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).
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.
| Field | Description |
|---|---|
| Batch ID | Enter the batch ID. The entered value can be a maximum of 20 characters and must be GS1-compliant. |
| Manufacturing date | By using the date picker, select the manufacturing date. |
| Expiration date | By using the date picker, select the expiration date. |
| Store day as "00" | Select the checkbox if you want to store the day of the expiration date as "00". When this option is activated, the batch expiration date is handled in the YYYY-MM format (year and month only). |
| Quantity | Optionally, enter the quantity that belongs to that batch. |
| Unit of measurement | If you add a quantity, provide the unit of measurement. For example, Liter, Kilogram, Pieces, Ltr, Kg, or Pcs. |
| Expiration date extended by the authorities | Select this checkbox when the authorities extended the expiration date of the batch. Applicable to the USA market. |
| Extended expiration date | Specify the extended expiration date by using the datepicker. Only applicable when the Expiration date extended by the authorities checkbox is selected. Applicable to the USA market. |
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 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.
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.
- All batches can be edited.
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". The batch is in Created status and we want to edit it:
In the following example, we are searching for "BATCH0102". The batch is in Released status and we want to edit it:
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.
| Field | Description |
|---|---|
| Batch ID | Enter the batch ID. The entered value can be a maximum of 20 characters and must be GS1-compliant. |
| Manufacturing date | By using the date picker, select the manufacturing date. |
| Expiration date | By using the date picker, select the expiration date. |
| Store day as "00" | Select the checkbox if you want to store the day of the expiration date as "00". When this option is activated, the batch expiration date is handled in the YYYY-MM format (year and month only). |
| Quantity | Optionally, enter the quantity that belongs to that batch. |
| Unit of measurement | If you add a quantity, provide the unit of measurement. For example, Liter, Kilogram, Pieces, Ltr, Kg, or Pcs. |
| Expiration date extended by the authorities | Select this checkbox when the authorities extended the expiration date of the batch. Applicable to the USA market. |
| Extended expiration date | Specify the extended expiration date by using the datepicker. Only applicable when the Expiration date extended by the authorities checkbox is selected. Applicable to the USA market. |
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 14-November-2024 for BATCH0102 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.
| Case | Input or Output of Production? | What Does the Batch Page Display? |
|---|---|---|
| Batches are created in the UI waiting for releasing them. | Input | The batch status is Created and there are action buttons:
|
| The released batch is printed on labels. | Output | The batch status is Released and there are action buttons:
|
| Batches are created over API as a result of serialization and aggregation activities on the shopfloor. | Output | The application displays data about the produced items (packs) having that batch. The following action buttons are applicable:
|
| The batch is recalled. | Output | For the cases when the batch was created over API, the application displays data about the produced items (packs) having that 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.
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 batch.
- 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, BATCH0304, and BATCH0506 are released and are ready for serialization activities.
- 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.
- 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:
| Status | Description |
|---|---|
| Active | The pack is in Active status after the pack is produced but not commissioned (reported) to the market yet. Commissioning approval is pending. |
| Commissioned | The pack is in Commissioned status after the produced pack is reported to the market. |
| Decommissioned | The pack is in Decommissioned status. |
In the following example, for "LOT-1234567", the total amount of packs is 22. The packs take the statuses as follows:
- 12 packs are in Commissioned status.
- 5 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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