1. 20 Batch transfer

2. This documentation and training is provided to you by beas group AG
This documentation and training is provided to you by beas group AG. The documents are neither approved nor in any way acknowledged or endorsed by SAP. For SAP Business One, only the documentation and training officially released by SAP shall be binding upon SAP. SAP shall not be responsible for any content of this documentation and training and this documentation and training shall not be binding upon SAP in any way.
The official current SAP Business One documentation and training for SAP Business One is available at and
5/8/2019

3. Requirements for this Tutorial
What you should successfully master
The basics of SAP
The basics of be.as

4. Learning Targets
After working through the lesson, you will be able to:
Post and manage batches
Mix batches of different items with other batches/items

5. Agenda The new module: Batch transfer offers the following functions:
Re-post a batch or a part of a batch to an existing or a new batch
Mix several batches into one
Combine several batches of different items with another item or batch
Fully integrated bin location capability

6. Batch transfer
Call up via Materials management – Batches - Batch transfer
Possibilities: mix several batches of different items to a different item/batch The batch number of the article is freely modifiable, posting reference and reason can be entered or different attributes of the new batch. Total number of items is suggested by the program, but us still changeable (in case of losses, etc.) After processing: post batch.

7. Workflow Post batch: Posting in SAP Document History
What happens at batch posting ?
In the backgroung manual postings are performed in SAP (issue and receipt)
A batch transfer document is created, which is linked to these two posting documents.
It is available through Materials management - Batches – Batch transfer - Button History.
History

8. Batch transfer history
13 Projekte freigeben
History : All batch transfers are displayed
Clicking on a document:

9. Batch transfer document view
13 Projekte freigeben
Document 1:
In SAP there are no batches and no such transfer, therefore simple postings are used.
Two documents are created: receipt and issue, normal SAP documents are created
Receipt document 36 refers to batch transfer document 25, this way tracking is possible
and mapping of original and new batch numbers through document 1
Like all listings, this one dynamically adjustable

10. Functions in customer order
Batch exchange possible directly in the customer order
Customer order: Field "quantity" Ctrl+Tab opens batch number selection
Selecting batch, take over as reserved batch.  From this, a delivery can be created.

11. Functions in customer order
Materials management - batches - batch transfer:
Tickbox „withdrawal customer order“: All open customer orders with reserved batches are displayed
New batches can be created in the customer order.

12. Necessary settings
Transfer several batches: Switched on per default. Several batches/items can be reposted to one batch. If deactivated, only one batch can be reposted to another batch.
Batch exchange in customer order: Turned off per default: If option "withdrawal of customer order" is activated, batch exchange is possible directly in the customer order.
Booking on another item number: Switched on per default: Both the change of batch and item number is possible.
Numbering for post in/charge off: A separate numbering can be chosen  for booking documents, created in the background;  this is to activate in SAP - Administration

13. Summary You can now: Transfer and mix batches
Mix batches of different items with other batches/items
5/8/2019

14. Thanks for your cooperation!