View Batches
The View Batches page lists available batches by the selected component type. Use the grid to review batch details, manage exceptions, view location history, split batches, and export batch data.
Navigation
Go to Inventory Batches > View Batches, then select an available component from the dropdown.
A yellow expiration date means the batch has expired.
Using the Batch Grid
The grid lists all available batches in the system for the selected type. You can sort entries by clicking column titles, use search, or filter with additional grid options.
Action Buttons
View Batch
Opens batch details and allows you to modify the requalification date.
Reprint Batch
Reprints the batch sticker.
Add Exception
Allows you to add exceptions to containers within the selected batch. For more information, click here.
Trace Batch
Shows container changes made to the selected batch. For more information, click here.
Location Log
Displays the history of containers that have been moved.
Lock or Unlock Batch
Allows you to lock or unlock a batch. A locked batch cannot be added to a BPR, and a batch currently added to an open BPR cannot be locked.
Mark for Re-test
Sends the selected batch back to the Quarantine List and sets the status to Requalification. The batch can then be retested from lab testing and rereleased into inventory.
Column Visibility
Changes the visible columns for the current grid. These selections are saved per user, browser, and grid.
Excel
Exports the currently displayed grid data to Excel.
View Batch Details
To view the batch trace, you need the Batch Trace permission under Page Permissions > Batches > Batch Trace.
The batch details window includes editable inputs in the top-right area. Editable inputs are white and not grayed out. After completing the detail inputs, click the Update Batch Details button.
The batch details window also shows batch lock information when a batch has been locked. Review these details before trying to add the batch to a BPR.
If PO Auto Receive is turned on and you change the PO number, the system automatically updates the PO status of the old PO and the new PO based on received item quantities. If a previous status cannot be found for the old PO, the PO status will not change.
PO Status Rules
| PO | Condition | Status Update |
|---|---|---|
| Old PO | All items on the old PO have been received. | Received |
| Old PO | Some items on the old PO have been received. | Partially Received |
| New PO | All items on the new PO have been received. | Received |
| New PO | Some items on the new PO have been received. | Partially Received |
Batch Details Tabs
Notes
Displays notes added during the quarantine process.
Release Notes
Displays notes added during the Quarantine Release process.
Containers
Displays all containers and their amounts within the batch.
Batch Files
Displays files added during Quarantine and Quarantine Release. You can also add additional files using the Upload File button.
Ingredient Files
Displays files that have been added to the ingredient or component.
Batch Trace
Displays exceptions made to containers within the batch. If a container was added to a BPR, you can view the BPR or order details from the menu icon at the end of the row.
Tests
Lists test types that have been added to the batch.
If an exception to a container was made manually from Virtual Ops or a scanner, an additional row is displayed. Hover over the menu icon at the end of the row to view comments made at the time of the exception.
How to Add an Exception
- Select a batch
Select a batch from the grid and click the Add Exception action button at the top of the grid window.
- Choose the exception type
Select Gain to add inventory to a container, or select Loss to remove inventory from a container.
- Select a container
Choose the container from the Container dropdown. You can also add a container within this dropdown.
- Enter the exception amount
Enter the amount in the Exception Amount input box and designate the unit.
- Add the container
Click the blue Add Container button to add the exception entry.
- Submit the exception
After exceptions have been created, enter the reason and click the green Submit Exception button.
How to Close a Batch
To close a batch and reduce the containers to zero, click the red Close Batch button. Enter an exception reason, then click the green Close Batch button to complete the process.
Location Log
The location log window shows the current locations for all containers within the selected batch. Entries can be sorted by clicking column titles, using the search function, or filtering by additional options.
How to Move Containers
- Select containers
Select the containers to be moved by clicking the checkbox. Multiple items can be selected at once by clicking the top checkbox.
- Select a location
Choose a location from the dropdown at the top of the screen.
- Update the location
Click the Update Location button to move the selected containers.
- View location history
Click the green icon at the far left of a row to expand the row and display the container location history.
How to Split a Batch
- Select a batch
Select a batch row and click the Split Batch action button.
- Enter split details
Enter the container size, count, and measurement.
- Split the batch
Click the Split Batch button to complete the split.
- Relabel containers
After the batch is split, the system removes the current containers and adds the containers designated in the Split Details. A new batch sticker prints so all containers in the batch can be relabeled.
Grid Column Information
Some column titles require additional explanation because the title is not descriptive enough or a formula is used to calculate the displayed data.
| Column | Description |
|---|---|
| Modified | Can be updated by Quarantine Inventory > Quarantine Item, Quarantine List > Delete, Quarantine List > Release > Release Batch, Quarantine List > Release > Reject Batch, Transfer Batch > Create New Batch, Production Sheet > Finalize Production, or scanner actions including Add Exception, Add Cycle Count Exception, Remove Cycle Count Changes, and Zero Out Containers. |
| Last Used | Shows the last time the component or ingredient was used in a BPR. |
| Batch Cost | The cost of the batch when it was received. |
| Available Cost | The cost of the batch based on the current amount in the batch. The system multiplies the CPU for the batch by the available amount. |
| Used in Production | The amount of the batch assigned to BPRs. |
| Available | The amount of the batch that is available. This takes the amount received plus any positive or negative exceptions and totals them together. Exceptions also include any amounts used in BPRs. |
Requalification and Retest Dates
Marking a batch as requalified clears its batch lock. Review the batch status again before using it. The Retest Date in batch details shows the scheduled retest date; releasing a quarantined batch clears that retest date.