Note
The Batch Management feature in the Production client application has the same functionality as the Batch Management feature in the NPI client application (NPI > Logistics > Batch Management).
Batch Management allows production planners to drag-and-drop batches into three categories/statuses: Unscheduled Batches, Pending, and Activated.
Unscheduled Batches
are waiting to be worked on. When you drag a batch to the Unscheduled Batches column in the Batch Management window, you can edit the batch settings.
Pending batches are activated automatically when you specify an activation date.
Activated
batches are in progress; these are the only batches visible to shop floor users.
Log into
the Production
client application.
Select
the Advanced Features
button 
button (the gear) at the top of the window, then select
the Batch Management button to view all unscheduled, pending, and activated batches.
Select
the Show All States
button 
button in the upper-right corner of the window to view additional batch statuses
of On Hold, Complete, Closed,
and Rejected:
On Hold - A batch is being held.
Complete - A batch is completed in FactoryLogix.
Note
A batch in
a Complete
status is still available in the Analytics client application when you filter for Open batches. In comparison, batches with
a Closed
status display in the Analytics client application as Closed. The status you select depends on your reporting requirements for production data.
Closed - A batch is closed/finalized (this status is typically used when the batch is rectified in your ERP system).
Rejected - A batch that has an approval assigned to it is rejected during the approval process.
To search for a batch, select
the Search
(the binoculars) button.
Select
the Search Options button (...) to display additional search options to search by assembly, by batch, by order, by customer, or by activation date.
Use
the Order By:
drop-down to change the viewing order of batches in the window.
You can order batches
by Assembly, Batch, Customer, Date, Order, Priority (if enabled in NPI global settings), or by Quantity.
Select
the Show Priorities
button 
button in the upper-right corner of the Batch Management window to display
the Priority Management
dialog.
You can drag and drop batches into these areas and then set priorities (High, Medium, and Low for example) using the Edit Category drop-down.
Select the Edit Categories
button under Priority Management to create and edit the priorities and the colors assigned to them.
| Info |
|---|
Important The Show Priorities |
button is only visible
|
tab). |
button under Priority Management to create and edit the priorities and the colors assigned to them.
Select the Show Areas button
When set to False, batches will use the priority system and you will see the Priority button in the Batch Management window. |
Select the Show Areas button to display the factory areas (created in the Factory Resources section of NPI).
