First published on: 03/20/2026/10:41 pm
User Guide
This document provides an overview of the Lumiya Batch Management functionality.
It's based around SAP Batch Management, where each item has a batch or serial management flag that can be set.
The Lumiya process needs modifications to the inventory generation processes when synchronising with SAP, specifically for
Batch numbers would only be entered in Lumiya for these documents.
The option is:
This company setting would be required, though it would only allow the screen to display the additional batch/serial number fields. The item will still determine whether validation is required once it reaches SAP.
An item code setting in SAP B1 determines the batch/serial management requirement.
A company can disable/enable this setting, but if a batch-managed item is passed through Lumiya and this function is not enabled, it cannot be processed from Lumiya to SAP, as batch details are mandatory.
SAP would return an error like the one below for any batch-managed items that lack the correct batch details or any free-text batch reference entered incorrectly. Batches entered through Lumiya will show in a drop-down, but not those from SAP.
Batch management is for groups of products, so there can be the same batch across multiple lines.
When the PO is raised, there are no inventory updates, so these can be raised without batch details and no changes required.
When the GRPO has an item that requires details to be entered due to batch items, that information needs to be captured in Lumiya.
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At the point of pressing 'Issue' in the Goods Receipting' process, the above screen will appear and require batches to be created for this receipt.
The screen will show the items required, the total needed, and the total created so far. Note: Blank item references in the bottom panel.
Double click to select an item that you want to enter the batch detail for.
Enter the required batch reference and the quantity for this item, then press the 'Add' button to include additional references.
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Repeat this until the Total Needed = Total Created for all items (allocated will be shown in green on the line).
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Once all lines are completed, you can press ‘Done’ to automatically continue and issue the GRPO. Details can then be seen in the Batches tab.
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These batch details will be shown in the batch report in SAP.
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When the goods return is processed, it needs to reference any batch or serial information from the receipted items, so the correct lines are returned.
Lumiya will also show the available items and batches for selection in the drop-down from the base document.
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For reserved invoices, the inventory is not affected, so there is no requirement to contain batch information.
Invoices do not have inventory updates and therefore can be created in Lumiya or SAP and synchronise as normal.
No invoice updates should be allowed after a credit is copied or linked from the invoice.
Only credit notes have changes for batch management.
A credit note affects inventory, so you need to have the batch/serial number details entered as well.
When submitting the credit note, the batch information screen will appear and require you to enter the batch details.
Note: If partially credited, you can’t submit more than is needed, so you have to reduce the amount in the batches to allow it to process, as the system assumes you want to credit everything, and, if partial, you need to determine which batches.
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Marketing documents (Goods Receipt, Goods Return, and Credit Notes) will also include a batch tab to show entered batch information.
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Marketing documents (Goods Receipt, Goods Return, and Credit Notes) include batch management details from Lumiya to SAP only.
Master data will now include batch/serial management flags for item codes, so Lumiya knows whether an item is batch-managed.
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Last modified: 05/15/2026/2:42 pm |