The purpose of this page is to view/edit Production Batch information.

Software Version: 2021.11.24 and newer

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Production Batch 

Identifies the Production Batch and associated Item ID, displayed as [Production Batch]: [Item Description]. This is a single-select standard lookup that is required. When manually adding a new Production Batch this field defaults to blank and is disabled. Selecting another value reloads the page for the associated Production Batch Item. This field is always editable if it is enabled.

The lookup contains a list of all Production Batch Items

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

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Properties Tab

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Group: Base Properties

Production Batch 

This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments".

Database Field: ERPx_IMProductionLot.ProductionLotID

Item

This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch and is not editable after the initial Save. This can only be edited by changing either the "Item ID" or 'Item Description' field on the Properties tab of the Item record view.  

Database Fields: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription, ERPx_IMProductionLot.ItemSK

Batch Site Name

 This value defaults from the 'Site' selected on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.ManufactureSiteSK

Batch Date

 This defaults to the date the batch was created. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.DateProduced

Batch Expiration Date

 For Items with a value in the 'Expiration Days' property on the Item Record View's Advanced Properties tab, this is auto assigned as [Batch Date] + [Expiration Days]. For Item's without a value in the 'Expiration Days' property, this defaults to blank. This is always editable.

Database Field: ERPx_IMProductionLot.ExpirationDate

Batch Comment

 This is a text field that is not required and defaults as blank, but is always editable to any text value <= 100 characters.

Database Field: ERPx_IMProductionLot.LotComment

Country of Origin

Received From 
Batch Class

Identifies the Production Batch Class assigned to the Product Batch. This defaults from the "Production Batch Class" assigned to the Item but can be changed. This is always editable.

Status

 This is a single-select lookup that is required. It defaults as "Open" and is always editable.

The Statuses that apply to Production Batches include:

Database Field: ERPx_IMProductionLot.StatusSK

Received From Tab

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Received From

Transaction TypeIdentifies the source of the "Received From". If the Received From record was manually added, this will be set to "Manually Added". If the Received From came from a Transaction, the Transaction Type will be shown.

Country of Origin Tab

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Country of Origin

Attributes Tab

The Attributes tab is where Production Batch Attributes are assigned to lots. If any required attributes are missing the 

FieldsDescription
Attributes

 The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Production Batches). 

Value

Required This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Production Batches → Production Batch Attribute Class hyperlink). 

Certifications Tab

The Certifications tab is where applicable Certifications are assigned to Production Batches. The list of Certifications includes all 'Active' Certifications in the Certifications Master File (Inventory > Quality > Lot Certifications) that have a type of either 'Item Only' or 'Item and Site'. 

FieldsDescription
CheckboxUsed to assign the corresponding certification to the Production Batch. If checked, the Certification is assigned to the Production Batch. If unchecked, the Certification does not apply to the Production Batch.
CertificationDisplays the read-only name of Certification.  

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