Inventory Batches > Batch Exception

Batch Exception

The Batch Exception page is used when you need to add or remove inventory from a batch container, or transfer the exception to another batch container. It helps document the reason for the change and keeps the batch history up to date.

Navigation

Go to Inventory Batches > Batch Exception, or open it from the Add Exception action on a batch.

What you can do on this page

You can choose an exception category, select one or more containers, enter the amount to add or remove, and record the reason. Depending on the category, you can also connect the exception to a BPR, a cycle count, or another batch container.

Exception categories

P

BPR

Links the exception to a BPR by selecting a BPR ID.

C

Cycle Count

Links the exception to a cycle count record.

T

Transfer

Links the exception to another batch container when inventory is being moved.

How to add an exception

  1. Choose the category

    Select the category that matches why the change is being made.

  2. Select the related record if needed

    If the category is BPR, Cycle Count, or Transfer, choose the related item in the lookup field.

  3. Select the containers

    Choose one or more containers from the list.

  4. Choose the type

    Select whether the exception is a gain or a loss.

  5. Enter the amount

    Type the amount to add or remove and confirm the unit shown on the page.

  6. Enter the reason

    Explain why the change is being made.

  7. Add the container rows

    Click Add Container to build the exception table.

  8. Submit the exception

    Click the submit button to save the exception.

Closing a batch

If the batch needs to be closed, the page also includes a Close Batch option. Use that only when the batch should be reduced to zero and taken out of active use.

Reason is required

The page expects a clear reason for the exception before the change is submitted.