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Starting a New Batch on the Batch Management Dashboard

Producer steps in Encompass for starting a new batch on the Batch Management dashboard: pick the recipe version, set start time, turns and planned units. Recipe version must exist first. Requires v22.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.03

Pre-Conditions

The Recipe Version for the Batch will need to be setup before starting a new Batch.

Steps

Starting a New Batch on the Batch Management Dashboard

1. Navigate to the Batch Management dashboard
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2. Click the Start New button
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3. Search for and select the Recipe Version for the batch that you are starting. Use the Brand and/or Product filters to find the Recipe Version that you're looking for
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4. Add the Production Order that will begin the process of creating the batch:
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  • The Batch Number will be automatically populated, based on the settings of the Batch Number Template Designer
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  • Select either the Start Time or End Time. If Start Time is input, End Time will be automatically populated based on the Recipe Version setup
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  • If the Recipe Version has a stage that is Turnable = TRUE, review the Turns field and select how many Turns you’d like for this batch
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  • Planned Units will update based on what is in the Turns field, but can also be manually adjusted for this batch
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5. Click Save

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