Batch balancing enabled for advanced warehousing processes

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Batch balancing is a process where the amount of ingredients to use in a production batch is calculated from the concentration of active ingredients in product batches selected by the user. The batch balancing process is now available for products that are set up for warehouse management processes (in earlier releases, the batch balancing process was enabled only for products that were not set up for warehouse management processes). This enhancement makes it possible for the user to release ingredients to picking after the batch balancing process has been completed.

The batch balancing process is performed from the Batch balancing page. Select Cost management > Batch orders, and then, on the Process tab, select Batch balancing. Batch balancing is available for batch orders that have a status of Started.

In general, the following rule applies: Batch orders are applicable for batch balancing if the formula has at least one formula line where the ingredient type is Active.

The batch balancing process can be divided into two sub-processes:

Balance batch ingredients. In the Balance batch ingredients sub-process, the amount of ingredients to use for the production batch is calculated based on the selected batches that have active ingredients. As a rule, the calculation can be completed only if there is full coverage of all ingredients. You can't balance only part of the batch that the batch order is set up to produce.

Confirm and release the formula. After the ingredient quantities have been calculated, you can confirm and release the formula. The release process differs, depending on whether the products are enabled for the warehouse management processes.

There is one exception to the rule that batch orders are applicable for batch balancing if the formula has at least one formula line where the ingredient type is Active. If a formula contains an active ingredient for a product that is enabled for warehouse management processes, but Batch number is below Location in the reservation hierarchy, the batch order isn't applicable for batch balancing. A batch order that isn't applicable for batch balancing goes through the regular process cycle for batch orders.