Plan Process

Plan Processes is used to create, edit and update Processes in the system. Processes may have more than one Stage which results in more than one Batch being related to the Process. Users can go to Plan Processes by clicking Execution -> Planning

The system will show all Planned Processes that exist in the system.

Plan Processes Table: The Plan Processes Table is a dialog that shows all Processes that exist in the system and allows users to search, filter and select Processes for editing and review.
The default fields shown are: Process Number, Product Specification Number, Process Type, Planned Start Date, Planned End Date, Status, and Remarks.

Users can select additional columns to display by clicking on the “Column Selector” at bottom of the table, the additional non-default fields are: ERP Order Number, External Ref, ERP Operation Batch Number, Operation Number, Actual Start Date, and Actual End Date.
The table dialog will show up to 10 records, the system will separate the other records to further pages and users can change page from the “Go to Page:” button.

A Process has 4 statuses which are:

Created: the initial status in which users have defined the basic information but not yet confirmed, i.e. to Plan. Created is possible from the following:
1. Manually creating a Process and click "Save" button
2. Using the Mass Upload tool to create Processes but depending on company configuration
Planned: is the next status once users confirm a Created Process, or in the case of ERP integration the system will automatically generate Processes directly to the status Planned.
Started: Once any Batches related to a Process have begun execution, then the status will change to Started.
Archived: After archiving every Batch, then the Process status will be changed to Archived.

Other functions of the Plan Process dialog:

Create Process: Used for manually creating a Process
Update: Used for editing Process information
Delete: Used for deleting a Process (only in status Created and Planned)
Edit History: Used for viewing the change history of the planned process

Create Process

Users can manually create a Process by clicking on "Create Process" button. The system will show the Create Process page.

Information that users need to enter is as follows:
1.Product Specification ID: the required Product Specification for the process
2.Process ID: Users can freely define the ID of the Process (must be unique)

Users can set the Process ID to be automatically generated or manually defined by setting the corresponding configuration (on the company level)

3.Process Size: The system will show the Standard Process size but users can change the Process Size as required
4.Planned Start Date: Users define the start date of the execution
5.Planned End Date: Users define the end date of the execution
6.Comment: Users are able to add comments
Remarks: In case of changing the Process size, then the system will calculate the Process Ratio as follows:

The system shall then calculate each of the stages’ quantities as follows: Standard Stage Quantity from Product Specification multiplied by Ratio (i.e. Standard Stage QTY × Process Ratio).

After the users enter all required information, then click "Next" button and the system will redirect to a Wizard page (for adjusting any Variables such as Target Quantity, this is dependent on the company configuration).

The system will show the Batch Number, Target Material ID, Quantity, and UOM that have been defined in the Product Specification. Users need to define any Stage Quantities that will be produced in the Process (can enter only numeric value).

Remarks: In case of changing Stage Quantities, then the system will calculate the stage ratio as follows:

The system shall then calculate the scalable BOM and instructions as follows: any scalable instruction values in the Product Specification will be multiplied by the Stage Ratio (i.e., Standard value × Stage Ratio).

The system will then direct users to the next Wizard page to define BOM information in the Batch, mandatory fields for BOM variables (i.e., Lot ID, Location, BOM expiry) are dependent on the company configuration.

The system will show the BOM variable ID, Material ID, Quantity, and UOM that have been defined in the Product Specification. Users can define the BOM information: BOM expiry, Lot ID, Location, and Quantity that will be used in the Process.

Lot ID and Location can be both value or string
Lot ID can add up to 10 Lots
Lot Quantity cannot be a negative value and there is no limit in Lot Quantity
Lot Quantity can be set as up to 8 decimal places
Company configuration will determine whether users need to assign lots, Lot expiration dates, or can edit the total BOM quantity.

If users do not need to define further information they can click "Skip Wizard" button to skip the wizard pages.
In case of selecting Next then the system will redirect to the Preview Process page.

Here users can review the overall Process and its Stages, and refine the Process further by clicking "Assign" button on each Stage. Each Stage of the process results in a Batch for execution.
The system will show all Target materials and BOM materials for the selected process.

If Materials in the Process will have more than one lot defined, user can add more lots by clicking "+" button (It is possible to add up to 10 lots).

