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Managing Batch from the Resource View#

All Batch management use cases covered in Managing Batch from the Entity Page can also be performed from the Resource View. This section demonstrates how these operations can be executed efficiently within this interface. As previously mentioned, the Resource View provides four options in the left panel: Dispatch List, Planned Batches, Batch at Resource, and Processed Materials.

If you need to check which Materials are assigned to a Batch, enable the Assigned to Batch toggle button at the top-left corner of the Dispatch List. Filters such as Product, Flow, Step, and Material Name can also be used for more refined searches.

Release Batch#

The Planned Batches option is where Batch management begins. Selecting a Batch, such as Batch-0002, will display multiple action buttons, including: Change Batch Resource, Cancel Batch, Release Batch, Edit Batch, and Manage Batch Materials.

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

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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 2,3,4,5,6,7 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;

Info

For more information, see Change Batch Resource, Manage Batch Materials, and Manage Batch Containers.

Following the standard Batch management workflow, begin by selecting Release Batch from the top ribbon. This opens the Release Batch wizard, where you can verify all the Batch details. Once confirmed, select Release Batch to proceed. Using this view, you can easily see that the system state of the Batch changes to Queued, with Materials transitioning to a Loaded state. At this point, options such as Cancel Batch, Unrelease Batch, and Track-In Batch become available, as shown in the image 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;

Track-In#

Continuing the workflow, select Track-In from the top ribbon. This action launches the Track-In Batch wizard, displaying all the Batch Material details. Select the Next button to proceed, and you will see the Resource Details and change the Resource State if needed. Select Track-In to complete the operation. The Batch will now move from Planned Batches to Batch at Resource, reflecting its status change from Queued to In Process.

In the Batch at Resource view, further actions such as Track-out Batch or Abort Batch can be performed using the available buttons on the top ribbon.

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;

Note

You should only use the Abort Batch operation if you want to reset the system state to Queued. For more information, see Abort Batch.

Track-Out#

Following the Track-In operation, proceed to Track-Out. Select the Track-Out button on the top ribbon to launch the Track-Out Batch wizard, which displays Batch Materials. Selecting Next will again present the Resource Details screen, where the Resource State can be modified if needed. Select Track-Out to complete the operation.

Once the Track-Out is completed, the Batch transitions from In Process to Closed, and its Materials move to the Processed Materials section of the Resource View. From here, the Move-Next button on the top ribbon can be used to transition Materials to the next Step of the current Flow.

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 of managing a Batch from the Resource View.