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Batch attributes

Overview

Similar to product attributes, batch attributes are user-definable attribute fields that can use different data types (string, fraction, date, integer etc.) to describe information related to a specific batch of stock. These attributes are particularly valuable for industries that deal with batch-managed products, such as food, pharmaceuticals, chemicals, and manufacturing. For example:

  • Viscosity for chemicals and liquids
  • Acidity for chemicals
  • Refractive index for optics
  • Granularity for materials.

D365 Setup
Create batch attributes

Batch attributes are set in Product information management > Setup > Categories and attributes > Batch attributes. Batch attributes can have the following types:

  • String
  • Integer
  • Fraction
  • Enumerate – a list of values
  • Date

If the batch attribute is of type integer or fraction, then the batch attribute can include a minimum, maximum and increment value and also the tolerance action. The tolerance action will determine whether any values outside of the min/max will be prevented or a warning given.

If the batch attribute is of type Enumerate, then the possible list of values can be entered via the Attribute enumerate values button.

Assign batch attributes to products

Before you can assign a batch attribute, the product must have the batch dimension set to Active in the tracking dimension group. The above attributes are then assigned to the released products via Released Products > Manage Stock > Batch Attributes > Product specific.

Then from the product specific form, the batch attributes can be assigned based on the following options:

  1. Table – gives an option to specify exact batch attribute that later on will be available to be assigned to the batch number
  2. Group – an option to pick batch attribute group. Batch attribute groups allow multiple attributes to be grouped together which can then be assigned to the product in one go rather than having to assign them individually.
  3. All – all batch attributes will be available to be assigned to batch number

The defaults from the batch attributes setup earlier will pull through, but they can be overridden for each product if required.

Assign batch attributes to customers

Once the product-specific batch attributes have been set, it may be that different customers will require different tolerance values. this can be configured via Released Products > Manage Stock > Batch Attributes > Customer specific.

The Customer-specific form is similar to the product-specific form but also allows the entry of a customer or group of customers to be specified along with their value requirements. For example, when selling the product to customer US-001, they require a concentration that falls between 15 and 24 but for any other customer, a concentration between 12 and 28 will suffice.

Batch attributes are typically created when the released product is created, and the batch attribute values are usually entered when the products are received or produced as part of a batch or lot and the specific batch details are recorded. Quality control testing is also another time that the attributes are often entered and the quality order results can be used to update the batch attributes. Additionally, as products move through the supply chain, batch attributes may be updated or adjusted when necessary. The exact process and timing for entering batch attributes may vary depending on your organisation’s specific business processes and needs.

Learning with Microsoft

Further information related to batch attributes can be found on Microsoft Learn via the URLs below.

Batch attributes – Training | Microsoft Learn

https://www.microsoft.com/en-gb/videoplayer/embed/RE3TDUx?postJsllMsg=true&autoCaptions=en-gb