Serial and Batch Bundle

### NOTE: Every stock transaction requires a unique Serial and Batch Bundle to be created by the user. They are unable to use the same batch bundle and serial number for several stock transactions.

**IMPORTANT:**Allow Negative Stock for Serial/Batch Items has been eliminated in ERPNext. Negative stock transactions are prohibited for these items, even if they are enabled in Stock Settings.

1. What's New in Version 15 of ERPNext?

A new feature called Serial and Batch Bundle, which links Serial and Batch Nos in stock transactions, is introduced in ERPNext version 15.

Multiple serial numbers could be entered in a single column in the Serial No field, which was a Small Text field prior to version 15. Data integrity problems resulted from this.

To solve this, in version 15:

The Serial No field has been converted to a Link field.
Since child tables cannot be added inside of other child tables, a new Doctype known as Serial and Batch Bundle is introduced.

This facilitates the efficient selection and dispatch of multiple serial and batch numbers by users.

New

Configuration of Serial Number and Batch No

2.How It Works

All stock transactions involving serial or batch numbers need to be associated with a serial and batch bundle.
For each transaction, a new bundle needs to be made.
Bundle reuse is prohibited.

3. Auto Creation for Inward Transactions

3.1 Stock Transactions Covered:

Purchase Receipt
Material Receipt → Stock Entry

3.2 Required Configuration:

Regarding Serial Items:
- In the item master, set the serial number series.

For Serial No

Serial

Regarding Batch Items:
- Turn on the Automatic Creation of New Batches
- In the item master, set the batch number series.

For Batch No

Batch

3.3 Submission Outcome:

ERPNext will automatically:
- Generate Serial Numbers
- Make a Batch
- Make the Serial and Batch Bundle and connect it.

4. Auto Creation for Outward Transactions

4.1 Covered Stock Transactions:

Delivery Note
Material Issue → Stock Entry

4.2 Stock Settings Require Configuration:

Enable: Auto Create Serial and Batch Bundle For Outward
Set Pick Serial / Batch Based On to:
- FIFO / LIFO / Expiry

Pick Serial / Batch Based On

4.3 Submission Outcome:

The system will
- Pick eligible Serial/Batch Nos
- Automatically generate and connect the Batch and Serial Bundle

5. Inward Entry Manual Creation

5.1 Prerequisites:

Batch / Serial The system must already contain nos.

5.2 Steps:

To generate Serial/Batch Nos, use the Serial and Batch Selector or CSV Import.
Create the Serial and Batch Bundle by hand after that.
Connect this bundle to your stock purchase.

6. Manual Outward Entry

Creation Using Batch Selector and Serial
Choose pre-existing serial numbers or batches by using:
- LIFO, FIFO, and expiry logic
Create the serial and batch bundle by hand, then connect it.

7. Report on Serial No History

To check movement and history of Serial Numbers:

Go to Report → Serial No Ledger

8.1 Purpose:

Used for selecting existing or auto-creating serials/batches.

8.2 Disable Option:

Go to Stock Settings → Serial and Batch Item (Tab).
To disable it, enable "Disable Serial No and Batch Selector."

9. Using Old Serial / Batch Fields

9.1 Enable Option:

Go to Stock Settings.
"Use Serial / Batch Fields" should be enabled.

9.2 Outcome:

Transactions will contain old-style fields (such as Delivery Note).
On submission:
- The system continues to automatically create and link Bundle of Serial and Batch

9.3 Optional:

This can be disabled per document level if required

10. Manage Batch Field Update (Auto Bundle)

10.1 Behavior:

When a bundle is automatically created, the system automatically updates the Batch field.

10.2 To skip batch field update:

In Stock Settings, turn on "Do Not Update Serial / Batch on Creation of Auto Bundle."

10.3 Outcome:

The batch field stays empty
Batch Bundle and Serial are still connected.

Serial and Batch Bundle