In Katana, when you update a product's recipe (Bill of Materials - BOM), these changes do not automatically apply to existing Open manufacturing orders (MOs) or Not received outsourced purchase orders (OPOs). This approach ensures that ongoing production processes remain consistent and are not disrupted by changes made to product recipes.
To maintain accuracy and efficiency in your production, you can choose to apply these recipe changes to open orders either in bulk or individually, depending on your operational needs.
You can edit default Product recipes by manually changing the ingredients or their quantities. You can also update recipes in bulk using our data import functionality.
Bulk updating open MOs and not received OPOs
After modifying a product's recipe, Katana provides a notification to assist in updating open orders:
Notification prompt:
Navigate to the Product recipe / BOM tab of an updated product.
A notification will appear indicating the number of open orders affected by the recipe change.
Click on Review them... to proceed.
Review and select orders:
A list of open orders (MOs and OPOs) for the product will be displayed.
Select the orders you wish to update.
Click Update selected to apply the new recipe to these orders.
Note:
Only Open MOs with a Not started production status and Not received OPOs without a generated PDF are included in this list.
Orders with a Work in progress or Blocked status, or those with manually edited ingredient lists, will not appear.
For such orders, you can update the recipe individually by opening the specific MO or OPO and clicking Refresh data.
Confirmation:
Once updated, the selected orders will reflect the new product recipe.
Updating a single open MO or not received OPO
To apply recipe changes to an individual MO:
Access the MO or OPO:
Go to the Make or Buy screen.
Open the MO or OPO for the product with an updated recipe.
Apply Recipe Changes:
If the product's default recipe has changed, a notification will appear at the bottom of the MO screen.
Click Refresh data to update the ingredients list and, if applicable, the production operations.
Important considerations
Sales orders (SOs):
Updates to a product recipe do not automatically affect the Ingredients availability status of a SO.
If a sales Item is marked as Not available, Katana checks the inventory status directly.
Creating a new MO for the product will use the latest recipe, and the sales item's availability status will update to Expected accordingly.
User permissions:
If you cannot create or edit a product recipe, ensure your user role has the necessary permissions.
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