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


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 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.


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.
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).
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 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, as the creator of the batches, 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 if the batch has not been released yet.


Note: It is not possible to edit a released 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.
  • Two batches - BATCH0506 and BATCH0708 - can be edited. The user is the creator of these batches so they are allowed to edit 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 the Reset filters icon.


In the following example we are filtering on BATCH0506 to edit it:



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


5. Update the batch master data.


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.
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).
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.


In the following example, we are changing the expiration date to 20-November-2022, and the quantity from 10 to 20 for BATCH0506:



6. Click Save.


Next Steps


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 but the user is not allowed to edit or delete them as the user is not the creator of 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 the Reset filters icon.


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


In the following example we are filtering on BATCH0506 and are reviewing its 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. A few examples:


CaseCase 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 are action buttons:
  • Edit icon and delete icon for the creator of the batch. This user can modify the batch or delete it.
  • Release button for the authorized approver. 
The batch can be involved in serialization activities 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 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 Reset filtericon.


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

  • The batches 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, BATCH0304, and BATCH0506 are released and are ready for serialization activities.
  • BATCH0708 and BATCH0910 can be edited, deleted, or released by the same user. The creator of the batch is allowed to release the batch that is controlled on the application level under the Settings tab.
  • BATCH1112 can be only 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 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.
DecommissionedThe 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:

  • 11 packs are in Commissioned status.
  • 6 packs are in Active status.
  • 5 packs are in Decommissioned status.




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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 released batch. 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 the Reset filters icon.


In the following example we are filtering on BATCH0708 to delete it:



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


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