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Exact Synergy Enterprise   
 

Searching for Batch Numbers

Batch numbers are used to track and identify individual units of items from the same batch of production

Introduction

Batch numbers are used to track and identify items from the same batch of production. This page allows you to search for a list of batch numbers that are available. After clicking Show, you will see the results displayed in another page where other actions can be performed by clicking the hyperlinks.

Menu path

Logistics/Reports/Search/Batch numbers

Roles & rights

To assign, modify and delete batch numbers, function right 21 – Maintain Item (serial) numbers is required. Users with the Item number assigner role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click Show to display batch numbers that match the search criteria. You will see the results displayed in another page where other actions can be performed by clicking the hyperlinks.

Reset

Click this to clear the defined criteria.

Count

Click this to count the total number of batch numbers that meet the specified search criteria.

Default

Click this to display the default fields or sections.

Search

Click this to define the search criteria for the batch numbers that you want to view. This button is available after you click Show.

New

Click this to create a new batch number. This button is available after you click Show. For more information on creating new batch numbers, see Creating and Modifying Serial Numbers/Batch Numbers

Close

Click this to exit.

Description

General section

Batch number

Type a full or partial batch number to search for matching batch numbers.

Description

Type a full or partial description to display the matching batch numbers. There are five search conditions available when you click the icon. Each icon will change the search condition to:

  • Starts with - This displays batch numbers that start with this description.
  • Contains - This displays batch numbers that contain this description.
  • Equal to - This displays batch numbers that match the description exactly.
  • Empty – This displays batch numbers that do not have any description.
  • Not-Empty – This displays batch numbers with any description.

References section

Item

Type or select an item to display the batch numbers that are linked to this item.

Account

Type or select an account to display the batch numbers that are linked to this account.

Division

Type or select a division to display the batch numbers that are linked to this division.

Assortment

Type or select an assortment to display the batch numbers that are linked to the items categorized under this assortment.

Country

Type or select a country to display the batch numbers that are linked to this country.

Other section

Availability

Type or select a date range display the batch numbers that are valid within the date range. If you fill in a start date only, the batch numbers that are valid starting from the date are displayed. If you fill in an end date only, the batch numbers that are valid until this date are displayed.

Show: Requests

Select this check box to display batch numbers that are used in requests.

Show: Stock

Select this check box to display batch numbers that are linked to items with available stock.

Note: If you select this, the Show: Requests check box will automatically be selected. This is because you need to create a request to order stock.

Include: Inactive

Select this check box to display batch numbers that have expired. This option will display the active batch numbers as well as the expired batch numbers.

Show: Open

Select this check box to display batch numbers that are used in requests that have not been assigned to a resource.

Note: If you select this, the Show: Requests check box will automatically be selected. This is because requests are used to assign batch numbers to resources.

Person

Type or select a person to display the batch numbers that are linked to the items that are the responsibility of this person.

Template section

You can save your search criteria as a template. For more information, see Creating and Modifying Templates.

Customize

Click * at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.429.347
 Assortment:  Date: 24-09-2010
 Release:  Attachment:
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