A Production Batch is the identifier that contains all the Traceability information (Production Batch Properties and Attributes) for Lot Tracked Items. This number stays attached to the product, even if it is transferred to another Site. Production Batch is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line for a Lot Tracked Item. This value will be blank and/or disabled for all non-Lot Tracked items on screens that include a Production Batch field. The purpose of this page is to view/edit Production Batch information.

Software Version: 2021.11.24 and newer

Page Header

Toolbar Icons	Description
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Help	Opens the online WIKI help page for the current page.
New	Opens a new blank record for data entry.
Notes	Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled.
Save	Saves the changes made to the record.
Save & Close	Saves your changes and closes the page.
Fields	Description
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

Page Detail

Grid Toolbar

Toolbar Icons	Description
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.

Properties Tab

Fields	Description
Group: Base Properties
Production Batch	Identifies the Production Batch ID of the Lot. 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". A Production Batch is the identifier that contains all the Traceability information (Production Batch Properties and Attributes) for Lot Tracked Items. This number stays attached to the product, even if it is transferred to another Site. Production Batch is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line for a Lot Tracked Item. This value will be blank and/or disabled for all non-Lot Tracked items on screens that include a Production Batch field. An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. An Inventory Lot is unique by combination of: Item: The Item ID (required for all Inventory Lots) Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots) Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No" Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. Owner: Identifies who owns the product. This is required for all Inventory Lots. Database Field: ERPx_IMProductionLot.ProductionLotID
Item	Identifies the Item, displayed as Item ID: Item Description. 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	Identifies the Site where the Production Batch was born, created, or initially received. 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	Displays the date the Production Batch was produced, formatted from the users 'Date Format' preference. This is the date used to age the product. 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	Displays the "Batch Expiration Date" assigned to the Production Batch. This defaults by adding the value set on the Item's 'Expiration Days' to the 'Batch Date' assigned to the Production Batch. 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	Displays the batch comment assigned to the corresponding Production Batch. 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	Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple".
Received From	Displays the name of the Vendor, Fisherman, or Grower that was the source of the Production Batch on the Receipt transaction. The value is stored in the 'Received From' Tab on the Production Batch Record View. If no 'Received From' has been assigned, this will be blank, if there is only one 'Received From' assigned to the Production Batch then the name of that source will be displayed. If there is more than one name assigned on the 'Received From' Tab then this will indicate "Multiple".
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. Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.
Status	Identifies the Status of the transaction. 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: Open: This is the default Status for all new records. While in the Status of 'Open', all editable fields are open for edit. Closed: Used to indicate that the record is no longer open to be used on other transactions. Closed records are only visible from inquiries, not list views. Database Field: ERPx_IMProductionLot.StatusSK

Received From Tab

Fields	Description
Toolbar Icons	Description
Add Item	Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item.
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Remove Item	Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.
Saved Layouts	Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default.
Received From	Displays the name of the Vendor, Fisherman, or Grower that was the source of the Production Batch on the Receipt transaction. The value is stored in the 'Received From' Tab on the Production Batch Record View. If no 'Received From' has been assigned, this will be blank, if there is only one 'Received From' assigned to the Production Batch then the name of that source will be displayed. If there is more than one name assigned on the 'Received From' Tab then this will indicate "Multiple".
Transaction Type	Identifies 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

The Country of Origin identifies the country that produced the product. It is stored on the Production Batch and a Production Batch can have more than one Country assigned.

Toolbar Icons	Description
Add Item	Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item.
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Remove Item	Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.
Saved Layouts	Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default.
Fields	Description
Country of Origin	Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple".

Attributes Tab

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

Fields	Description
Attributes	A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Production Batches).
Value	Identifies the value assigned to the corresponding attribute. Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.
Required	A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required it will display "Yes - Required" if it is optional it will display "Yes - Not 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'.

Fields	Description
Checkbox	Used 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.
Certification	Displays the read-only name of Certification.

NorthScope

Production Batch Record View