Assign and reserve batch attributes

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Assign batch attributes

You can assign batch attributes to individual products that are held in inventory batches, or you can assign the threshold for minimum, maximum, and target values for a batch attribute to products or specific customers. Before you can assign a batch attribute at the customer level, you must assign it at the product level.

The product must have the batch dimension set to Active in the tracking dimension group. To assign a batch attribute to an individual product, use the product-specific page. If the attribute is specific to a product for a customer, use the customer-specific page.

When you add an attribute to a product, you must also define other parameters, such as:

  • The minimum and maximum ranges for an attribute of the Integer or Fraction type.

  • The tolerance actions for an attribute of the Integer or Fraction type. If the value of the attribute falls outside the minimum and maximum range, the action can be either a warning message or an error message.

  • The target value for the attribute. This value is the optimal value of the attribute, and it applies to all attribute types.

Reserve batches

You can search on batch attributes when you perform batch reservations for a sales order to fulfill a customer's order or when you pick and reserve batches for a production order. The search helps you find product batches with batch attribute values that are within the range that is required for your production or sales order. After you locate the batch or batches, you can reserve the product to the originating inventory transaction line.