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Configure serial and batch policies

Procedure​

  1. Open the item kind and its serial/series policy. Identify whether tracking is informational, by stock quantity, by storage unit, expiry or batch cost.
  2. Set the serial attributes and input method appropriate to the actual goods; assign the policy only in a controlled example before changing existing stock.
  3. Create a receipt with two distinct series or serials and verify the required quantity/date fields.
  4. Allocate an outgoing quantity and compare manual selection with the available automatic FEFO command. Verify quantities and dates across at least two available batches.
  5. Reconcile receipt, issue, return and balance for the same series. Check warehouse/bin handling separately if used.
  6. Where batch valuation is intended, run the cost report and calculation checks separately; selecting Lot does not prove per-series cost tracking.

See also: Set packaging and verify unit conversion.