In Katana, selecting specific ingredient batches for outsourced purchase orders (OPOs) enhances traceability and quality control. You can choose batches for batch-tracked ingredients from their stock, ensuring precise tracking and compliance.
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 it otherwise.
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, 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's 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 for each item. 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 number of items without a selected batch. You cannot Save tracking info for assigned batches before the Quantity to assign is zero for all items.
- In the Batch # column, select items from existing batches with a positive stock quantity.
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.
- The Quantity to track column shows how many items you are taking from the batch selected in the Batch # column. By default, this 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 so you can 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 for for all items are selected, click Save tracking info.
Note: Print a BOM with assigned batch information to provide to your contractor. Read more about printing Outsourced purchase orders.
Change OPO status to Receive all.
If you track batches for the purchased item, you'll need to assign the received items to a specific batch. Read more
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.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]