Microsoft Dynamics 365 Finance & Supply Chain Management synchronizes batch and serial numbers between legal entities during intercompany (ICO) trade. Life Sciences Supply Chain Management extends this synchronization to the Sub batch tracking dimension, so that sub-batch numbers and their properties are carried from the shipping legal entity to the receiving legal entity during the intercompany process. Sub-batch uniqueness continues to be enforced separately in each legal entity.
Setup
The intercompany sub-batch synchronization is enabled per trading relationship, on both the vendor and the customer side, by setting the Sub batch number on inventory transactions checkbox in the Purchase order policies and Sales order policies sections of the Intercompany form:
On the vendor card (Accounts payable > Vendors > All vendors > General > Intercompany or Procurement and sourcing > Vendors > All vendors > General > Intercompany).
On the customer card (Accounts receivable > Customers > All customers > General > Intercompany or Sales and marketing > Customers > All customers > General > Intercompany).
When the Sub batch number on inventory transactions checkbox is enabled, the sub batch number is populated on the intercompany purchase order inventory transactions when the packing slip is posted on the intercompany sales order, regardless of the item's reservation hierarchy. By default, the checkbox is cleared.
Synchronized sub-batch properties
When the packing slip is posted on the intercompany sales order, the following sub-batch properties are copied from the shipping legal entity to the receiving legal entity, in the Sub batches form:
Manufacturing date
Shelf advice date
Best before date
Expiration date
Destroy by date
Desiccant expiration date
Text
Cautionary statement
Restriction types
Note
Sub-batch properties defined by a list of values (for example, Storage condition and Sub batch attributes) in the shipping legal entity are not synchronized to the receiving legal entity.
The items being received in the destination legal entity should not have rules (for example, shelf-life periods) that would otherwise recalculate the sub-batch properties upon registration, and the batch number group should be left blank or set to Manual, so that the synchronized values are not overridden.
Sub-batch integrity
Standard sub-batch integrity is enforced during the intercompany receipt: if a synchronized sub batch number already exists for a different item in the receiving legal entity, the system displays an error message and the sub batch is not registered again.
Synchronizing sub-batches manually
The standard Synchronize batch/serial numbers button now also synchronizes the sub batch. It is available:
Under the Intercompany button in the Registration form (Accounts payable > Purchase orders > All purchase orders > Purchase order line > Update lines > Registration or Procurement and sourcing > Purchase orders > All purchase orders > Purchase order line > Update lines > Registration).
Under the Intercompany button in the Packing slip journal form (Accounts receivable > Orders > All sales orders > Pick and pack > Packing slip journals or Sales and marketing > Sales orders > Pick and pack > Packing slip journals).
Following standard Microsoft logic, the button only synchronizes the sub batch when both the batch number and the sub batch are blank after sales order shipment.
Receiving via the client
When registering the intercompany purchase order receipt through the client, the batch number and sub batch number are populated automatically by the system in the inventory transaction. Upon registration, the user can select the Sub batch type and Container configuration, and modify the use code through the Reset use code button, along with the other inventory dimensions in the Registration form.
Receiving via a mobile device
Intercompany purchase orders can also be received through a mobile device, using menu items with Work creation process set to Purchase order item receiving, Purchase order line receiving, Purchase order item receiving and put away, or Purchase order line receiving and put away. The behavior depends on the Display sub batch numbers from inventory transactions radio button on the relevant Mobile device menu item (see Sub-batch generation via mobile device), available when the Display registration lines form parameter is set to Yes:
When set to No (default), the worker is prompted to scan each sub batch number in the Scan sub batch number step. The quantity is taken from the intercompany purchase order inventory transaction, and the Qty left to receive is recalculated after each scan.
When set to Yes, the Scan sub batch number step is skipped, and the registration lines display the sub-batches from the purchase order line inventory transactions based on the quantity received on the license plate.
When receiving an intercompany purchase order whose sub-batches are already populated, the duplicate sub-batch number validation is skipped, so the mobile device registration process is consistent with the client.
Direct delivery
The intercompany sub-batch synchronization also supports the direct delivery scenario. The warehouse used for the direct delivery must not be enabled for warehouse management (WMS) processes.