Set Up Production Batching

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

   Tip

   You can also access this page from the Manual Setup page.

2. On the Production Batch Setup page, populate the following fields:

   Field	Description
   Batch No. Format	Select the format that will be used when creating production order batches. Numeric: Batch numbers will be 1, 2, 3, etc. Alphabetic: Batch numbers will be A, B, C, etc. If you anticipate more than 26 batches per production order line, you must use the Numeric option.
   Allow Edit Calculation Method On Line	Turn the toggle on if the Batch Calculation Method field can be manually changed on the production order line.
   Require Consumption Batch No.	Turn the toggle on if a batch number is required when posting consumption for a production order that uses batches. This value can be overridden from the Item Card page, Production BOM page and the Production Component page.
   Require Output Batch No.	Turn the toggle on if a batch number is required when posting output for a production order that uses batches. This setting can be overridden at multiple levels.This value can be overridden from the Item Card page, Production BOM page and the Production Component page.

Assisted Setup

Alternatively, you can complete the setup via a wizard.

1. Choose the icon, enter Assisted Setup, and then choose the related link.

2. In the Get started with apps from NIC Systems Inc group, select Set Up production patching to open the Production Batch Setup Wizard.

   If you are asked if you want to run the assisted setup again, select Yes.

3. Select Next.

4. Populate the following fields.

   Field	Description
   Batch No. Format	Select the format that will be used when creating production order batches. Numeric: Batch numbers will be 1, 2, 3, etc. Alphabetic: Batch numbers will be A, B, C, etc. If you anticipate more than 26 batches per production order line, you must use the Numeric option.
   Allow Edit Calculation Method On Line	Turn the toggle on if the Batch Calculation Method field can be manually changed on the production order line.
   Require Consumption Batch No.	Turn the toggle on if a batch number is required when posting consumption for a production order that uses batches. This value can be overridden from the Item Card page, Production BOM page and the Production Component page.
   Require Output Batch No.	Turn the toggle on if a batch number is required when posting output for a production order that uses batches. This setting can be overridden at multiple levels.This value can be overridden from the Item Card page, Production BOM page and the Production Component page.

5. Select Next.

6. Add the production batch calculation methods.

   See Create Production Batch Calculation Methods for more information how to set up the calculation methods.

7. To delete any existing production batch calculation methods, populate the following field:

   Field	Description
   Delete Existing Records	Turn the toggle on to delete an existing calculation methods. You will receive an error if any of the existing calculation methods are assigned to an item.

8. Select Next.

9. Select Finish.

   Upon completing the wizard, the Production Batch Setup and Production Batch Calculation Codes pages will be updated with the values you selected in the wizard.