.(5 in this example):

    Pick Receipt for a Batch Managed Items - Report

Scenario no. 2

  • Create a Pick Receipt using the context menu option on a Manufacturing Order:

    Pick Receipt for a Batch Managed Items (on a Manufacturing Order)

  • Set the Quantity to 6. Pressing "Ctrl+Tab" in Picked Quantity field leads to Pick Receipt Batches - setup form (you can also reach the option by choosing Batch/Serial Numbers from a row's context menu – right-click on a first column):

    Pick Receipt for a Batch Managed Items

  • Here, we can either check generated Batch number or allocate receipt goods into different batches:

    Pick Receipt for a Batch Managed Items

  • Generate a Production Goods Receipt using the Pick Receipt context menu option.

    Pick Receipt for a Batch Managed Itemst

  • Open the created Goods Receipt from the Manufacturing Order under the Documents tab.

    Pick Receipt for a Batch Managed Items

  • Select the Batch Number Transactions Report from the Goods Receipt context menu to verify the batch allocations.

    Pick Receipt for a Batch Managed Items

    As observed, the batches allocated in the Pick Receipt Batches setup were successfully recorded in the Production Goods Receipt.