Changes to Batch Status

Use

Quality Inspection and Release

During goods receipts, for a purchase order, for example, the goods are posted to inspection

stock. The batch is given status unrestricted. However, the batch is not available as it is in

inspection stock.

Using the inspection results, you decide whether to accept the batch or not.

Once you have accepted the batch, you can use movement type 321 to make a transfer posting

from inspection stock to unrestricted-use stock.

If the goods are not accepted, you can change their status to restricted, and then use movement

type 321 to make a transfer posting from the inspection stock. As the status is restricted the

system automatically posts the goods to restricted-use stock.

Quality inspection and partial release

You may want to check the quality of a particular amount of goods (100 liters, for example) in

partial quantities (10 x 10 liters). In these cases, you might want to accept some partial lots, but

also need to reject others, as you are not dealing with one batch as you had expected, but with

several batches.

You handle these partial quantities as different batches and assign different batch numbers.

Depending on the inspection results, you assign status restricted or unrestricted to them.

Stock types

The status of the following stock types is directly linked to the status of the respective batch:

• Unrestricted stock

• Restricted stock

The status of the following stock types is independent of the status of the respective batch:

• Inspection stock

• Blocked stock

• Stock in transfer

• Blocked stock returns

Features

A change to the batch status starts a transfer posting from restricted to unrestricted stock, and

vice versa. All other stock types are not affected. They are status independent, and can always

be posted to. This makes it possible to use a partial release for quality inspection stock.

The ‘restricted’ stock and the blocked stock are treated identically as far as planning is

concerned.

If you change the status of a batch in the batch master record, the system automatically changes

the status of all subsets of this batch in all storage locations, and triggers an internal transfer

posting of the respective stock.

You cannot manually start a transfer posting of a batch from restricted to unrestricted stock, or

vice versa. A transfer posting of this type can only be triggered by changing the status indicator in

the batch master record.

Activities

1. You must set the Batch unrestricted or Batch restricted indicator in the batch master

record

Menu path:Logistics → Material master; Batch → Change

2. The system

• posts the stock of the batch from unrestricted-use stock to restricted-use stock, or

vice versa

• creates a change document for the change in master data

• creates a material document for the transfer posting