Page History: Manufacture Batch Documentation
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Page Revision: 08/23/2024 08:45 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.
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:
a. Batch Name
b. Formula name – any existing formula within a batch
c. Ingredient – any items that were included in a batch
d. Date Started – date when a batch was created
e. Lot Number
f. Status – Started or Completed
i. 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
1. Formula – this will be the existing Product formula used to create a batch
2. ID
3. Batch Name
4. Lot Number
5. Multiply Batch Qty By – multiplies the Batch Qty for Input and Output Materials when selected
6. Batch Status
a. Started
b. Completed
7. 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
8. 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
9. Finalize Batch – allows user to see a cost analysis of items before manufacturing a batch
10. Saves any changes made to the batch
11. Discards any changes made to the batch
12. Returns you 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. Formula Name
2. Formula Type - Product or Packaging
3. Item Code -
4. Description - Description of the item
5. UOM
6. Units Used - qty amount of line item in batch
7. Current Cost
8. Extended Cost - the product of Units Used and Current Cost
9. Batch Unit Cost
10. Cost Diff - percentage difference of the Current Cost and Batch Unit Cost
11. Batch Cost - product of the Units Used and Batch Unit Cost
12. Total Produced - sum of all of the Batch Cost