Manage batch record
You can use the Batch Record page to generate comprehensive manufacturing documentation that includes production order planning data, production order transaction details, related quality control records, and electronic signatures.
This report supports regulatory compliance requirements for regulated manufacturing industries and provides complete batch production reporting for recording and audit purposes.
To generate a batch record, follow these steps:
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Select the Search icon
, enter Batch Record, and then choose the related link.
The Batch Record page opens.[NOTE!]
You must create a report layout to meet your specific requirements. -
On the General FastTab, enter the required information in the following fields:
Field Description User ID Select the ID of the user whose signatures you want to include in the report. Record Status Select the eSignature entry status to filter signatures. Include Quality Check Turn on this toggle to include quality check data in the batch record. The data includes planned quality checks from the routing and posted quality control results. Include eSignatures for QC Turn on this toggle to include electronic signatures related to quality control activities. The Include Quality Check toggle must turned on to use this toggle. -
Select the required filter options on all related filter FastTabs.
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Enter the required information in the following FastTabs:
Filter FastTabs Description Production Order Component Includes component consumption and usage data, including lot numbers and quantities. Item Production Scenario Includes certified production scenarios with BOM versions, routing versions, and MMR references. Quality Control Check Line Includes planned quality measures and specifications from the production routing. Posted Quality Control Check Line Includes actual quality control results, measurements, and approval status. Quality Control Check Header Includes quality control summary information and batch approvals. eSignature Entry Includes production-related electronic signatures with timestamps and user information. eSignature Deviation Includes deviation approval signatures and corrective action authorizations. eSignature Request Entry Includes pending signature requests and workflow status. Routing Header Includes master routing information and operation sequences. Routing Line Includes detailed operation information for work centers and machine centers. Work Center Includes work center details, capacity information, and equipment data. Machine Center Includes machine-specific information, maintenance records, and settings. Item Ledger Entry Includes complete item transaction history for material traceability. Warehouse Entry Includes warehouse transaction details for material handling activities. Lot No. Information Includes lot-specific tracking data, attributes, and certifications. -
On the Advanced Settings FastTab, enter the required information in the following fields:
Field Description Maximum row generation time Select the timeout limit for report generation. The default value is 06:00:00. Maximum rows Select the maximum number of rows in the report. The default value is 500,000. Maximum documents Enter the number of documents included. The default value is 200. Format region Select regional formatting for numbers and dates. Language Select the report language for international operations. -
Select Print.
The batch record report is generated.