You can track and manage the batches of a product in the Serialized Manufacturing application.

The following illustration shows the lifecycle of batches in Movilitas.Cloud.

List of Procedures

• Creating a Batch
• Editing a Batch
• Releasing a Batch
• Viewing the Batches of a Product
• Recalling a Batch
• Deleting a Batch

Creating a Batch

You can create batches by providing the batch master data. After creation, you or another user must release the batch.

Before You Begin

Make sure that you have defined the product master data.

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

Example:

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

You can also search for a batch by entering the batch ID in the search field on the Batches panel.

In the following example:

• We are searching for product "01122334455667" and are viewing its batches.
• The product has three batches, BATCH0102 and BATCH0304 are released, while BATCH0506 is created and is waiting for release.
• As the Release button is inactive for BATCH0506, we are involving another user in the release action (the creator cannot release the batch).
• BATCH0102 and BATCH0304 can be recalled.

3. Click Create Batch +. The application displays the Create batch window with a form.

The following example illustrates a batch that belongs to a product in a non-USA market:

The following example illustrates a batch that belongs to a product in the USA market:

4. Fill in the form as described in the table below. The required fields are marked with an asterisk (*) in the form.

5. Click Create. The batch is added to the list with the status Created.

In the following example:

• We created BATCH0708 for product "01122334455667" next to BATCH0102, BATCH0304, and BATCH0506.
• BATCH0102 and BATCH0304 are released.
• The Release button is inactive for BATCH0506 and BATCH0708, so we are involving another user in the release action (the creator cannot release the batch).
• The user can recall BATCH0102 or BATCH0304.
• The user can edit or delete BATCH0506 or BATCH0708. 

Next Steps

Edit or release the batch. For more information, see Editing a Batch or Releasing a Batch.

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Editing a Batch

The creator of the batch can edit the batch. A user who is not the creator of the batch cannot edit the batch.

The user cannot edit a released batch except for the case when the product is for the USA market. In that case, the user can extend the expiration date of the batch after approval from the authorities.

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

In the following example:

• We are searching for product "01122334455667" and are viewing its batches.
• BATCH0102 and BATCH0304 are released. The user can recall them but cannot edit them (the product is not in the USA market).
• The user can edit BATCH0506 and BATCH0708.

In the following example:

• We are searching for product "00001234567101" and are viewing its batches. The product is in the USA market.
• All batches are released. The user can edit or recall them.

3. Find a batch by entering the batch ID in the search field on the Batches panel. The batches are filtered based on the search criteria.

You can reset the filtering by clicking on the Reset filters icon.

In the following example, we are searching for "BATCH0506" of the previously selected product. The batch is in Created status and we want to edit it:

In the following example, we are searching for batch "USA001" of a product in the USA market. The batch is in Released status but the application allows editing (extending expiration date):

4. Click on the edit icon next to the batch. The application displays the Update batch window.

• Until the batch is released, the user can edit any property of the batch.
• Once the batch is released, the user can only extend the expiration date after approval from the authorities. Note: No built-in check.

5. Update the batch master data.

In the following example, we are changing the expiration date to 20-November-2022, and the quantity from 10 to 20 for BATCH0506 that is not yet released:

In the following example, we want to extend the expiration date to 06-December-2023 for batch USA001 that is already released:

6. Click Save.

Next Steps

If the batch is not yet released, release the batch. For more information, see Releasing a Batch.

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Releasing a Batch

Releasing a batch is a quality assurance step when the user approves the batch master data and the batch becomes ready for serialization activities. This step is required before using the batch in a printing order or a packaging order.

By default, another user must be involved to release the batch. The setting can be changed by a user with the "Administrator" role to allow the creator of the batch to release the batch. For more information, see A second user is required to release the batch checkbox under the Settings tab.

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

The Release button is displayed and is active for the batches that you can release.

In the following example:

• We are searching for product "01122334455667" and are viewing its batches.
• Two batches - BATCH0506 and BATCH0708 - are waiting for release. The user is allowed to release these batches.

3. Find a batch by entering the batch ID in the search field on the Batches panel. The batches are filtered based on the search criteria.

You can reset the filtering by clicking on the Reset filters icon.

