AugTool Documentation
Batching and Chain of Custody
Batching in Augtool is managed with Batched Items. Any Batched item is inventory tracked and has further batch tracking on the item. For example, you can have an inventory item called Cheese that you can track the total quantity of the item in various warehouses but a Batched Cheese product will track the overall quantity and its specific batch quantities. Cheese Batch 1 and cheese Batch 2 for example.
Any item that is marked as a Batched item will innitiate further steps in Augtool to complete. These steps are driven by two main ideas. Creating a batch or Selecting a batch.
If a batched item moves into an area (such as goods receipts, production run output product, customer returns) the user will need create a batch under the main item.
If a batched item moves out of an area( such as delivery notes, production run input products, supplier returns) the user will have to select which batch is used.
So in Summary, Baches are created when you put stock into your business in any form and Baches are used when you take stock out of your business or location in any form.
Creating batches (Example: Goods receipt)
The create batches model is used in other parts of the system when an batched item is received or put into stock.
The example below if a popup on a goods receipt of a batched item to create batches with the Batched icon to the far left of the item.
When clicking on the batches icon on the item the model below pops up to create batches. This model can be used to manually create batches with expiry dates and user defined Batch Serial numbers and descriptions. The goods receipt will not be allowed to post if the batches are not assigned and if the total quantity of the batches do not match the total quantity of the line item.
Augtool also automatically creates unique system generated batch numbers that are used to produce Chain of Custody reports and to trach the stock quantities of each batch of a batched item. This is shown below in the stock movements of a posted goods receipt.
At this point or at any point in the system where batches are created we can also import batch numbers/serial numbers from a file. You will need to talk to us about this so that we can give you a format to uses.
Creating batches also happens on a production run.
On this screen, for when you create a batch you may also want us to enable Barcode Scanning. Please talk to Augative about Barcode Scanning.
You will notice that the main batched item called MBatched has an "in" direction and its total quantity in inventory is increased by 100. The increase of 100 however is split into 5 batches of 20 units each and assigned its own system generated batch number.
Using batches (Example Sales Order and Production order)
In Augtool when you create purchase orders and invoices and sales orders and invoices you fulfil demand or create demand on a batched item (Main item). No demand is created on any particular batch because you have not attempted to use or create a batch yet. Using and Creating batches only happens on stock documents such as goods receipts and delivery notes.
Although the process to acquire or sell a batched item may start on a purchase order or sales order you will not need to select or create batches here.
Below you will see a sales order in edit mode selling Curd Batched as a recipe item (production BOM item). You will notice on the far left that you do not have to create or select batches at this stage.
Once you send the recipe from the sales order to the production order you will still not need to create nor select batches. This approach simplifies the use of batched items for the users where only the user who is creating or using a batch will need to manage that.
Below is a production run. Now with a production run, you will have to actually use batches in the input products or create batches for output products. As you can see below one of the input products are batched and one of the output products are batched.
Below you will see a batched model that pops up when you click on the batched icon on the input product (using batches is a select model). If you were to click on the batches icon on the ouptup product you would be creating a batch and the model would be the same as on a goods receipt.
What you can see above is a list of batches below that you can select and use for the input product. You will notice at the top of the batch select model that it is expecting 20 000 units. In this case the user has to use 4 batches of 5000 each to put into the production order. Once selected the batches used will be green. As long as the 20 000 equals the total batches of 4 X 5000 the production run will be able to proceed.
When using a batch or batches you can search for a batch to be used and order in various ways. This selection model is also used on Delivery Notes and Supplier Returns.
On this screen, for when you use a batch you may also want us to enable Barcode Scanning. Please talk to Augative about Barcode Scanning.
After the production run is posted you can see the stock moves associated to the production run. In this you will see two batch items MBatched and Curbatched. MBatched is USED so it goes out of stock and in this case 4 batches of 5000 were used and the Curbatched item is part of the output so it creates batches as you can see below. Other items used in production were not marked as batched so no batches were created.
Every batched item has in addition to its own stock setup its batches stock setup as seen below.
Below you will see BATCH029 that is a batch of Curbatched. This particular batch from Curbatched will track its own stock, value and weighted average. You can see where this batch came from at the bottom under the batch movements. This particular batch was created by the production run as you can see below. Anything that happened to this batch in the past will be shown at the bottom under Batch Movements.
Batch Selection - 'Connected Only' filter
Batch Selection now has a 'Connected Only' filter.
This gives you the option to view and select batches that are either connected or you can view all the batches. So if filter is 'Yes' then only connected batches will be displayed. If filter is 'No' then all the batches will be displayed.
For example: If you do a sales order and select a batch and then do a production order.
Batch modal search - you will now be able to delete a batch then search for that batch and add it back.
Connected Only is a strict search on connected documents. If there are no connected documents then no batches will show when the filter selection is yes.
Batch Transfers (Guide under construction)
Batch Combinations (Guide under construction)
Chain of Custody
First level of chain of custody report shows you what happened to the batch you are reporting on (Under Main Batch section) and what other batches were used to create the batch.
If you then click on the source batches you will be given another report in the same format that will show you the same for that batch. See below
Second and further levels of chain of custody will show the same report as above but for that batch selected from above.
Should you want a more detailed report that shows all the changes or movements for one batch (as in combining the above and below into one report) we can do so and will discuss with you.
