WAREHOUSE BATCHES

The batch constitutes a specific quantity of the assortment which is located in the warehouse and has specific features. The features include:

• Acceptance to the warehouse document, and particularly its number, date of issue and the supplier's code.
• Date of entry of the assortment into the warehouse (document's confirmation date).
• Purchase price of the assortment.
• Batch number the sequence of signs - the maximum length consists of 50 signs; batch number can derive from the assortment's producer/supplier. It can also be assigned by a user of the Modus system.
• Expiry date is assigned to the batch and indicates a use-by date of the batch.
• Status of the batch depending on the system configuration, it can provide the batch with a special feature (e.g. a defective product, a customer-provided material, etc.) or remove a selected batch from the warehouse turnover.

• every warehouse receipt automatically creates a new batch of the assortment. The preview of the assortment's batch is available in the module Warehouse→Inventory balance in the tab Batches.
• for every assortment you can enable an option registry of the batch features. Then, by creating a delivery document you can define a batch number or an expiry date.
• the batch registry is strictly correlated with the release algorithm of the assortment and evaluation of the warehouse. Modus system evaluates actual purchase prices. The algorithm of the assortment issue can be defined in the warehouse options.
• Modus offers an option of assortment's reservation from the specific batch, not only from the total amount. You can decide which batch will be used for production and which one will appear on the sales/issue document.

In default settings of the assortment, the service of the additional features of the batch is disabled. The system uses general features of the batch - a number of the receipt document, a date of acceptance or delivery, suppliers, that are issued automatically at the time of creating an external delivery document.

To enable the registry of the other batch features you have to activate appropriate options on the assortment's card, in the tab <Batches>:

• In the box <Use batch features> there are two options: <Batch numbers> and <Expiry date>. Marking any of these options will cause that during creation or edition of the warehouse receipt document you can insert chosen features. Entering the feature will be possible for every position of the document receipt.

In order to allow the reservation and assortment's release from the chosen batch, you have to activate the function „Register the batch numbers”, and in the box <Reservations> choose one of the options„:

• <Reservation only from the total amount> it is a default setting for the assortment. It means, that the assortment's reservation always takes place according to the total available amount of the particular assortment. The release is realized according to the valuation algorithm, defined in the tab <Valuation>.
• <Required reservation from the chosen batch at the time of document's confirmation> means that until the release, you can reserve the assortment from the total amount. It will be impossible to confirm the release document, until the particular batch is chosen.
• <Required reservation from the chosen batch at the time of document's creation> means that during the creation of document the user should always indicate the batch, from which the reservation will occur.
  • Reservation required as a whole from one batch - in the process production you have to reserve the warehouse batch, that will completely cover the demand. When in the warehouse there are some batches but any of them will not cover the demand, the reservation will not be possible.
  • Automatic choice of the batch for the reservation at the time of document's creation - at the time of the production order confirmation, the automatic reservation of materials will take place.
• <Quality control required during the assortment receipt> means, that after the batch receipt it is necessary to conduct the quality control. Received batch is blocked, it does not increase the inventory balance and can not be used in the production process. After the successful completion of the control, the batch is unblocked. When the status 'Defected assortment' is chosen, the batch can only return to the supplier. The option relates only to the MATERIALS. More information you can find here.
• <Quality control required in the production> - enabling this option initiates the quality control for a particular product. During the registration of the production process, on the terminal you can register the quantity processed correctly as well as the quantity processed incorrectly. In the end, the employee responsible for the quality control adequately classifies the raedy-made products.

++++ Screen: Warehouse batches | ++++