Purchasing items using manual batch numbers – wms

In a previous post we walked through the setup of an item that was configured for manual batch numbers but also setup to use the advanced warehouse features.

In this example let’s purchase inventory and see the process of receiving into the warehouse. In this example we are recording the basic batch number and expiry data but there is likely different scenarios where you would want to record other information about the batch.

Here is a look at AX2012 R3 CU9

AX Build 7.0.1265.3015

Cheers

Lachlan

7 responses to “Purchasing items using manual batch numbers – wms

  1. Hi Lachlan,

    I have a customer who wants to be able to identity the batch id when completing the Putaway process due to receiving numerous batches on the 1 Purchase order. I noticed in the video on the menu item of the Putaway process you had, it actually showed the Batch ID you had receipted and were about to putaway to its location. I have looked everywhere for this! How are you getting this option to show on this menu item. Interested to find out.

    Cheers,

    Jason

    Like

    • Hi Jason
      There isn’t anything special in the setup for this one, the batch id should display. The put-away menu is just setup as a user group for existing work with a work template setup to pick up the related work. I checked back to R3 RTM, CU8, CU9, CU10 and they should all display the batch.
      What version are you using?
      Cheers
      Lachlan

      Like

      • Hi Lachlan,

        Thanks for prompt reply.
        Running CU9. Is a User directed menu item for existing Putaway work with 2 work classes to pick up the work. Cant understand why its not showing, wasn’t sure if it is Item setup or any other parameter?
        I did notice that in an earlier video for Batch item setup you had setup a Batch number group for automated numbering. I hadn’t completed this as the client uses Supplier provided Batch id’s. Not sure if this could cause the issue.

        Jason

        Like

      • Hi Jason
        Ok so yes in my examples I was using a batch group assigned to the item. I didn’t have vendor batch turned on in this example. That can be done in the warehouse mobile device if vendor batch is turned on in the model group. I’ll add some variations to the scenarios so you can see the difference.
        Cheers
        Lachlan

        Liked by 1 person

      • Hi Lachlan,

        I haven’t used Batch grouping a the item level before. For this client Batch IDs are entered at time of receipt and the supplied Vendor ID is used. I noticed there is a manual Batch allocation option on the batch group, I may be able to use this to allow manual entry.
        Will need to verify if this is the option that does allow the Batch ID to be seen on the Mobile device or not. This is the current gap I have.

        Regards,

        Jason

        Like

      • I have tested this again with the Batch group associated with the Item. Still no Batch Id on the Mobile device. Had a look at the actual Putaway mobile menu item and nothing flagged to update this. Thought there may be a option to show but there doesnt appear to be. Quite frustrating!

        Jason

        Like

  2. Hi Lachlan,

    I haven’t used Batch grouping before? The end user is allocating the Batch Id provided by the Vendor at time of receipt. Will turning this on cause any issues with the Batch allocation? I see there is a manual Batch allocation flag on the group.

    If this turns on the Batch ID on the Mobile device then I guess I will flag it on the Batch items, but will need to test if there is anything else that it affects at time of receipt.

    Thanks,

    Jason

    Like

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