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    Help Pages: View Batches

    View Batches thumbnail image

    The grid displayed will list all available Batches in the system per the type that you are viewing. These entries can be sorted by clicking the column titles, using the search function or filtering by additional options. A yellow colored expiration date signifies that the batch has expired.

    Action Buttons (add anchors to button content with additional content)

    View Batch – This action allows you to view details about the batch and modify the requalification date. For more information on requalification click here (link coming soon).

    Reprint Sticker – This action will reprint the batch sticker.

    Export – Selecting this action will export the currently displayed grid data to excel.

    Add Exception – This action will allow you to add exceptions to containers within the selected batch. For more information click here

    Trace Batch – This action will allow you to view the container changes made to the selected batch. For more information click here

    Location Log – This action will display the history of the containers that have been moved.

    Split Batch – This action will allow you to redistribute the amounts within a containers. Batches that have been used or modified cannot be split.

     

    View Batch

    The view batch details window contains several inputs that can be modified. These inputs are located on the right top of the window and are white in color (not grayed out). Once the detail inputs have completed you will need to click the “Update Batch Details” button (1). See example image below

     

    View Batch

     

    Batch Details Tabs

    Notes – This tab will display any notes that have been added during the quarantine process.

    Release Notes – This tab will display any notes that have been added during the Quarantine Release process.

    Containers – This tab will display all of the containers and their amounts within this batch.

    Batch Files – This tab will display any files added during the Quarantine and Quarantine Release process. You can also add additional files via the “Upload File” Button.

    Ingredient Files – This tab will display any files that have been added to the ingredient/component.

    Batch Trace – This tab (1) will display any exceptions made to containers within this batch. If the container was added to a BPR you can view the BPR or the order details. These options can be accessed from the menu icon (2) located at the end of the row. See example image below.

    Tests – This tab will list any test types that have been added to this batch.

     

    Batch Trace

     

    If an exception to a container has been made manually either from Virtual Office or a Scanner an additional row will be displayed. You can also view the comments made at the time of the exception by hovering over the menu icon (1) located at the end of the row. See example below.

     

    Batch Trace

     

     

    Add Exception

    Select a batch and click the Add Exception action button located at the top of the grid window to begin this process. If you are adding inventory to multiple containers start by selecting the Gain option from the “Exception Type” dropdown. Next select the container you want to add inventory to via the “Container” dropdown. You also have the ability to add a container within this dropdown. Once a container has been selected enter the amount in the “Exception Amount” input box and designate your unit.  To complete this process click the blue “Add Container” button. See image example below.

     

    Add Exception

     

    To enter a Loss amount to a container select Loss for the Exception Type dropdown. Next select the container you want to remove inventory from. Once a container has been selected enter the amount in the “Exception Amount” input box and designate your unit. Once your exceptions have been created, enter your reasons and click the green “Submit Exception” Button. To complete this process click the blue “Add Container” button. See image example below.

     

    Add Exception Gain or Loss

     

    To close a batch, which reduces the containers to zero, click the red “Close Batch” button. To complete this process you will need to enter in an exception reason and then click the green “Close Batch” button. See example image below.

     

    Close Batch Message

     

    Location Log

    The location log window will show the current locations for all containers within the selected batch. These entries can be sorted by clicking the column titles, using the search function or filtering by additional options. You can move multiple containers to a different location. To start this process select the containers to be moved by clicking the check box (1). Multiple items can be selected at once by clicking the top most box (2). Once you have selected the containers that you want to be moved, select a location from the dropdown at the top of the screen (3) and click the “Update Location” button (5).

     

    Location Log

     

    To view the location history of a container you can click the green icon located at the far left of the row (4). This will expand the row and display the history. See example image above.

     

    Split Batch

    Select a batch row and click the Split Batch action button to begin this process. Enter in your container size, count and measurement before clicking the “Split Batch” button. Once the batch has been split the system is going to remove all of the current containers in the batch and add what you designated in the Split Details. A new batch sticker will be printed allowing you to relabel all containers in the batch.

     

    Split Batch

     

     

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