Batch Processing in Invoicing and SOP Modules

When you use the Batch Processing command in the Invoicing or SOP applications, the progression of a document to either delivery or invoicing stage (whichever results in stock issues) can involve traceable items. On the Batch Processing Options form, you can select the Include Traceable Items option if you want to include documents in the batch that have serial or batch traceable items within the detail lines. By default, the option is cleared, which means any such documents are excluded.

The Include Traceable Items option is cleared by default

With the Include Traceable Items option selected, then, assuming they match other criteria you specify, traceable records are highlighted in the Suggested Deliveries List by an ‘X’ appearing in the T column on the far right of the grid.

You can assign serial or batch numbers in one of two ways. If you select the Fulfil Traceable Items command on the Action menu, traceable documents are automatically selected and numbers assigned automatically starting with the next serial or batch number. If you use the (De)Select command on the Action menu for an individual document, the application displays the Traceable Lines form and you can carry out assignments manually using the Assign command on the Action menu of that form.

When you have finished assigning serial or batch numbers for the corresponding items, you can continue to process the batch in the same way as non-traceable documents.