Batch creations

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6.  Select Manufacturing - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.

7. Select Batch Creations.

8. Select the New button.
9. Enter the batch number in the Batch Number field.

10. Select the Save button.

    The screen refreshes with the saved batch creation in the draft state and with the required sections populated.

11. Select the Edit button.

12. In the Transaction Information section, select Submitted from the Process Status drop drown.
13. In the Batch Creations Transaction Information section fill in the following fields:
    
    1. Batch Number field – . The unique identifier for the batch creation.
       This field auto populates the value entered New Batch Creations screen.
       
    2. Plant Code field – The unique code to identify the manufacturing plant.
    3. Product Code field – The product code type.
    4. Product Code Value field – The product identification code.
    5. Store Location Code field – The code used to identify the storage location.
    6. Units Remaining field – The number of units in the current batch.
    7. Alternate Product Code field – The alternate code for product identification.
14. In the Manufacturer and Customer section, fill in the following fields under Manufacturer group:
    1. Company type-ahead field – The name of the manufacturer who will produce the batch. This field pulls from the Owner's company and location master data.

       The remaining Manufacturer fields are auto populated with the values from the company or location's master data entry. If the name of the company is not present in the Owner's master data, the company name must be entered manually.

    2. Party ID Type drop-down – The identifier type used for this company or location. See Identifier and Item Code Types for more information.
    3. Party ID Value field – The value associated with the identifier type.
15. In the Manufacturer and Customer section, fill in the following fields under Customer group:
    
    1. Company type-ahead field – The name of the customer for whom the batch is created. This field pulls from the Owner's company and location master data.

       The remaining Customer fields are auto populated with the values from the company or location's master data entry. If the name of the company is not present in the Owners master data, the company name must be entered manually.

    2. Party ID Type drop-down – The identifier type used for this company or location. See Identifier and Item Code Types for more information.
    3. Party ID Value field – The value associated with the identifier type.
16. In the Batch Details section fill in the following fields:
    
    1. Date Manufactured field – The product manufacturing date.
    2. SLED/BBD (Shelf Life Expiration Date) field – The product's expiration date.
    3. Available from date field – The date from which the product is available for sale.
    4. Batch Status drop-down – The status of the batch.
    5. Next Inspection Date field – The date for the next batch inspection.
    6. Vendor field – The vendor who supplied the raw material for producing the batch.
    7. Vendor Batch field – The batch number of the raw material received from the vendor.
    8. Last Goods Receipt field – The date of the last goods receipt from the vendor.
17. In the Country and Lot Details section :
    
    1. In the Lot Characteristics section, fill in the following fields:
       1. Batch Class field – The name of the characteristic of the batch.
       2. Batch Class Type field – The value of characteristic of the batch.
    2. In the Country of Origin section, fill in the following fields:
       1. State field – The state or region for this location.
       2. Country drop-down – The two-letter country code for this location.
    3. In the Lot Attributes section, fill in the following fields:
       
       1. Plant Code field – The code of the plant where the batch undergoes testing.
       2. Authorization Group field – The group number where quality assurance approved the batch.
       3. Laboratory field – The name of the laboratory where the batch is tested.
       4. Description field – A brief description of the laboratory.
       5. Email field – The email address of the laboratory.
18. In the Reference Transaction Information section:
    1. Select the Addicon.
    2. In the Add Transaction Reference panel, fill in the following fields under Reference Transaction Information section:
       1. Transaction Type field – The type of transaction.
       2. Transaction Number type-ahead field – The unique identifier of the transaction.
          If the value does not match the available options, the value must be entered manually.
       3. Transaction Date field - The transaction date.
       4. Line Item Number field - The line item of the specified transaction that references the batch.
    3. Select Apply.

       The new reference transaction line item is added to the transaction reference table.

19. In the Batch Dates section, fill in the following fields:
    
    1. Batch Creation Date field – The date when the batch is created in the system.
    2. Best Before Date field – The date by which the product is at its peak usability.
    3. Retest Date field – The date scheduled for retesting the product.
    4. Storage Date field – The date when the product was stored.
    5. Inspection Date field – The date when the inspection was conducted.
    6. Unrestricted use Date field – The date by which the product can be used without any restrictions.
    7. Created By field – The ID of the person who submitted the batch.
       
    8. Created On field – The date and time when the batch is submitted in the system.
       
20. In the Notes section, select the Addicon to enter any additional comments or instructions.
21. To submit the batch creation:
    To save the batch creation in a Draft state and finish it later, ensure the Move To button is not selected and then select the Save button in the draft state.

    1. Select the Move To button at the top of the screen.

       The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

    2. Select the Save button.
       

       The batch creation is submitted.
       

Tips

• Select the Addicon, to add a new line item, where available.

• Select the Deleteicon, to remove an individual line item, where available.

• New batch creations can also be created by selecting the New button on the Batch Creations Details screen for an existing batch creation.

 Complete and submit a saved batch creation in the draft state.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6.  Select Manufacturing - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.

7. Select Batch Creations.

8. Select the Filter button to find the batch creation in Draft state.

   Select the Batch Number link in the results table.

9. Select the Edit button.

10. In the Transaction Information section, select Submitted from the Process Status drop drown.
11. Confirm the batch creation details and select the Edit icon associated with that line item to modify the fields if required. See Create and submit a new batch creations for detailed field description of batch creation.

12. Select the Move To button at the top of the screen.

    The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

13. Select the Save button.
    

    The batch creation is submitted.
    

