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Applying changes made to product recipes on open orders
Applying changes made to product recipes on open orders

Apply changes made to product recipes on open orders to ensure accuracy and efficiency in production.

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

During the course of a business, product recipes may change as you fine-tune the recipe or make other adjustments. You can edit default Product recipes for products by manually changing the ingredients or their quantities. You can update Recipes in bulk using our data import functionality.

Depending on the situation, you may or may not want to apply recipe changes to existing Open manufacturing orders (MOs) or Not received outsourced purchase orders (OPOs).

Product recipe changes won't automatically be applied to Open MOs or Not received OPOs for a product. In some instances, you may want to complete the open production jobs based on the previous recipe and only start using the new recipe for upcoming orders.

You can apply changes to a product's recipe to Open MOs and Not received OPOs in bulk with a few clicks or update recipes for MOs individually.

Apply bulk recipe changes to open MOs and not received OPOs

  1. After changing the product recipe of a product, a notification will pop up on the Product recipe / BOM tab, showing the number of open orders for that product.
    Click on Review them....

    Notification to review orders that have had a product recipe change

  2. A list of open orders for that product will be displayed.

    Orders that contain the changed product recipe

    Select the orders that you want to apply recipes changes to and click Update selected.

    Note: This list includes only Open MOs with a Not started production status and Not received OPOs without a generated PDF. If the production for the MO is Work in progress or Blocked, you can't update the recipe for these MOs using this window. You can still update the recipe for those MOs by navigating to the MO card and clicking on Refresh data.

    If you already made changes to the Ingredients list directly on specific MOs or OPOs, those orders won't be displayed on here. Again, you can go directly to the MO card to update the recipe in this case.

  3. Product Recipes for all selected orders have been updated.

    Note: Updates to a product recipe don't apply to the Ingredients availability status of a sales order (SO) if the sales item's availability is Not available. If the Sales item is Not available, the SO checks the inventory status for required Ingredients directly and if there are no MOs related to the SO. Katana will not update the Ingredients availability status for SOs in this case, and you can't update SOs from the Update MOs button either. However, if a MO is created for the products required by the SO and the sales items availability changes to Expected, this MO is created using the latest recipe, and this then reflected also in the ingredients availability for the SO.

Apply recipe changes to a single open MO

If a product recipe has been changed on the item card, and the changes haven't been applied to open MOs, Katana displays an option to update the recipe directly on the MO.

  1. Go to Make screen > Schedule tab and open a MO for that product.

  2. If the default product recipe for that product has been changed, a notification at the bottom of the screen will allow you to apply those changes to the MO.

    MO with a notification for changed product recipe

  3. Click Refresh data to update the ingredients list for only that MO.

    This will also automatically apply changes to the Operations table of the MO if there have been changes to the default production operations for the product.

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