4. Review the batch master data (batch ID and expiration date).

In the following example, we are searching for "BATCH0506". We are reviewing the batch master data:

5. If the master data is correct, click Release. The batch goes to Released status.

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Viewing the Batches of a Product

You can view the batch master data, the total amount of packs produced with that batch, the batch status, and available actions on the batch. By expanding the batch, you can check the active pack statuses and the number of packs for each status.

Since Movilitas.Cloud supports multiple scenarios for serialization and logistics, when viewing the batch details, consider that not all batch data may be applicable to your current use case.

The following table summarizes the relevant cases when working with batches.

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

You can reset the filtering by clicking on the Reset filters icon.

In the following example, we are searching for product code "01234561234567" and are viewing its batches.

• The batches were created over API and there are produced packs with these batches.
• The manufacturing date indicates "Not applicable" because the manufacturing date cannot be given over API.
• The packs were produced by a packaging line on the shopfloor and they may be involved in serialized logistics.
• It is possible to recall the batches.
• This example reflects an output of production.

In the following example, we are searching for product "01122334455667" and are viewing its batches that were manually created:

• BATCH0102, BATCH0304, and BATCH0506 are released and are ready for serialization activities. The user can also recall these batches.
• BATCH0708 and BATCH0910 can be edited, deleted, or released by the user. The user is the creator of the batch and is allowed to release the batch that is controlled on the application level under the Settings tab.
• BATCH1112 can be released by the user. The user cannot edit or delete the batch as this user is not the creator of this batch.
• The amount of packs is blank for each batch. This example reflects the input of production.

Note: If the batch contains a long string and it is not fully readable, hover your cursor over the batch to see the complete batch value.

3. Find a batch by entering the batch ID in the search field on the Batches panel. The batches are filtered based on the search criteria.

You can reset the filtering by clicking on the Reset filters icon.

4. Check the batch master data, the total amount of packs, and the batch status.

5. Click the > (Expand) icon next to the batch on the left to see the active pack statuses and the number of packs for each status.

Note: The application displays the actively used statuses only. If none of the packs is in a certain status, that status is not displayed.

The following table describes the pack statuses:

In the following example, for LOT-1234567, the total amount of packs is 22. The packs take the statuses as follows:

• 13 packs are in Commissioned status.
• 4 packs are in Active status.
• 5 packs are in Decommissioned status.

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Recalling a Batch

If there is an issue with a released batch, you can recall the batch. The batch status cannot be reverted and the product having that batch cannot be further distributed. 

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

You can reset the filtering by clicking on the Reset filters icon.

In the following example, we are searching for product "00123456678999" and are viewing its batches that were manually created:

• BATCH_TO_FILE, LAYOUT_TEST, and RECLL0417 are released and are involved in serialization activities.
• The user can recall any of the batches.

3. Find a batch by entering the batch ID in the search field on the Batches panel. The batches are filtered based on the search criteria.

The Recall button is displayed for the batches that you can recall.

You can reset the filtering by clicking on the Reset filters icon.

4. Confirm the batch master data (batch ID and expiration date).

In the following example, the search expression is "RECLL041". We want to recall the search result (RECLL0417):

5. Click Recall and confirm the recall by clicking Yes.

The status of the batch goes to Recalled.

Example:

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Deleting a Batch

The creator of the batch can delete the batch if the batch has not been released yet.

Note: It is not possible to delete a batch from the moment the batch is released. A user who is not the creator of the batch cannot delete the batch.

Procedure

1. In the Serialized Manufacturing application, select Products --> Batches tab. The application displays the Products panel.

2. Find a product by entering the product code or product name in the search field and then selecting the product in the search result. The application displays the Batches panel listing all the batches belonging to that product code.

In the following example:

• We are searching for product "01122334455667" and are viewing its batches.
• BATCH0708 and BATCH0910 can be deleted. The user is the creator of these batches so the user is allowed to delete these batches.
• BATCH1112 cannot be deleted by the user. The user is not the creator of this batch so the user is not allowed to delete this batch.

3. Find a batch by entering the batch ID in the search field on the Batches panel. The batches are filtered based on the search criteria.

You can reset the filtering by clicking on the Reset filters icon.

In the following example, we are searching for "BATCH0708". We want to delete the batch:

4. Click the delete icon and confirm the deletion by clicking Yes.

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