For optional Stages then users can select to not create the corresponding Batch by unchecking the check box.

After users have defined all of the required information then the system allows users to save and edit later by clicking on "Save" button or confirming to Plan the Process and related Batches by clicking on "Summary" button
When users click "Save" button, the system will save the Process but not generate the related Batches yet. Users can then further change the information before later confirming.

If all the required information has been defined and the User wants to review the Process, the Users can click "Summary" button to see the summary page with the entire Process and all the related Batches.

The system will display all Stages for users to review, if any information is incorrect then users can click back to edit and once complete then click "Create Process" button to create the Process.

The system will create all the related Batches and they are then available in the Order page.

Upload Process

The system allows process creation and updates from an uploaded file using the Mass Process Creation template provided by BatchLine. The template allows up to 100 batches in one file.
Only the Supervisor, QA, Lead Operator, and QC Supervisor roles can upload the Mass Process Creation file as follows:

1. Click the “Upload Process” Button

2. User can download the Mass Process Creation template in this dialog.

The template will be downloaded to the user’s local storage. The user is then able to define required batch data before uploading into the system.

Process ID: must be a unique Process ID that does not already exist in the company (limit of 20 characters)
Product Spec ID: Used to provide reference to associated Product Specification ID. The Product Spec must be available in the system, i.e. it is active and within the validity dates.
Planned Start Date: must be the same or after today’s date.
Planned End date: must be the same or later than the Planned Start Date.

Note: Format of planned dates is dd/mm/yyyy

Batch size: must be equal to the standard batch size of the referenced batch specification. The user can change the batch size when the batch size in the referenced batch specification is 0.
Expiration date: this is not a mandatory column; the user can leave the expiration date as blank so that it can later be defined by an authorized user.

Note: Format of the expiration date is dd/mm/yyyy

Comment: The user can leave it as a blank column or it has limit up to 1,500 characters.

3. Click “Choose file” to select the prepared file for uploading batches to the system

4. Then click the ‘Next’ button, and the template will be validated and checked for errors.

5. After validation is passed, the system will display the number of Process to be created and/or updated, with the list of related Process ID’s. Click ‘Next’.

6. The user needs to confirm the upload by clicking ‘Confirm’ button.

7. The system will require an electronic signature of the user who is uploading the mass creation file.

8. After signing to confirm the upload, the system will navigate the user back to the Plan Processes dialog where an upload status icon is displayed on the upload button. This may be displayed as follows:

In-Process
Completed
Fail

The Mass Process Creation template may also be used to update process that already exist in the company. The file may be used to create new process and update existing process:

1.Click the “Upload Processes” button.

The rules described below apply for changing process in different status:

Process in status Created: only Process size, Planned start/end dates, expiration date and comment can be edited.
After Process are Started: users cannot change any fields except comment and expiration date using the manual Edit Process function. However, users can change Process size, expiration date and comment using the mass proces creation function.
Process in status Approved, Archived or Rejected: is is not possible to update any data.
Users can change the Process size when the Batch size in the referenced Product Specification is 0.

2. Click “Choose file” to select the prepared file uploading process to the system

After validation is passed, the system will display the number of processes created and processes updated with list of Process ID’s for processes to be created and updated. Click ‘Next’

3. The user needs to confirm the upload by clicking ‘Confirm’ button.

4. The system will require an electronic signature of the user who is uploading the mass creation file.

5. After signing to confirm the upload, the system will navigate the user back to the Plan Processes dialog where an upload status icon is displayed on the upload button. This may be displayed as follows:

In-Process
Completed
Fail

Update Process

The system allows users to edit or update information in the Process dialog as long as the status remains “Planned”.

If a Process status is “Started” then users cannot change any assignments and cannot edit or delete Lots that are already assigned. It is possible to add more Lots and Quantities (depending on the company configuration), in this case then any Quantity of a new Lot will not be added to the Total Quantity that has already been recorded.

After users update information, they need to click "Summary" to review the Process before confirming.

After verifying all the information users click Update Process to confirm the changes.

Delete Process

For deleting Processes then users can select any Process in the status “Created” and “Planned”. Users can delete by clicking the sub-menu "..." and then clicking "Delete".

