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 Batchesare 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 batchesare in progress; these are the only batches visible to shop floor users.
Log into theProductionclient application.
Select theAdvanced Features button (the gear) at the top of the window, then select theBatch Management button to view all unscheduled, pending, and activated batches.
Select theShow All States button in the upper-right corner of the window to view additional batch statuses ofOn Hold,Complete,Closed, andRejected:
On Hold- A batch is being held.
Complete- A batch is completed in FactoryLogix.
Note:
A batch in aCompletestatus is still available in the Analytics client application when you filter for Open batches. In comparison, batches with aClosedstatus 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 theSearch (the binoculars) button.
Select theSearch Options button (...) to display additional search options to search by assembly, by batch, by order, by customer, or by activation date.
Use theOrder By:drop-down to change the viewing order of batches in the window.
You can order batches byAssembly,Batch,Customer,Date,Order,Priority(if enabled in NPI global settings), or by Quantity.
Select theShow Priorities button in the upper-right corner of the Batch Management window to display thePriority Managementdialog.
Important!
The Show Priorities button isonlyvisible if you have access to batch scheduling by priority. An administrator must set the Use Batch Scheduling option (Production Portal category) to False in the Settings area of NPI (Global Optionstab). When set to False, batches will use the priority system and you will see the Priority button in the Batch Management window.
You can drag and drop batches into these areas and then set priorities (High, Medium, and Low for example) using theEdit Categorydrop-down.
Select theEdit Categories button underPriority Managementto create and edit the priorities and the colors assigned to them.
Select theShow Areasbutton to display the factory areas (created in the Factory Resources section of NPI).