Managing Batch from the Entity Page#

Once a Batch is created, several operations can be performed, including Release Batch, Unrelease Batch, Track-In Batch, Track-out Batch, and more. This section outlines the standard batch management flow and addresses specific edge cases, all managed from the Batch Entity page.

Standard Flow#

Release Batch#

Managing a Batch begins with the Release Batch operation. Select the Release Batch button on the top ribbon to open a wizard where Batch Materials can be verified. If all details are correct, proceed by selecting the Release Batch button. Once released, the Batch and its associated Resource Job transition to the Queued state, while the Materials and Resource move to the Loaded state.

Following the release operation, three actions are available: Cancel Batch, Unrelease Batch, or Track-In Batch. The Cancel Batch option immediately terminates the batch and should be used only as a last resort, as shown in the diagram below.

graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A4,A1 mermaid_initial_state
class C1 mermaid_canceled_state
class A5,A6,F2,F3,F4,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 4,5,6,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;

Unrelease Batch#

If modifications are required while the Batch is in the Queued state, select Unrelease Batch from the top ribbon. Similarly as before, this action opens a wizard displaying the Batch Materials, and after confirming, the Batch and Resource Job revert to the Queued state, while Materials and Resources reset to the Unloaded state.

Changes can only be made when the Batch is in a Created state. In this state, is is possible to Change Batch Resource, Manage Batch Materials, Manage Batch Containers, Edit Batch, and Cancel Batch as shown in the diagram below.

graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A1,F2,F3,F4,F5 mermaid_initial_state
class C1 mermaid_canceled_state
class A5,A6,A4 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 0,3,4,5,6,7 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;

Track-In#

To continue with Batch processing, use the Track-In button on the top ribbon. This opens the Track-In Batch wizard, displaying the Batch Material details. After selecting Next, the Resource Details are displayed and you can modify the Resource State. If no issues exist, leave it as Productive and complete the operation by selecting the Track-In button. This updates the Batch and Materials to In Process, while the Resource Job moves to Executing.

After Track-In, two options are available: Track-out Batch or Abort Batch. The Abort function resets the batch to Queued, allowing for changes via the Unrelease Batch operation if necessary, as display in the diagram below.

graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A4,A5 mermaid_initial_state
class F2,F3,F4,A1,C1,A6,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 0,1,2,6,7,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;

Track-Out#

Complete the process with the Track-Out operation by selecting the Track-Out button on the top ribbon. The Track-Out Batch wizard appears, displaying the Batch Materials. After selecting Next, the Resource Details are displayed and, if need, you can modify the Resource State. If everything is correct, keep it as Productive and complete the operation by selecting the Track-Out button. At this point, the Batch transitions to Closed (as shown in the diagram below), the Resource Job is marked as Completed, and both the Resource and Batch Materials are Unloaded.

graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A4,A5 mermaid_initial_state
class A6 mermaid_final_state
class A2,F2,F3,F4,A1,C1,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 0,1,2,3,4,7,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;

Watch the video below for a detailed walkthrough.

Change Batch Resource#

If the Batch is in the Created state, its associated Resource can be changed. Before proceeding, ensure another Resource with Scheduling Type Batch is available in the system. If the Batch has Containers assigned, confirm that the new Resource is configured with the same Container Type in the Manage Resource Scheduling wizard. Additionally, add the necessary Resource Capacity as detailed in Define the Resource Capacity section.

Once these requirements are met, select the Change Resource button on the top ribbon to select a different Resource. Watch the video below for more details.

Manage Batch Materials#

When a Batch is in a Created state, you can also manage the Batch Materials. To do so, navigate to the Materials section within the Batch page and select the Manage button. This will open the Manage Batch Materials wizard where you can add or remove Materials using the and icons, respectively. Additionally, you choose another Material as Main Material by enabling the Set as Main Material toggle button.

Manage Batch Containers#

Similar to Batch Materials, Containers can be managed when the Batch is in the Created state. Navigate to the Containers section and select the Manage button to open the Manage Batch Containers wizard. Containers can be added or removed using the and icons.