If the status is “Planned”, “Started” or “Archived” then the system will not allow users to delete it and will show a warning.

History

The system allows users to view the history of a process by clicking "..." and then clicking "Edit History". The system will show all the information related to changes for the selected process.

Process ID: Process’s ID
Change Time: The time that information has been changed, sorted by the latest time change
Editor: Users who edit information
Field Name: Name of the field where information has been changed
Old value: old information
New value: new information
Why: Reason for information changing

Create Process via ERP

Users can create the Planned Process or send and receive data between ERP system and BatchLine cloud server with the format of CSV file.
ERP integration services have 3 Message types as follows:

EBR Centric use to create the planned process.
Recipe alignment without lot assignment use to create the planned process with BOM quantity but not assigning the lot.
Recipe alignment with lot assignment is used to create the planned process with BOM quantity along with lot assignment.

The information that user must provide will have 3 main fields, The process, The stage, and the BOM information for each Message type will be slightly different as follows:

EBR Centric

EBR Centric: ERP Type EBR Centric need information of the Process only
The process needed information as follow:

Mandatory Field: Process Number, ERP Order Number, Product Specification ID, and Plan Start Date
Optional Field: Product Target Material ID, Process size, Process’s UOM, Plan End Date, Remarks, and ERP Plant ID

Recipe alignment without lot assignment

Recipe alignment without lot assignment: ERP Type Recipe alignment without lot assignment need information of the Process, Stages, and BOM.

Process Information:
- Mandatory Field: Process Number, ERP Order Number, Product Specification ID, and Plan Start Date
- Optional Field: Product Target Material ID, Process size, Process’s UOM, Plan End Date, Remarks, and ERP Plant ID
Stages Information:
- Mandatory Field: ERP Order Number, Stage ID, and Stage’s Target Material ID
  Note: Depending on Configuration that Stage ID will be mandatory or not
- Optional Field: ERP Operation Batch Number, Stage Size, Stage’s UOM, Plan Start Date, Plan End Date, Comment, and ERP Work Center ID
BOM Information:
- Mandatory Field: ERP Order Number, Stage ID, and BOM’s ID
- Optional Field: BOM’s Material ID, Plan Start Date, BOM’s QTY, BOM’s UOM, and BOM Expiration Date

Recipe alignment with lot assignment

Recipe alignment with lot assignment: ERP Type Recipe alignment with lot assignment need information of the Process, Stages, and BOM.

Process Information:
- Mandatory Field: Process Number, ERP Order Number, Product Specification ID, and Plan Start Date
- Optional Field: Product Target Material ID, Process size, Process’s UOM, Plan End Date, Remarks, and ERP Plant ID
Stages Information:
- Mandatory Field: ERP Order Number, Stage ID, and Stage’s Target Material ID
- Optional Field: ERP Operation Batch Number, Stage Size, Stage’s UOM, Plan Start Date, Plan End Date, Comment, and ERP Work Center ID
BOM Information:
- Mandatory Field: ERP Order Number, Stage ID, BOM’s ID, Lot ID, and Location
- Optional Field: BOM’s Material ID, Plan Start Date, lot’s QTY, lot’s UOM, and lot Expiration Date

Note: Additional details to inform user as follows:

Stage’s ID will not be mandatory field depend on company configuration
For BOM information user can use BOM’s Target Materials different from Product Specification depend on company configuration
For BOM information user can send BOM’s information less than stage variables depend on company configuration
For ERP Type Recipe alignment with lot assignment user can add up to 10 lots by repeatedly assign for lot information e.g., Lot1, Location1, Lot2, Location2, …, Lot10, Location10 and user should use same lot’s UOM in every lot.

Sending Consumption Data to ERP

BatchLine can send consumption data to ERP as interfaced message to report the BOM quantities consumed in the batch in CSV file format

To allow BatchLine to send Consumption data user must define that BOM will send Consumption data by checking ERP checkbox when create Product Specification

Consumption data will be sent in these scenarios:

Instruction Type BOM will send consumption data after user finish the batch.
Instruction Type Weighing will send consumption data depending on company configuration.
- Consumption data will be sent when the user finishes WIP or each container.
- Consumption data will be sent when the user finishes weighing step.