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    Help Pages: View Production Records

    View Production Records thumbnail image

    This grid will display all Production Records in the system.  These entries can be sorted by clicking the column titles, using the search function or filtering by additional options. For more information on Grid Sorting click here.

    Production records are inside orders.

     

    Grid Action Buttons

    View – Once a production record from the grid has been selected this action will view the order that the production record is in.

    Edit Notes – Once a production record from the grid has been selected this action will allow you to edit the notes for the order.

    Components Report – After selecting one or more production records from the grid this action will download a PDF that combines all components/ingredients for the selected production records. This report can be useful to show if you can produce the selected BPRs. The PDF highlights any components/ingredients that do not have the amount needed to complete the selected production records. The PDF also will list all batches that can be used for the selected production records. 

    You can select multiple rows from the grid by clicking and holding the SHIFT button. You can also individually select rows from the grid by clicking and holding the CTRL (Windows) or COMMAND (Mac) keys.

    Components Report Excel – After selecting one or more production records from the grid this action will download a Excel spreadsheet that combines all components/ingredients for the selected production records. This report is useful to show if you can produce the selected BPRs. The Excel spreadsheet highlights any components/ingredients that do not have the amount needed to complete the selected production records. The Excel spreadsheet also will list all batches that can be used for the selected production records. 

    You can select multiple rows from the grid by clicking and holding the SHIFT button. You can also individually select rows from the grid by clicking and holding the CTRL (Windows) or COMMAND (Mac) keys. 

    Missing Components – This action will load a report with the selected production records. The report will show any missing components/ingredients needed to complete the selected production records. You can select multiple rows from the grid by clicking and holding the SHIFT button. You can also individually select rows from the grid by clicking and holding the CTRL (Windows) or COMMAND (Mac) keys. For more information click here (link to reports/missing components)

    Column Visibility – By selecting this action you can change the visible columns per the grid you are on. These selections are saved per user/browser per grid. 

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

     

    Order Alerts

    Order alerts allow you to quickly view weather a production record can be completed or not. Order alerts are displayed on the view production records grid in the form of colored dots located on the far left side of each row. The Virtual Office system has two built in order alerts but more can be customized using the appropriate administration menu.

    Red Circle = Not enough to complete production record; missing components.

    Green Circle = All components are available and production can begin.

    You can click an order alert circle to view components/ingredients needed for this production record. The new window will highlight any components/ingredients that need to be ordered. See example image below. For more information about orders please click here.

     

    Order Alerts Missing Components Window

     

     

     

    Production Records

    The Production records can be accessed by clicking the title link at the top of the production record block. Please see example image below.

     

    Production Record Access

     

    After creating an MMR for the first time, and creating a production record from that MMR, you will need to confirm the labels that will be used on all future production records under this MMR. This will only need to be accomplished once per MMR. Please note that action buttons associated with Production Records are conditional and will populate as needed. When first starting a Production Record this area (1) will be void of action buttons. See example image below.

     

    Production Record Blank

     

    Once you have confirmed the labels to be used on the MMR you will need to add the Lot Number for the production record. You can complete this by clicking the “EDIT” link across from the Lot Number title (2). See example image above. Multiple Lot Numbers can be added to a production record. The system can auto generate a Lot Number or you can enter in a custom Lot Number. Lot Numbers marked as printed will be used on printed documentation for the production record. Add your information as needed and click the Save button when done. 

    Once you have added your Lot Numbers you can approve the production record by clicking the newly added Approve Production Record action button that is located at the top of the window (1). See example image above. Once a Production Record has been approved the following actions, listed below, will become available. See example image below.

     

    Production Record Populated

     

    On the right side of the Production Record window you have several other input areas. The most important thing to note about the the ETA date is that it will automatically contain the ETA set in the order. Add notes, set ETA dates and upload files.

     

    Production Record Action Buttons

    Production Sheet – This action will allow you to add batches used during this production run. You can only add batches to a production sheet if the production record is in “production” status.

    Print Dispensing – This action will allow you to download a PDF document that lists all ingredients needed to complete this production record. Once downloaded this will change the Production Record to “pre-pending” status. This document is customized during your initial Virtual Office setup process.

    Print Mixing – This action will allow you to download a PDF document that lists all ingredients needed for mixing. This includes blends that have been setup and any sieves that have been configured. Printing this document will put the Product Record into “Production” Status. 

    Print Packaging – This action will allow you to download a PDF document that lists all needed packaging for the Production Record. Printing this document will put the Product Record into “Production” Status. 

    Print Form QA06282016 – This action will allow you to download a printable list for QA (Quality Assurance) purposes.

    Print Locations – This action will allow you to download a PDF document that will display all batches and their locations that can be used for this Production Record.

    Print Cover – This action will allow you to download a PDF document that can be used for your cover sheet. It will contain basic information about the Production Record.

    Print Tracking – This action will allow you to print tracking labels to be used on pre-blends or any other items that need to be mixed.

    Rework BPR – This action will allow you to modify the Production Record in the event substitutions were made during the production run.

     

    Rework BPR

    A Production Record Rework allows you to change Lot Numbers, Components or Ingredients for the Production Record. To change a Lot Number click the “EDIT” link across from the Lot Number title(1). To add a component to the Rework select a component type from the dropdown and click the “Add New” button. Then you will need to select your component name and enter in an amount. Once complete you will need to click the Save action button located at the top of the Rework window (2). See example image below.

     

    Re-Work BPR

     

    To add an additional Ingredient or Component to the Rework, scroll down to the Ingredients section, select an Ingredient/Component from the dropdown and then click the “Add New” button. Fill out the needed information for the newly added ingredient and then click the Save action button located at the top of the Rework window. 

    You can change/edit or delete any existing items on the Rework. You cannot delete a component or ingredient that has batches currently assigned to it. 

    Saving a Rework will create another version of the Production Record. You can edit the Blends of any Reworked Production Record by clicking on the Modify Blends action button located at the top of the Rework window. For more information setting up blends click here.

     

    Completing Production Record – Production Sheet

    The Production Sheet will contain all batches used during the production run. Batches can be added manually through the production sheet or via the scanner application. Once all batches have been added to the production sheet and no more components/ingredients are needed you can finalize the production. Notice that Production Sheet will now contain Quality Control information that will need to be filled out, located on the right side of the window. See example image below.

     

    Production Record Completed

     

    Once all Quality Control information has been filled out you can click the Finalize Production action button located at the top of the window. This is a conditional button that will only be available when all criteria has been achieved. However there are two action buttons that are always available:

    Print Lot Labels – Clicking this action button will first ask for an amount before downloading a PDF document of Lot Labels.

    Print Master Case Labels – Clicking this action will download a PDF document that you can print and attached to Master Cases.

     

     

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