Scheduling a Batch
EBMS includes tools to view a list of batches based on user defined
query settings. This dialog gives the user the ability to change manufacturing
batch settings such as schedule dates and the batch status from a list
view.
Complete the following steps to schedule batches within the Manufacturing
Schedule dialog:
- Select Products > Manufacturing
Schedule from the main EBMS menu to open the following dialog:
![](image114.gif)
- Enable the Query Settings
that identify the batches that should be visible on the list.
- Enable the Status setting
and select the desired Status
setting from the drop down list. Often the Pending
or In Progress status
options are used in this context.
- Enable the Start Date
or End Date schedule options
to query batches based on a schedule date. Set the date range
of these scheduled dates. Disable all of the Query
Settings to view all batches and set the appropriate dates.
Review the Schedule Dates section
for more details on the batch dates.
- Enable and set additional query settings:
- The Warehouse setting
will only appear when multiple inventory locations are present.
Review the Multiple Inventory
Location Management section for more details.
- The Supervisor
setting is a free form setting used for query purposes.
- The Job option
is present only if the Job Costing module is included. Review
the Job
Costing documentation for more details on job settings.
- Use the Query button
for advanced queries on settings that are not shown on this
list. Review the Standard
Features > Advanced Query Options section of the main
documentation
- Click on the Find(F5)
button or press the F5 key on your keyboard to populate the batch
list based on the select query settings.
- Hide the batch columns that are not needed or relevant. For example,
the user may hide the End Date
column since all scheduling may be done from the Start
Date. Review the Standard
Features > Column Appearance section in the main documentation
for details on hiding columns.
- The general settings within the batch list can be changed within
the table. This feature allows the user to change schedule dates,
warehouse settings, jobs, and the batch status from a list rather
than viewing individual batches.
- Select a specific batch from the list and click the View
Batch button to view batch details. Review the Creating
a Batch > Creating a Simple Manufacturing Batch section for
more details on batch details.
- Click Close
to close the Manufacturing
Schedule list. Note that Query
Settings will be saved when the list is reopened.