You can track and manage the batches of a product.


List of Procedures


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 description in the search field and then select 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 two batches, BATCH0102 is released, while BATCH0304 is created and is waiting for release.
  • As the Release button is inactive for BATCH0304, we are involving another user in the release action (the creator cannot release the batch).



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



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


FieldDescription
Batch IDEnter the batch ID. The entered value can be a maximum of 20 characters and must be GS1-compliant.
Manufacturing dateBy using the date picker, select the manufacturing date.
Expiration dateBy using the date picker, select the expiration date.
QuantityOptionally, enter the quantity that belongs to that batch.
Unit of measurementIf you add a quantity, provide the unit of measurement. For example, Liter, Kilogram, Pieces, Ltr, Kg, or Pcs.


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


In the following example, we created BATCH0506 for product "01122334455667" next to BATCH0304, while BATCH0102 is released. The Release button is inactive for BATCH0304 and BATCH0506, so we are involving another user in the release action (the creator cannot release the batch).





Next Steps


Release the batch. For more information, see Releasing a Batch.


Back to the list of procedures


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 printing a label with that batch. You can only print labels for a batch that is in Released status.


Depending on application settings, the user who created the batch or another user must release the batch. By default, another user must be involved to release the batch. The setting can be changed and you can also 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 description in the search field and then select 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 - BATCH0304 and BATCH0506 - are waiting for release. The logged-in user is allowed to release those 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 the Reset filters icon.


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


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


Example:





Back to the list of procedures


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. A few examples:


Case TypeCase ExampleWhat Does the Batch Page Display?
Input of productionBatches are created in the UI waiting for releasing them.The batch has status Created and there is an action button (Release) for the approver. The batch label can be printed after releasing the batch.
Output of productionBatches are created over API as a result of serialization and aggregation activities on the shopfloor.The application displays data about the produced items (packs) having that batch and there is no action button for the user.


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 description in the search field and then select 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 Reset filtericon.


In the following example, we are searching for product code "01234567891234" and are viewing its batches. BATCH002 and BATCH02 were created over API and they have produced packs. The packs were produced by a packaging line on the shopfloor and they may be involved in serialized logistics. This example reflects the output of production:



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

  • BATCH0102 and BATCH0304 are released and are ready for printing.
  • BATCH0506 is waiting for release, which is a mandatory step before printing.

This example reflects the input of production (printing):



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 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:


StatusDescription
ActiveThe pack is in Active status after the pack is produced but not commissioned (reported) to the market yet. Commissioning approval is pending.
CommissionedThe pack is in Commissioned status after the produced pack is reported to the market.
DestroyedThe pack is in Destroyed status after the pack is decommissioned and marked as destroyed due to damage.
SampledThe pack is in Sampled status after the pack is decommissioned and marked as a sample.


In the following example, for "BATCH002", the total amount of packs is 79. The packs take four statuses as follows:

  • 44 packs are in Commissioned status.
  • 19 packs are in Active status.
  • 13 packs are in Destroyed status.
  • 3 packs are in Sampled status.




Back to the list of procedures