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Microsoft Dynamics AX (Archived)

Batch number for every product should be created at Product receipt level : reg

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Posted on by 85

Dear All,

I am facing a specific issue with one of my clients necessarily want the batch numbers for every item to be created at the Product receipt Level In Purchase Orders.

In Standard Ax The batch numbers are created at the PO level itself. The same batch numbers are applicable for the items when received at the product receipt level eiither partially or completely. 

How ever My client want a unique Batch number  to be generated for every item at the product receipt level, every time the product receipt form is opened. i.e If a PO is done for  an Item "A" with Purch Qty of 100. During 1st GRN for that item it should take an batch number like A- 001 for a qty 10 received now. During next product receipt for the item in  same PO it should take an new value Like A-002.

How could this be possible. How can i proceed with this kind of customization. Please help me in this regard

With regards

Bharat V

bharatvenkatraman@gmail.com

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  • André Arnaud de Calavon Profile Picture
    299,353 Super User 2025 Season 2 on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Hi Bharat,

    Have you tried to enable the tick boxes 'Only for inventory transactions' and 'On physical update' on the number group? This should enable multple batchnumbers (per receipt).

  • Bharat Venkatraman Profile Picture
    85 on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Dear Andre,

    In my customization, the batch number is made manual & i am creating item wise batch numbers for every product by clicking a customized button in Product receipt level. here I am creating batch numbers for products for which user gives receive now qty & posts the same. While create another product receipt for the item under the same PO , the system is generating a new batch number which is not getting reflected at the inventory level.

    Please do suggest , if creation of batch numbers is possible only at product receipt level without creating any effect at PO level.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Batch number for every product should be created at Product receipt level : reg

    hi Bharat,

    I agree with Andre's comments.

    If I understood the requirements behind the customization right, what you are trying to achieve is to generate a new batch number based on item on the click of a button at the product receipt.

    If that's what you are trying to achieve, then this could be done without customization using different batch number groups for different items and not keeping the allocation manual. You could try to convince customer to have logical groupings of batch number groups and have different number sequences / setup per group. That way this customization could be avoided along with need to click a button.

    There could be technical issues with the custom code, why the batch number number is not getting reflected on inventory transactions.

    Regards,

    Dwij

  • Bharat Venkatraman Profile Picture
    85 on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Dear Dwij,

    I think you got the issue faced , but partially. I tried to do the above customization in two ways :

    1. Creating logical grouping of items & assigning the number sequence at item group level. In this case however the system is not generating a separate batch numbers for every receipt created out of a same PO. the created batch number is generated at PO level and becomes applicable for all quantity defined in the PO. hence for every new receipt the old batch number is itself assigned.

    2. In the second case, I am creating the batch number for every item by clicking a button at PO level This batch number is updated in Invent batch table. the Generated Invent din is update in Purch Parm Table, Vend PackingslipJOur, Inventtransorigin & Invent Trans table at the click of Ok button, However the Parm tables & VendPackinglsipJour are updated correctly. the Inventory tables are taking the latest created batch number while overwriting the old generated Batch number.

    The client being a Medical Service Provider is stubborn on having batch numbers to be created at product receipt level. He does not want the same batch number the be displayed at PO level. Their requirement is that the Batch number & its framework should work only from product receipt level only.

    If you still  want to see my code. Please tell inform . I will try to keep certain required chunks for your reference.

    Thanks & regards

    Bharat V

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Hi Bharat - No customization is required, unless customer wants a fancy number sequences for generating the batch numbers.

    Could you please confirm that you explored the AX's batch number group functionality and this group is attached as batch group for the item in question.

    Batch number group is present at Inventory  Management > Setup > Dimensions > Number Groups (Do the setups here and ensure that manual allocation is not checked! other two checkboxes must be checked)

    On Released Products , in Manage inventory go to Tracking group and assign the above created group.

    Please do the transactions and let me know!.

    Note: It will update the batch numbers at inventory transactions only. So to verify the batch numbers refer to batch number on Inventory transactions.

  • Community Member Profile Picture
    on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Hi Andre

    Could you please give the navigation path for Number Group Form in AX?

  • Community Member Profile Picture
    on at
    RE: Batch number for every product should be created at Product receipt level : reg

    Found the path......was confuse in Group or Number sequence.

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