---
title: "Sub batch integration in intercompany processes"
slug: "sub-batch-integration-in-intercompany-processes"
description: "Synchronize sub-batch numbers in Microsoft Dynamics 365 for seamless intercompany trade, ensuring unique properties and integrity across legal entities."
updated: 2026-09-18T14:28:38Z
published: 2026-09-18T14:28:38Z
canonical: "docs.staedean.com/sub-batch-integration-in-intercompany-processes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sub batch integration in intercompany processes

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](/life-sciences/docs/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]
> 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](/life-sciences/docs/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.

## Related

- [Sub batch generation](/sub-batch-generation.md)
- [Sub-batch generation via mobile device](/sub-batch-generation-via-mobile-device.md)
- [Release 10.0.46.39 (January 2026)](/release-10-0-46-39-january-2026-life-sciences.md)