If you've enabled batch tracking for ingredient(s), you can select from specific batches the ingredients you want to be used in an Outsourced purchase order (OPO). This allows transparency into the exact ingredients used for making products with an OPO.
Batches for ingredients on OPOs can be selected immediately after the OPO is created. Before the OPO's status is changed to Received, you must select batches for batch-trackable ingredients, as you can't complete the OPO without it.
Note: Assigned batches do not commit their quantities until the order is completed.
Batches can be tracked for both types of ingredients (materials and subassemblies) that are used in fully outsourced manufacturing.
NOTE: You can only select batches from stock at the Track ingredients in Location of the OPO.
Tip: If you want a contractor to use ingredient batches that are located in your warehouse, you can choose your warehouse as the Track ingredients in location, assign batches, and then change the Track ingredients in location to the contractor's location. The assigned batches will remain saved and can be used after you have transferred them to the contractor. Make sure you create a stock transfer for the assigned batches to the contractor before receiving the OPO, otherwise you won't be able to consume the assigned ingredient batches at the contractor's location
Selecting batches for ingredients
Open the OPO Track ingredients tab
Click on Assign batches
Select batches for all ingredients that have batch tracking enabled.
Select a batch and define the quantity to be taken from the batch for each item. You must select batches for the total quantity of the item. You can only choose batches from the Track ingredients in Location of the OPO.
- The Quantity to assign column displays the quantity of items for which a batch hasn't been selected. You cannot Save tracking info for assigned batches before the Quantity to assign is zero for all items on the list.
- In the Batch # column, you can select items from existing batches with a positive stock quantity.
- 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 necessary, you can manually edit the quantity to track.
If you don't select the entire quantity from a single batch, an additional row will be added to the table to allow you to choose the remaining quantity from another batch.
- Expiration date for the batch is shown for the selected batch if the Expiration date has been assigned.
When batches are selected for all items, you can select Save tracking info for the item.
Note: You can print a BOM with assigned batch information to provide to your contractor. Read more about printing Outsourced purchase orders.
Change OPO status to Received.
6a. If you are tracking batches for the purchased item, you will be asked to assign the received items to a specific batch. Read more
6b. Validation: check if all batches that have been assigned and are available, are done. If yes, the ingredients will be taken from the specific batches from your Stock.
You can edit batches for ingredients on Received OPOs.