Page History: Manufacture Batch Documentation
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Page Revision: 08/28/2024 11:51 AM
Manufacture Batch
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.
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
- Formula name – any existing formula within a batch
- Ingredient – any items that were included in a batch
- Date Started – date when a batch was created
- Lot Number
- Status:
Started - A Manufacture Batch has started 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.
Note: 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 add specific materials to your Manufacture Batch. You must select an existing Formulas to choose from, once selected click the Save button on the bottom screen 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. Items to select from to add as Input Materials
b. Remove items from Input Materials
3. Output Materials - grid of all raw materials for the base formula and any added item
a. Items to select from to add as Input Materials
b. Remove items from Input Materials
c. Percentage
d. Packaging
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
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