Creating a Process Batch - The Beginning Steps

There are three ways to open the Process batches overview window:

Select process batches: Batches > Selection info. If you select batches in the planning board or in a batch overview window and you open the overview window, you see only the selected batches.
Select Batches > Process batches for all process batches in the working area. There are two options: Standard and Alternative. The Alternative view provides more detailed information in a larger window.
You can find inflow batches of a selection of orders in the order overview window. First, select the orders. Hold down the Shift key and open the process batch overview window from the menu. Only the related batches are displayed.

Creating a Process Batch

This procedure is only useful if you want to make decoupled batches and batches for which surplus is allowed. It does not work for inline batches. You should create batches for material deliveries using the inventory simulation functions.

Select Batches > Process Batches > New.
Alternatively, from the Process Batches overview window, click New.
Select either a stage or a product from the corresponding list box.
In the product list, you can specify part of the product name. The product list shows only the product names that match your entry.

The Process Steps section displays the related process steps, even if you have specified only part of the product name. The related process steps are the process steps for which outflow does not have to flow straight to a tank.
If you are offered a choice of process steps, choose one.

Note: You can sort the list of process steps by columns. To sort the list, select a column header.
Replace the standard (or minimum if there is no standard) batch quantities displayed with actual values. Alternatively, enter the quantity needed. Batch quantities are calculated using standard quantity as its basis. If it cannot come up with a perfect solution given the various constraints, another solution is proposed.
Select a start time for the first batch to replace the default value. The default value is the beginning of the last batch in the output layout.
Choose how you want the successive batches to be scheduled:
- One after another, that is, side by side
- A frequency that is expressed in hours
- A frequency that is expressed in days, weeks, months, or years
In the Allocation area, you can allocate the process batch to an alternative resource:
- If multiple resource groups are defined for the selected process step, you can select an alternative resource group in the resource group list.
- If the current resource group is a choice group, you can select an alternative resource in the resource list.
Click OK. The Process Batch Entry window is displayed.
Continue populating tabs on this window.