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 (MO) or Not received Outsourced purchase orders (OPO).

Product recipe changes won't automatically be applied to Open Manufacturing orders or Not received Outsourced purchase orders for the 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.

Applying Recipe changes to Open Manufacturing orders and Not received Outsourced purchase orders in bulk

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

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

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

    Please note that this list includes only Open Manufacturing orders with a Not started Production status and Not received Outsourced purchase orders 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 the current popup. 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 a specific MO or OPO card, this order will not be displayed on this popup either. 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 for 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 Manufacturing orders 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, when 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.

Applying Recipe changes to a single Open Manufacturing order

When a Product recipe has been changed on the item card, and the changes haven't been applied to open Manufacturing orders, then Katana displays an option to update the Recipe directly on the MO card.

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

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

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

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