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How to package liquid produced in a different batch.

Producer steps for packaging liquid from a different batch in Encompass by clearing Packaging From Batch on the packaging production order and picking batches. Needs Track Batch Codes and v23.11+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.11

Pre-Conditions

The following workflows assumes that:

  • The Product for the liquid being packaged has Track Batch Codes = True.

  • You need to package liquid that was produced under a different batch.

Steps

Package liquid produced under a different Batch after using 'Add Packaging to Batch' to schedule a Packaging Production Order.

  • Using 'Add Packaging to Batch' on the Batch Management page sets the 'Packaging From Batch' field on the Packaging PdO.

  • When the 'Packaging From Batch' is set, the user can only package liquid produced under this batch.

  • Liquid produced under other batches can be accessed by removing the Batch set as the ‘Packaging From Batch’. This field can be updated on the Production Order Edit page.

  • Click ‘Edit Production Order’

  • Remove the Batch set as the ‘Packaging From Batch’. Click ‘Save Changes’.

  • The user will no longer see the ‘Packaging From Batch’ field on the Production Processing page, and will now be able to access all Batches of liquid available for packaging.

  • Click ‘Process’ to begin processing the Packaging Production Order..

  • Click ‘Package’, enter the Packaging Quantity, and manually select the Batch(es) of liquid being packaged.

  • Click ‘Add’

  • Click ‘Complete’

Schedule a Packaging Production Order that allows packaging liquid under any Batch

  • Instead of using ‘Add Packaging to Batch', click ‘Start New’ and select a Packaging Recipe.

  • Leave the ‘Packaging From Batch’ field blank if you wish to access liquid produced under any Batch.

  • Click ‘Process’ to begin processing the Packaging Production Order.

  • Click ‘Package’, enter the Packaging Quantity, and manually select the Batch(es) of liquid being packaged.

  • Click ‘Add’

  • Click ‘Complete’

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