Inventory tab

The Inventory Tab in SAP Business One’s production settings provides key configuration options for batch and serial number management, expiry date handling, issue methods, and quality control statuses. These settings help businesses maintain inventory accuracy, automate batch allocations, and define rules for material consumption.

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Below is a detailed breakdown of the key settings available in this tab.

• Batch generated when Manufacturing Order: if checked, you can choose one of the four options from a drop-down list to allocate a batch number when creating a Manufacturing Order or changing its status:

  • on creating MOR (not possible to use %MORDN% parameter in a template due to performance issues)
  • on changing status to Scheduled
  • on changing status to Released
  • on changing status to Started.

• Default template for batches, Default templates for serial numbers: it can be chosen from a list. Click here to check how to create a new Batch or Serial Number template.

• Expiry date settings:

  • Expiry Evaluation Type can be set by a specific date (current, start, required, end, create) or by a template. A template can be chosen from a list or modified (if it is already created). The Expiry Eval Template field is active when the Expiry Eval Template value is selected in the Expiry Eval Type field. Click here to find out more about Expiry Evaluation Type Templates.
  • A default expiry alert can be set in the Warning Prior Expiry Days field. It will be displayed a given number of days before the expiry date. It is only available when the Expiry Date check box is checked. Click here to find out more.
  • A default consumes alert can be set in Warning Prior Consume Days. It will be displayed a given number of days before the Consume Date. It is only available when Consume Date check box is checked.
  • Note that only one of these options can be active at a time: either Expiry Date or Consume By Date.

• Shelf Life Interval: a period used to calculate the expiry date automatically. E.g., if Shelf Life Interval is set to 30 days and a Batch record is made on June 1st, the Expiry date will be automatically charged to June 30th.

• Inspection interval: a period between consecutive inspections. After each period, an alert about the Inspection is activated.

• Manual Issue Type, Backflush Issue Type: consumption rules during manual picking and backflushing when the Batch status is locked and/or non-accessible. You can find information about it here.

• Default Batch Status for SAP Business One and ProcessForce receipt documents: sets batch status when items are received in SAP Business One or ProcessForce. Available statuses: Released, Locked, or Not Accessible

  • If the status for a Batch is set to Not Accessible or Locked, a system message about this will be displayed before issuing this batch for production.
  • Click here to find out more.

• Default Quality Control Status for SAP Business One ProcessForce receipt-based documents: defines the quality status assigned upon receipt in SAP Business One and ProcessForce. Options include: Failed, On Hold, Inspection, Passed, and Quality Control Testing. Click here to find out more.

• Batch Queue Type – a type of queue used by default with batches:

  • FIFO – First In, First Out
  • FEFO – First Expired First Out
  • FMFO – First Manufactured First Out.

• Manual Issue Behavior: defines how materials are manually issued during production.

• Backflush Issue Behavior: determines how materials are automatically issued based on production consumption.

• Default Quality Control Status for SAP Receipt Documents: sets the default quality control status for received items in SAP.

• Default Quality Control Status for ProcessForce Receipt Documents: specifies the default quality control status for received items in ProcessForce.

  Revision Based Picking and Backflushing

• Issue Residual Quantity on next Good Receipts when possible: if the option is checked, then during the following Goods Receipt for the same Manufacturing Order, the system will attempt to reissue all rows with the Backflush issue type where the Residual Quantity is greater than zero and there is a quantity to issue (because it was not available in stock during previous receipts).

• AutoAllocate Batches on Pick Order Include: specifies which documents should be analyzed for Batch Allocation when using the Auto Select and Auto Select All actions.

  • None: no documents are taken under consideration.
  • On other document: allocations from Pick Orders are considered.
  • Allocated: allocations from Sales Orders are considered.
  • Both: allocations from both Pick Orders and Sales Orders are considered.

• On Material Selection Overwrite Action: defines system behavior when manually selecting batches exceeds the unallocated quantity:: Allow, Warn, Block.

• Show decision Message Box during manual allocate Batches: if enabled, the system displays a warning when manually selecting batches in a different order than suggested.

• Don't use corrected Fixed Backflush: if checked, production receipts function correctly even if more Final Goods are received than planned. If unchecked, the system will backflush the entire planned quantity again.

• Use Header dimensions for backflushed inv. items: ensures that backflushed inventory items inherit Header Dimensions in production.

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