Tips

• Select the batch number row and then select the Delete icon on the top of the Search Batch Creations screen to delete a batch creation in the draft state.

Perform this task to add new discussion directly from the subtype record being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record you want to discuss.

7. Open the subtype record to display its view page.

8. Select the Add Discussion button.
   The new discussion page opens in a new tab.
   

9. Start the discussion using one of the following options:

   1. In the Transaction section, select the transaction ID link to review and update the related transaction automatically referenced from the subtype record.

   2. Select the New button to initiate a new discussion for the transaction, if required.
      This creates a new, independent discussion thread for the transaction. The new discussion will not be a continuation of any existing discussion associated with the subtype record, and prior discussion details from the subtype record will not automatically carry forward into the new thread.

10. Enter the discussion details. For detailed field descriptions, see Create and submit a discussion

11. Select the Save button.
    The new discussion is now associated with the transaction from the originating subtype view page.

Perform this task to add a comment to an existing discussion associated with transaction being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record related to the discussion you want to comment on.

7. Open the subtype record to display its view page.
8. Select the Add Comment button.
   The Discussion Search page opens in a new tab within the context of the selected transaction.
   

9. Find the discussion to update using one of the following options.

   1. Review and update the discussions already associated with the transaction.

   2. Select the Filter button, enter the search criteria, and apply the filter. From the filtered results, select the discussion to review and update. For detailed field descriptions, see Search and View All Discussions

   3. If the existing discussion is not appropriate, select the New button to start a new discussion for the associated transaction. For detailed field descriptions, see Create and Submit a Discussion

10. Select the discussion to update.

11. Enter comment.
12. Select the Save button.
    The comment is added to the selected discussion and remains associated with the related transaction.

Perform this task to search for and view the details of the batch creations sent or received by customer or manufacturers. Viewing the details of a batch creations enables suppliers to quickly access order information (e.g. the quantity for each line item in an order) in TraceLink without having to search through the actual B2B message.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Manufacturing - Customer or Manufacturing - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Batch Creations.
8. Select the Filter button.
9. Fill in one or more of the following fields to filter the results:
   1. Multi Field Search field - Searches across multiple indexed fields using a single keyword, including Text, Text Area, Email, URL, and Lookup fields.

   2. State drop-down – The state of the batch creation: 

      • Draft – The transaction is in the draft state.
      • Submit – The transaction has been created.
      • Processing – The application is getting ready to handle incoming transactions by doing some initial tasks, such as copying the files it receives.
      • Processed – The application changes the standard information into a format that is easy to use and specific to your transaction.
      • Preparing to Send – The application is getting ready to send out a transaction and is doing some initial tasks, like copying the necessary information for the process.
      • Sending –The application sends out business transactions to the buyer or supplier.
      • Sent – The transaction is successfully completed and shared with the receiving party.
   3. Customer type-ahead – Displays only if the menu item is Sent Batch Creations The name of the company the batch creation was sent to.
      If the name of the company is not present in the Owners master data then the company's name must be entered manually.
   4. Manufacturer type-ahead – Displays only if the menu item is Received Batch Creations The name of the company the batch creation was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   5. Batch Number field – . The unique identifier for the batch creation.
      
   6. Last Modified drop-down – The period of time in which the batch creation was last updated:
      • Today – The transaction was modified within the last few hours.
      • Yesterday – The transaction was updated within the past 24 hours.
      • Last Week – The transaction was modified in the last 7 days.
      • Last Month – The transaction was modified in the last 30 days.
      • Last 3 Months – The transaction was modified in the last 90 days.
      • Last 6 Months – The transaction was modified in the last 180 days.
      • Custom Range – Select a specific period of time that the transaction was modified in from the calendar.

10. Select Apply.
    

    A list of batch creations displays based on the filter results.
    

11. Select the link for the batch creation from the results table.

    The View Batch Creations screen displays.

12. To view all fields for each line item, select the View icon on the Batch Creations Details screen.

For detail information about these fields, see Create and submit a new batch creations.

After the batch creations is submitted, the user might encounter an error and the processed status will be set to Paused With Error. Use the following procedure to resolve any error messages encountered while submitting a batch creation.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6.  Select Manufacturing - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.

7. Select Batch Creations.

8. Select the Filter button to find the batch creations in Processing, Processed, Preparing to Send, or Sending state.

9. Select the Batch Number link in the results table.
10. View the following fields for error in the Transaction Information section: 
    • Process Status - Displays the status of the submitted transaction.
    • Last Transaction Error - Displays the error message.
11. Select the Edit button..
    
12. In the Transaction Information section, select Submitted from the Process Status drop drown.
13. Select the Save button.
    The batch creations is moved from Processing state to Sending state indicating that the batch creation transaction is submitted successfully.

If a transaction is successfully sent to a partner but an issue occurs on the partner's side (e.g. in their ERP system), the sender can avoid re-entering all the details by rolling back to a previous workflow state and resending the transaction, thus saving time and effort for both parties.

1. Select a [MPL Network] from the Select your Network drop-down in the header..
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header and select the Go button.
3.  Select Manufacturing - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.

4. Select Batch Creations.

5. Select a Batch Number in Sent state.

6. Select the Edit button.

   The state of the batch creation transaction is automatically moved to Sending state.

7. Select the Move To button at the top of the screen.

   The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

8. Select the Save button.
   

   The batch creation is submitted.
   

The statues of the batch creation moves to Sent state.