(PM) Batches (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Inquiries > Dimensions > Batches.

Use this form to create, maintain, and view inventory batches.

Tasks that use this form

Add batch attribute values to an inventory batch

Create an inventory batch

Update the batch disposition status for an inventory batch

Reset shelf life dates for an inventory batch

Reset vendor batch details

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View a list of batches, or select a batch to view or maintain details. To add a new batch, press CTRL+N.
General	View or maintain details for the selected batch.
Description	If desired, type a free-form description of the batch or add any other pertinent information.

Buttons

Button	Description
On-hand	Open the On-hand inventory form to view on-hand inventory for the batch.
Transactions	Open the Inventory transactions form to view a list of inventory transactions for the batch.
Trace	Open the Trace inventory dimensions form to track inventory dimensions for the batch.
Inquiries	Open a submenu and select an option: Inventory blocking ─ Open the Inventory blocking form to view any transactions that block the on-hand inventory in the batch. For example, a blocking transaction may have been created because of damaged inventory items. Non conformances ─ Open the Non conformances form to view any nonconformance records associated with the batch. A nonconformance is generated when an item does not comply with predefined performance of quality standards. Quality orders ─ Open the Quality orders form to view any quality orders associated with the batch. Quality orders identify quality tests and test results for the batch.
Inventory batch attributes	Open the Inventory batch attributes form to view, add, or change batch attribute values for the batch.
Batch restriction	View processes that have been restricted (or blocked) for the batch. This field is available only if the batch status is Unavailable. You can also view this information in the Batch disposition master form.
Reset shelf life dates	Open the Reset shelf life dates form to add or change dates associated with the selected batch that include the batch creation and expiry dates, best before date, and shelf advice date.
Reset vendor batch details	Open the Reset vendor batch details form to add or change the vendor batch date, vendor expiry date, vendor batch number, and up to two countries of origin. You can specify whether to use the vendor batch date or vendor expiration date for the inventory batch.
Reset batch disposition code	Open the Reset batch disposition code form to change the disposition code and status for the batch. A record of changes that were made to the disposition code and status is retained in the History of batch disposition inventory form.

Fields

Field	Description
Batch number	View or enter the batch number dimension.
Item number	View or select the identifier for the item to be produced in the batch.
Manufacturing date	The date on which the inventory batch was produced or entered into inventory.
Expiration date	The expiration date of the batch. This date is calculated using the Shelf life period in days, which you specify in the Item data field group on the Manage inventory FastTab in the Released product details form.
Quality order status	The status of the quality order if one is attached to the batch. The values are None, Open quality order, and Closed quality order.
Shelf advice date	The date after which we recommend that an inventory batch or lot is retested to validate that it still meets testing standards. This date is calculated using the Shelf advice period in days. You specify this date in the Item data field group on the Manage inventory FastTab in the Released product details form.
Best before date	The date before which a batch is best used. This date is calculated using the Best before period in days, which you specify in the Item data field group on the Manage inventory FastTab in the Released product details form.
Batch disposition code	The disposition code for the batch.
Batch disposition status	The current status of the batch, which indicates whether inventory is Available or Unavailable to be issued from the batch.
Last tested date	The date on which the batch was last tested for quality compliance.
Vendor batch date	The date on which the batch was created as specified by the vendor. If the vendor batch date is provided and the Use vendor batch date check box is selected, this date is used as the actual batch date. The Shelf advice date will then be recalculated. You can reset the vendor batch date by selecting Reset vendor batch details from the Inquiries button.
Use vendor batch date	If selected, the Vendor batch date is used as the batch date.
Vendor expiry date	The date on which the batch expires as specified by the vendor. If the vendor expiry date is provided and the Use vendor batch date check box is selected, this date is used as the actual batch expiration date. The Best before date will then be recalculated. Note If the purchase receipt creates multiple batches, the vendor batch expiry date is used for all of the batches.
Use vendor expiry date	If selected, the Vendor expiry date is used as the batch expiry date.
Country/region of Origin 1	The first country of origin as specified by the vendor. This information may be used to meet Country of Origin Labeling (COOL) requirements. This is for information only. You can reset the country of origin using the Reset vendor batch details button.
Country/region of Origin 2	The second country of origin as specified by the vendor. This information may be used to meet Country of Origin Labeling (COOL) requirements. This is for information only. You can reset the country of origin using the Reset vendor batch details button.
Vendor batch number	The batch or lot number specified by the vendor. You can reset the vendor batch number using the Reset vendor batch details button.
Available Quantity	The total quantity that is available in all warehouses for the inventory batch.
Active quantity	The quantity of active ingredients at 100-percent concentration. Note For example, if there are 50 pounds of ingredients at 40-percent potency, the active quantity is 40 percent of 50 pounds, or 20 pounds at 100-percent concentration.
Base attribute	The batch attribute that is assigned as a potency base attribute.
Base value	The target or standard potency value for the specified base attribute.
Actual value	The actual value of the batch attribute that is specified for the potency item. Note The batch attribute actual value must be in the Minimum and Maximum range that is defined for the item in the Batch attributes by item form.

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