Manufacture Batch Documentation

Modified on 09/05/2024 08:01 AM by Baruku — Categorized as: Uncategorized

Manufacture Batch¶

ComCept has created a module to allow users to convert raw materials into finished goods. Properly set up, this module will remove consumed materials, increase sellable products, and properly account for them. Manufacture Batch contains two distinct processes, Formula and Manufacture Batch. A Formula is essentially a template or starting point for a Manufacture Batch, all Batches require a Formula.

This page is where the formulas will affect inventory once the batch is complete. Users can alter the batch, any alterations will not be reflected in the original formula.

For further information on how to create a Formula, here is a guide on how to get started: Formula Documentation

Security Permissions to create Manufacture Batches:¶

• Formula_Manufacture_Delete - Allows users to delete an existing batch

• Formula_Manufacture_Save - Allows users to create, edit, and delete items on a batch

• Formula_Manufacture_View - Allows users to see the Manufacture Batch page

Preferences¶

On the Inventory tab in Preferences, there are three GL accounts that are required to be set to complete a batch. These account will be used during the Inventory Adjustment process once a batch is complete.

Manufacture Batch Home screen:¶

This page is where the formulas will affect inventory once the batch is complete. Users can alter the batch; any alterations will not be reflected in the original formula.

1. Search for batches using filtering criteria:

Batch Name - Allows the user to search for any piece of the name
Formula Name – Allows the user to search by any existing formula within a batch
Ingredient – Allows the user to find a formula based on an item in the formula
Date Started – Allows the user to search by the date a batch was created
Lot Number
Status - Started and Completed are the available statuses

Note:

Started - A Manufacture Batch has been created but not finalized.

Completed - A Manufacture Batch is completed. Once completed you cannot use this template again to create another batch, you must start with a new one. A user cannot edit a completed batch,

2. Select Search after selecting your filtering criteria to filter the list of batches meeting your criteria

3. Select Clear to clear all the filtering selections

4. Select the Delete icon to delete an existing batch

5. Select the Edit icon to edit an existing batch

6. Select Add New to create a new batch

Manufacture Batch Details screen¶

This page will allow you to choose an existing Formula template and add specific materials to your Manufacture Batch. You must first select an existing Formula and type in a Batch name, once complete then click Save button to see Formula template appear in the grid.

1. Manufacture Batch Details:

Formula – this will be the existing Product formula used to create a batch
ID
Batch Name
Lot Number
Multiply Batch Qty By – multiplies the Batch Qty for Input and Output Materials when selected
Batch Status
Notes

2. Input Materials - grid of raw materials for the base formula and any added item

a. Users can add any Inventory or Non-Inventory item (Preference permitting).

b. Select the red X to remove an item from the Input Materials grid.

3. Output Materials - grid of all raw materials for the base formula and any added item

a. Users can add any Inventory or Non-Inventory item (Preference permitting).

b. Select the red X to remove an item from the Input Materials grid.

c. Percentage - This field allocates the cost of input materials to the various output materials. The percentage should add up to 100.00% For example: The total Input cost of materials is 100 dollars and there are two Output Materials. Output Material 1 has 75% and Output Material 2 has 25%. When a Manufacture Batch is completed that uses this Formula, 75 dollars of the cost will go to Output Material 1 and 25 will go to Output Material 2.

d. Packaging - Optional - This field allows a user to select another Formula (Packaging Type) and associate it with an Output Material. This association will be used to apply additional packaging cost to only this Output Material.

4. Finalize Batch – allows user to see a cost analysis of items before manufacturing a batch

5. Save - saves any changes made to the batch

6. Discard - removes any changes made to the batch

7. Return to List - returns user back to the Manufacture Batch search screen

Note: You will be prompted to Save or Discard any changes if you have not already before you can leave the formula details screen using Return To List

Packaging Information screen¶

This screen will allow a user to view items that are within a Packaging formula selected for the Manufacture Batch. Users will be able to add or remove items, and adjust the quantity of the item in the package. It will not modify the original packaging template created.

1. Multiply Packaging By – multiplies the item quantity within a Package when selected

2. Packaging Details - grid of raw materials for the Package and any added item

a. Users can add any Inventory or Non-Inventory item (Preference permitting).

b. Select the red X to remove an item from the Packaging grid.

c. Item

d. UOM

e. Item description

f. Item Quantity

g. Item Weight

h. Net Weight

3. Save - saves any changes made to the Packaging formula

4. Discard - removes any changes made to the Packaging formula

5. Close - closes the window and returns user to the Manufacture Batch details screen

Finalize Batch screen ¶

This screen will allow the user to finalize a Manufacture Batch and see a cost analysis of the items within the batch.

1. Data within grid:

Formula Name - formula used within the batch
Formula Type - Product or Packaging
Item Code
Description - Description of the item
UOM - unit of measure of the item
Units Used - qty amount of the item in the batch
Current Cost
Extended Cost - the product of Units Used and Current Cost
Batch Unit Cost
Cost Diff - percentage difference of the Current Cost and Batch Unit Cost
Batch Cost - product of the Units Used and Batch Unit Cost
Total Produced - sum of all of the Batch Cost

2. Manufacture Batch - this will finalize the Manufacture Batch and perform Inventory Adjustments on the items within the batch on the GL accounts specified in the Preferences.

3. Cancel - sends the user back to Manufacture Batch Details Screen