---
alias: create-batch
description: "Create a batch entity through a wizard with configurable steps for resources, materials, and containers"
---

# Create Batch

:lock: Batch.**Create**

## Overview

In order to create a **Batch**, select New from the **Batch** Entity Type page. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu. You can also create a New **Batch** from the Resource View by selecting the option **Create Batch for Resource** or from the Material page by selecting the option **Create Batch for Material**.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Batch** name must be provided and must be unique.
* The **Resource** must be Active and non-template.
* The Resource Material Processing Mode must be **Batch**.
* The **Step** must be Active and non-template.
* **Containers** can only be added to the **Batch** if a Batch Container Type is defined. All added **Containers** must match that type, be in the same **Facility** as the Batch Resource, be Active, and non-templates.

### Sequence of Steps

You can create a **Batch** from the **Batch** entity in the Business Data menu by selecting the **New** button. You can also create a **Batch** from the **Material** page or from the Resource Details View or Resource View, as shown below.

=== "Material Details View"
  
    ![Screenshot showing a material selection interface with fields and options.](images/create_batch_material_page.png)

=== "Resource Details View"

    ![Screenshot showing a sequence of steps for creating a batch, including options to select from the Business Data menu or Material page.](images/create_batch_resource_page.png)

When creating a **Batch** from the **Material** page, the system automatically pre-selects the chosen **Material** in [[create-batch#step-2-materials|Step 2]] of the wizard.

Similarly, creating a **Batch** from the Resource View pre-selects the corresponding **Resource** in [[create-batch#step-1-general-data|Step 1]]. If you also choose **Materials** while creating a **Batch** from the Resource View, the system will pre-select both the **Resource** and **Step** in [[create-batch#step-1-general-data|Step 1]] and the chosen **Materials** in [[create-batch#step-2-materials|Step 2]].

After starting the **Create Batch** wizard, the system will allow you to configure the new entity through a number of steps.

### Step 1: General Data

1. Optionally, enter a name for the **Batch**. If you do not enter a name, the system will generate one for you.
2. Optionally, enter a description.
3. Select a **Resource**.

    !!! info
        Only Resources with Batch Scheduling Type will be available for selection. For more information, see [[user-guide-manage-resource-scheduling#step-2-manage-batching|Manage Batching]].

4. Select a **Step**.
5. Optionally, define the Priority.

![Screenshot showing a UI with fields for creating a batch, including a filename input field labeled "create batch".](images/create_batch.png)

### Step 2: Materials

In this wizard, you can add or remove Batch Materials by selecting the :material-plus: icon to add or the :material-trash-can: icon to remove materials. For a **Material** to be eligible as a Batch Material, it must have a defined **Capacity Class**.

Each **Batch** must have a designated **Main Material**, which you can set by enabling the **Set as Main Material** option. The **Main Material** dictates the **Batch Size**, which is displayed in the bar below the **Material** list. The **Batch Size** is limited by both minimum and maximum quantities:

* The minimum quantity is determined by the **Minimum Batch Capacity Usage**, which is configured in the [[user-guide-manage-resource-scheduling#step-2-manage-batching|Manage Batching]] section.
* The maximum quantity is defined in the [[resourcecapacity-st]] Smart Table.

![Screenshot showing a table with batch material details, including "Creste Batch" and sorting options.](images/create_batch_materials.png)

When adding more than one Batch Material, a Material Search field will be available with four options:

* Any
* Same Batch Service
* Same Batch Step and Service
* Specific Batch Product and Step

When selecting the last option, Specific Batch Product and Step, only **Materials** for the same **Product** and **Step** will be available for selection.

For any **Material** that is not Set as Main Material, you can select a different **Step** from the Batch Step, as long as the Required Service of the selected **Step** is either available on the Batch Resource or is a Compatible Service of one of the **Resource** available **Services**. For more information, see [[user-guide-manage-compatible-services]].

To align the selected **Material** with the Batch Step, you can also use the **Apply Batch Step** button.

![Screenshot showing a list of materials with checkboxes and dropdown menus for selecting batch steps.](images/create_batch_materials_2.png)

### Step 3: Containers

In this wizard, you may add or remove Batch Containers by selecting :material-plus: to add, or :material-trash-can: to remove.

![Screenshot showing a wizard step with options to add or remove Batch Containers, including icons for addition and removal.](images/create_batch_containers.png)

!!! note
    When you create a Batch, the system automatically creates a Resource Job. For more information, see [[user-guide-resource-job-index]].