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Selecting ingredients from batches on manufacturing orders
Selecting ingredients from batches on manufacturing orders

Select specific batches for manufacturing orders in Katana for detailed inventory tracking.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Katana enables precise selection of batches for ingredients used in manufacturing orders (MO), essential for detailed inventory management and compliance. This process, required for completion of the order, ensures that each ingredient's batch is accurately tracked from start to finish.

You can select ingredients used in manufacturing from specific batches if you've enabled batch tracking for ingredient(s). This gives visibility into the exact ingredients used for making products for the MO.

Batches for ingredients on MOs are selected when the MO is completed (i.e. the MO's production status is changed to Done). You must select batches for batch-trackable ingredients to complete the MO.

  • Batches for ingredients on MOs can be reported from the Shop Floor App when an operator finishes an operation and consumes the batch trackable ingredients.

  • Batches can be tracked for both types of ingredients (materials and subassemblies) that are used in manufacturing.

  • You can only select batches from stock at the manufacturing Location of the MO.

Selecting batches for ingredients

  1. Change the Production status of the MO to Done or Partially complete

    Marking a manufacturing partially complete or done

    1. If you're tracking batches for a manufactured product and you haven't assigned a batch number to the MO yet, you will be asked to assign the products to a specific batch. Read more

      Error message that states that there are quantities which need to be assigned batches

    2. You will be asked to select batches for all ingredients that have batch tracking enabled.

      Note: If you've fully completing this order and you've already Partially completed it, you'll see 2 other steps here (Actual ingredients qty and Operations tracking)

      Adding batch tracking info when completing a manufacturing order

  2. Select a batch and define the quantity to be taken from the batch. You must select batches for the total quantity of the item. Only batches from the manufacturing location of the MO can be chosen.

    1. The Quantity to assign column shows the quantity which doesn't have a batch selected. You cannot complete an MO until the Quantity to assign has reached zero for all items on the list.

    2. In the Batch # column, you can select items from existing batches with a positive stock quantity.

      Adding the batch # to an item

      You can also select items from the "Unbatched" batch if there is either a positive or negative quantity for the item in the "Unbatched" batch.

    3. The Quantity to track column is the quantity of items you are taking from the batch selected in the Batch # column. By default, the quantity to track is filled with the maximum number of items available in the selected batch or with the total number required to assign in the respective column.

      If you don't select the entire quantity from a single batch, an additional row will be added to the table which will allow you to choose the remaining quantity from another batch.

      Shows an additional row being added if the entire quantity of a single batch isn't selected

    4. The Expiration date for the batch is shown if an expiration date has been assigned.

  3. Once batches have been selected for all items, click Confirm.

    Confirming batch data added to a completed manufacturing order

  4. The MO should now be Done or Partially complete and the ingredients taken from specific batches from your stock.

    You can edit batches for ingredients on Done manufacturing orders.

Note: Completing MOs in bulk directly from the Schedule tab in the Make screen isn't possible if you're tracking batches for ingredients on the selected MOs and the batches have not been selected for ingredients. You must select batches for ingredients on each MO separately.

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