Batch settings

Batch settings is a set of conditions and policies that determine how products batches are tracked in 1C:Drive.

For example, you can have batch settings that specify that:

Batch expiration dates are tracked with 1-hour granularity.
Batches with the closest expiration date are sold first.

Batch settings can be assigned to a product category, affecting all or some of the products in that category. A batch settings can be assigned to multiple product categories, but a product category cannot have multiple batch settings.

1C:Drive stores all batch settings in the Batch settings list. To open it:

Go to Company.
Under Enterprise, click All catalogs.
Under Products, click Batch settings.

In this list, you can:

View batch settings.
Create batch settings.

To assign batch settings to a product category, create a new product category. You cannot assign batch settings to an existing product category.

In certain business documents, like sales orders or goods issues, product batches can be automatically filled in accordance with the batch settings (for example, batches with the closest expiration dates can be filled first). For details, see Autofilling product batches.

1C:Drive offers a variety of reports to monitor product batches in stock.

Viewing batch settings

To view the Batch settings list:

Go to Company.
Under Enterprise, click All catalogs.
Under Products, click Batch settings.

The list columns can vary depending on the list settings. By default, the following columns are available:

Description. Batch settings name.
Batch number required when creating a batch. Indicates whether batch number is required when creating a batch.
Expiration date required when creating a batch. Indicates whether expiration date is required when creating a batch.
Manufacturing date required when creating a batch. Indicates whether manufacturing date is required when creating a batch.

To quickly find batch settings:

Sort the list by column by clicking a column header. To change the sorting order, click the header again.
Search the list using the search field above.

To view the batch settings details:

Double-click a batch settings line.

Creating batch settings

To create batch settings:

Go to Company.
Under Enterprise, click All catalogs.
Under Products, click Batch settings.
In the Batch settings list, click Create.
Fill in the batch settings details:
- Description. Batch settings name.
- Batch number. Select it if you want batch number to be mandatory when creating a batch.
- Expiration date. Select it if you want expiration date to be mandatory when creating a batch.
  Expiration dates are required for FEFO tracking policy.
  - Precision (expiration date). Expiration date granularity. For example, if you set it to "Month", batch expiration dates will look like "01/2023".
- Manufacturing date. Select it if you want manufacturing date to be mandatory when creating a batch.
  Manufacturing dates are for reference only.
  - Precision (manufacturing date). Manufacturing date granularity. For example, if you set it to "Month", batch manufacturing dates will look like "01/2023".
Review and, if necessary, edit Description template. It determines how batches are displayed in business documents.
In the Select warehouses these batch settings will apply table, add as many business units as you need and specify a tracking policy for each.
The following tracking policies are available:
- FEFO. In business units with this policy, the product batches with the closest expiration date are filled first in many documents, like sales orders. For details, see Autofilling product batches.
  Note. This tracking policy is only available if batch tracking by expiration date is enabled (the Expiration date checkbox is selected above).
- Manual. In business units with this policy, the user has to specify batches manually in all relevant documents.
- Referential. In business units with this policy, the inventory is not accounted by batch numbers. The batches are only specified in the receipt documents by reference. If you need products to be explicitly identified by batches in certain documents, change the policy of the relevant warehouse to Manual or FEFO.
Select Default tracking policy that will automatically apply to all warehouses that will be created at a later time.
Click Save and close.

Autofilling product batches

As you create a business document, you might need to specify product batches. Some documents, like sales orders or goods issues, have the Fill batches by FEFO tool that can help you do this automatically. The tool is applicable if you want to issue product batches depending on their expiration date, starting from the earliest one. The tool fills in product batches currently available in the warehouse where the products are issued from. This applies only to products that match the following conditions:

They belong to the product category with the batch settings where FEFO is the batch tracking policy for the warehouse where the products are issued from.
The Batches checkbox is selected on the Additional data tab of the product card.

To autofill product batches:

On a document's inventory tab (often named Products or Components), do either of the following:
- To autofill batches for certain products only, select product lines and click Fill batches by FEFO > In highlighted lines.
- To autofill batches for all products, click Fill batches by FEFO > In all lines.

Batches are filled in starting from the one with the earliest expiration date. For each new batch, a product line is added. If the product quantity in a warehouse is insufficient, this also adds a product line with a blank batch and remaining product quantity.

For example, a goods issue includes 100 bottles of orange juice. The warehouse stores two orange juice batches: 50 bottles in a batch with expiration date June 30, 2023 and 40 bottles in a batch with expiration date July 31, 2023. Then, after you apply the Fill batches by FEFO tool, the goods issue includes three lines with orange juice and the following details:

Batch = June 30, 2023, Quantity = 50.
Batch = July 31, 2023, Quantity = 40.
Batch is blank, Quantity = 10.

Product batch reports

When you have product tracked by batches in your warehouse stock, you may want to check their availability.

For this purpose, you can use the following reports:

Report	Description	How to open
Available stock by batch numbers	Shows products with batch numbers in stock at your company's warehouses, grouped by batch number.	Go to Warehouse. Under Reports, click Available stock and select report option Available stock by batch numbers.
Available stock by expiration dates	Shows products with expiration dates in stock at your company's warehouses, grouped by expiration date.	Go to Warehouse. Under Reports, click Available stock and select report option Available stock by expiration dates.

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