Table of Contents

Create Production Batch Calculation Methods

The calculation method determines how production batches will be calculated.

Note

The production calculation methods can also be created during the assisted setup. See Assisted Setup for more information.

  1. Choose the icon, enter Production Batch Calculation Methods, and then choose the related link.

  2. On the Production Batch Calculation Methods page, select New.

  3. Populate the following fields:

    Field Description
    Code Enter the ID for the production batch calculation method.
    Description Enter a description that explains the calculation method.
    Calculation Method

    Select the method that will be used to calculate the batch sizes.

    • Fixed Max: Used when the identical batch size is expected and over production is permitted. The batch size would be equal to the value in the Max Batch Size field.

      When Fixed Max is selected, you need to enter a value in the Max Batch Size field. The number of batches is calculated by rounding up the "Production Order Qty." divided by “Maximum Batch Size Qty.”

    • Equal: Used when the identical batch size is expected, and over production is allowed within the rounding error. The batch size is calculated by dividing the “Production Order Qty.” by “Number of Batches.”

      When Equal is selected, you need to enter a value in the Max Batch Size field. The number of batches is calculated by rounding up the “Production Order Qty.” divided by “Maximum Batch Size Qty.”

    • Exact: Used where the batch size is equal to the value in the Max Batch Size field until the last batch, which is the exact size needed to meet the demand.

      When Equal is selected, you need to enter a value in the Max Batch Size field. The number of batches is calculated by rounding up the “Production Order Qty.” divided by “Max Batch Size Qty.”

    • Max Plus Min: Used where the batch size is equal to the value in the Max Batch Size field until the last batch, which is the value in the Min Batch Size field.

      When Max Plus Min is selected, you need to enter a value in the Max Batch Size and Max Batch Size fields. The number of batches is calculated by rounding up the “Production Order Qty.” divided by “Max Batch Size Qty.”

    • Optimized Max/Min: Used where the batch size is equal to the value in the Max Batch Size field until it needs to be reduced to a smaller, optimized size between the max and min quantity.

      When Optimized Max/Min is selected, you need to enter a value in the Max Batch Size and Max Batch Size fields. The number of batches is calculated by rounding up the “Production Order Qty.” divided by “Max Batch Size Qty.”

    • Optimized Min: Similar to Optimized Max/Min, with the exception that if the production order quantity is lower than the minimum, the batch size will be set to match the ordered quantity. For instance, if the production order quantity is 200 CS and the Min Batch Size is 300 CS, the batch size would be adjusted to 200 CS.
    Item Base Unit of Measure

    Select the item base unit of measure.

    To be able to assign a batch calculation code to an item, the item must have the same base unit of measure as the calculation method.
    Batch Unit of Measure

    Select the unit of measure that will be applied to the batch.

    The batch size is calculated according to the batch unit of measure.

    In certain situations where the production BOM unit of measure differs from the base unit of measure, you may prefer to set the batch size equal to, or as a multiplier of the BOM unit of measure. To handle this situation, you can assign a unit of measure to the batch calculation method code. When you choose a batch unit of measure for a specific calculation code, it is necessary to determine a maximum and minimum batch size that is consistent with the selected batch unit of measure.

    To be able to assign a batch calculation code to an item, the item must have a unit of measure that is the same as the calculation method's batch unit of measure. Any changes in the conversion bases for batch units of measure will be reflected in batch size.
    Max Batch Size

    Enter the maximum batch size that is permitted.
    Min Batch Size

    Enter the minimum batch size that is permitted.

    If you have chosen the Optimized Max/Min, Optimized Min or the Max Plus Min calculation method, then you need to enter the minimum quantity of the batch size.

Calculation Method Example

This example uses the following values:

  • Production order quantity: 3700 CS
  • Max batch size: 270 CS
  • Min batch size: 210 CS

Fixed Max

Batch No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Total
Batch Size 270 270 270 270 270 270 270 270 270 270 270 270 270 270 3780

Equal

Batch No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Total
Batch Size 265 265 265 265 265 265 265 265 265 265 265 265 265 265 3710

Exact

Batch No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Total
Batch Size 270 270 270 270 270 270 270 270 270 270 270 270 270 190 3700

Max Plus Min

Batch No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Total
Batch Size 270 270 270 270 270 270 270 270 270 270 270 270 270 210 3720

Optimized Max Min

Batch No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Total
Batch Size 270 270 270 270 270 270 270 270 270 270 270 270 270 210 3720