Modifying Production Batch Ticket

The Batch Ticket report is used by Production teams and outlines how a Job will be produced, provides step-by-step instructions for production-related tasks and activities, what is called for, timing of production, by-products, etc. Multiple copies (bom2, bom3, etc.) exist and may be customized and used depending on the material being produced. The multi-line BOM report is meant for multi-line Jobs, where bulk is typically produced and then packaged from WIP and should be used as such.

When designing the batch ticket, keep in mind that substitutes may be used in production. When using the Custom Adds function for substitutions, fields from both the dmbom and dtbom2 tables are pulled in, representing the regular BOM parts and the Custom Add parts, respectively. When it is printed and substitutions are used, the batch ticket will display the net amount of Parts issued and the Custom Add parts will be listed on the ticket after the original Parts.

Configuration

The "Print outs menu" and "Printouts -- maintenance" security settings must be set to "Yes" for users who will build and modify report layouts. Additionally, the "Printouts -- edit report layouts for jobs" setting is required to modify this report. Other configuration considerations include Bills Of Material being configured and sample batch tickets created in Deacom. If customers have just recently installed the Deacom software, they may need relevant data loaded or created. This occurs during the Implementation process. For process information on configuring BOMs, refer to Managing Formula Revisions.

Users should also reference the "Configuration" section of the Managing Report Layouts page prior to creating any report.

Process

General process information on designing Report Layouts can be found in the Managing Report Layouts page.

Designing the Production Batch Ticket

  1. Navigate to Print Outs > Maintenance > Report Layouts.
  2. Locate and select the "bom" system report in the list then click "Modify" to display the Printing Defaults form.
    1. Note: The "bom2" and "bom3" reports are also available for configuration, as well as the "multibom" report for Jobs that contain multiple lines. The "multibom" report (1) can be used when each Job line should get its own BOM and QC information printed separately and (2) provides more QC and BOM information in situations where one production Job is necessary to complete the bulk product and packaged part as opposed to two separate Jobs.
  3. In the "Name" field enter an appropriate name for the report. Note that this indicates the name of the report as it will appear in the pick list throughout the system when users select the report to print.
  4. Ensure "Type" is set to "Job" and complete other fields on the Printing Defaults form as desired. Complete information on the fields available to this form are covered on the Report Layouts Encyclopedia page.
  5. Click "Add" to display the Printing Defaults form.
  6. Enter a caption for the new report, such as "u_batch" so the system recognizes this version as a user-created version of the master system report. The value entered is up to the user, but we recommend that the value entered be preceded by "u_".
  7. Click "Save" to create the new report copy then close the Printing Defaults form.
  8. In the Edit Printing Default section of the Printing Defaults form, locate and select the newly added copy then click "Edit Report".
  9. On the User Report Name form, enter a name for the report then click "Continue" to open the Report Designer, which should display the default batch ticket template as supplied by Deacom.
  10. Modify the general layout of information on the report.
  11. Users may wish to print a few batch tickets using the default template to understand what type of information is generally printed. This is accomplished by clicking the "Preview" button on the Report Designer toolbar.
  12. Typically, Production Batch Tickets will contain the following:
    1. Header: Form title, Company information (company name, logo, address, and contact information), Job information (Job Number, Part Number and Description, Quantity and Stock Unit of Measure being produced).
    2. Detail: Bill of Material/Item Master information of the materials being produced (BOM Sequence number, Part Number and Description, Quantities and Stock Units of Measure, etc. and any BOM notes).
    3. Footer: Notes relating to the Finished Good that will be produced, Hazardous or special storage information, date and time document was printed, page numbers, etc.
  13. Once all sections have been designed, click "Save" to commit the changes, then close the Report Designer.
  14. Back on the Printing Defaults form, click "Save" then close the form to complete the process.

Printing the Batch Ticket

To print a batch ticket for a Job:

  1. Navigate to Production > Job Reporting > click "View". Users may also utilize the available filters to narrow down the list of Jobs that will be displayed.
  2. Locate and select the desired Job and click "Print" to open the Copies To Print form.
  3. On the Copies To Print form, confirm the "Report" selected and print settings then click "Print".

Note: When printing any of the Batch Ticket 1-3 or Multi-Line Master Batch Record reports, the printed date from the job header will be populated.

FAQ & Diagnostic Tips

Can I add Quality Control and Routing Information to the Master Batch Ticket?

Yes, these fields are available to the report and are able to be added.

Can I add Bill of Material and Job Work Flow information to Batch Tickets?

Yes, the "BOM Work Flow Text" and "Job Work Flow Text" fields in Production Options can be used to add Work Flow information to job documents, including Batch Tickets.

Can I have the Planner ID (pr_buid), Planner Name (bu_name), and the name of the person who created the Job (lc_UserName) print on Batch Tickets?

Yes, these variables can be added to the header or body section of the batch ticket report by including them in an expression. In the header section, these variables need to be m.bu_name and m.pr_buid. In the body section, they are bu_name and pr_buid

Tip: The following fields/variables have been made available to the Batch Ticket and Multi Line Batch Ticket reports.

  • Job category name (jc_name).
  • Origquant - this field stores the BOM line item's quantity without scrap factor applied.
  • b2_source - this field identifies if lines on a batch ticket come form a custom add rather than the Bill of Materials.
  • BOM Revision User Fields and BOM User Calculation Fields (as of 16.00.012).