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Batch Number Template Designer

Producer steps for setting how batch numbers are formatted and incremented with the Batch Number Template Designer in Encompass. Needs Purchase PO Edit permission and v21.10+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.10

Pre-Conditions

  • Required Permission - Purchase PO Edit

Steps

Batch Number Template Designer
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The Batch Number Template Designer is used to set how Batch Numbers are formatted and how the numbers increment.
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1. Navigate to the 'Batch Number Template Designer' dashboard using the universal search bar.
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2. Drag and drop the Batch information tiles in the Options section to the empty slots on the right to set how the Batch Number will populate.
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3. You can also drag and drop tiles between slots to reorder them.


4. Once the Batch Number slots are populated in the desired order, click Save Changes to confirm.
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Once a new Batch is created the Batch Number will populate with the options selected. In the example below, the Batch Number will populate as - Location, followed by the Next Batch Number, and finally the Brand Code.

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