13/03/2025 - Item Batches Screen - Improved Functionality

13/03/2025 - Item Batches Screen - Improved Functionality

Item Batches Screen - Improved Functionality

Minor Update 202 includes some significant changes to the functionality of the Item Batches screen.
 
  • We now record the Source Reference in the Source field. Eg: Adjustment No, Count No, Assembly Order, Receipt or PI Batch Number. This is a pre-requisite to an eventual “Go To” option to be introduced at a later stage.
 
  • You can amend the Expiry Date from the Inventory Change screen as is at present however it will also update the Expiry Date shown in the Item Batches screen and the Expiry of all inventory records associated with that batch .This ensures that a batch with inventory spread over multiple locations always will have the same Expiry Date.
    • You can now also amend the Expiry Date of a Batch from within the Item Batches screen. If that batch has inventory on Hand, then all inventory records having that Batch Number will be updated with the New Expiry Date.
    • The Notes field of the associated batch will be automatically updated with a new note line of “Expiry Changed From yyyy/mm/dd”.
    • A New Status Change Log entry will be written if the Expiry Date is changed. This will show the Batch Number and the Ostendo user, Change Date and Time along with a Changed Source of “Expiry Change”. The Data Sheet ID field will contain the previous Expiry Date.
 
  • The Inventory Change screen also allows for the Batch Number to be changed as is at present, however all occurrences of inventory for that Batch will be updated. This change will also simply change the existing Item Batches record Batch No.
    • The Notes field of the associated batch will be automatically updated with a new note line of “Batch Changed From xxxxx”.
    • A New Status Change Log entry will be written if the Batch Number is changed. This will show the Batch Number and the Ostendo user, Change Date and Time along with a Changed Source of “Batch Change”. The Data Sheet ID field will contain the previous Batch Number.
 
  • If a Batch is manually created in advance of any inventory, when that inventory is receipted, it must have an Expiry Date equal to that set in the Item Batches screen. This also prevents further receipts etc.. of the same batch with different Expiry Dates.

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