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Note
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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
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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
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batches are in progress; these are the only batches visible to shop floor users.
Log into
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the Production
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client application.
Select
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the Advanced Features
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button (the gear) at the top of the window, then select
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the Batch Management button to view all unscheduled, pending, and activated batches.
Select
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the Show All States
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button in the upper-right corner of the window to view additional batch statuses
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of On Hold, Complete, Closed,
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and Rejected:
On Hold - A batch is being held.
Complete - A batch is completed in FactoryLogix.
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Note
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A batch in
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a Complete
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status is still available in the Analytics client application when you filter for Open batches. In comparison, batches with
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a Closed
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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.
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To search for a batch, select
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the Search
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(the binoculars) button.
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Select
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the Search Options button (...) to display additional search options to search by assembly, by batch, by order, by customer, or by activation date.
Use
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the Order By:
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drop-down to change the viewing order of batches in the window.
You can order batches
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by Assembly, Batch, Customer, Date, Order, Priority (if enabled in NPI global settings), or by Quantity.
Select
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the Show Priorities
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button in the upper-right corner of the Batch Management window to display
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the Priority Management
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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 |
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|
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tab). |
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When set to False, batches will use the priority system and you will see the Priority button in the Batch Management window. |
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Select the Show Areas button to display the factory areas (created in the Factory Resources section of NPI).
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