Manage production documents

You can create production documents that automatically implement potency-based quantity adjustments and validation rules.

To create a production order, follow these steps below:

1. Select the Search icon , enter Production Orders List, and then choose the related link.
   The Production Orders List page opens.
2. On the action bar, select New.
   The Production Order card page opens.
3. In the Source Type field, select Item.
4. In the Source No. field, select the item with a potency-controlled BOM.
5. On the Lines FastTab, the system automatically populates component lines from the production BOM.
   Each component line includes key information to help you understand how it fits into the overall BOM structure.
   The Component Type field indicates whether the line is classified as an Active Ingredient, Dependent Ingredient, or Filler. For dependent and filler components, the Active Ingredient Line No. field shows the line number of the linked active ingredient. The Expected Quantity field displays the calculated quantity based on the target or standard potency defined for the active component.

6. On the action bar, select Recalculate Ingredient Quantities to recalculate the field values.

   The production order must be in Firm Planned status before you can perform potency-based quantity recalculation.

Manage production orders

Dynamic Production enhances production order component management by classifying components and automatically recalculating quantities based on BOM relationships and lot-specific potency values. The system preserves original BOM quantities and tracks all adjustments for complete traceability.
Classification of production order components into categories:

• Active Ingredient: Components with variable potency that drive quantity calculations
• Dependent Ingredient: Components whose quantities are calculated based on active ingredient potency
• Filler: Components used to maintain total batch weight

The Original Qty. Per field specifies the original quantity from the production BOM before any dynamic recalculations. This value is preserved for reference and audit purposes.
The Adjusted by Relationship toggle indicates whether the component quantity was calculated using BOM relationships. When true, the quantity was automatically adjusted based on active ingredient potency.
The BOM Ingredient Adjustment Log field displays the complete audit trail of all quantity adjustments made to production order components, including date/time, user, quantities, adjustment type, and reason.
The Component Type field specifies the component classification (blank, Active Ingredient, Dependent Ingredient, Filler).

Recalculate ingredient quantities

You can recalculate ingredient quantities on production orders to adjust component amounts based on active ingredient lot potency and BOM relationships.
To recalculate ingredient quantities, follow these steps:

1. Select the Search icon , enter Firm Planned Production Orders, and then choose the related link.
   The Firm Planned Production Orders page opens.
2. Open the production order where you want to recalculate ingredient quantities.

3. On the action bar, select Functions, and then select Recalculate Ingredient Quantities.
   The system performs the following operations:

   • Identifies active ingredient components with assigned lot numbers.
   • Retrieves lot potency values from advanced attributes.
   • Calculates new quantities for dependent ingredients using BOM relationships and ratio value.
   • Adjusts filler components to maintain total batch weight.
   • Updates the Original Qty. Per field value with the pre-adjustment quantity.
   • Sets the Adjusted by Relationship field value to true for recalculated components.
   • Creates entries in the BOM ingredient adjustment log.

4. Review the updated component quantities on the Prod. Order Components page.

   The Recalculate Ingredient Quantities action uses the BOM relationships defined on the production BOM. Ensure that the Component Type and Active Ingredient Line No. fields are properly configured on the production BOM before recalculating.

You can also access this action from:

• Firm Planned Prod. Order Lines > Line > Recalculate Ingredient Quantities
• Prod. Order Components > Functions > Recalculate Ingredient Quantities

Set lot active quantities

You can assign lot numbers to active ingredient components and trigger quantity recalculation based on lot potency.
To set lot active quantities, follow these steps:

1. Open the production order and navigate to the Prod. Order Components page.
2. Set the active ingredient component (where the Component Type field value is Active Ingredient).

3. On the action bar, select Functions > Set Lot Active Quantities.
   The system opens the lot selection interface where you can:

   • View available lots with potency information from Advanced Attributes.
   • Review inspection status to ensure lots are available.
   • See active inventory calculations.
   • Select the lot to use for this component.

   After selecting the lot, the system:

   • Assigns the lot number to the component.
   • Retrieves the lot's potency value from advanced attributes.
   • Recalculates dependent component quantities using BOM relationships.
   • Adjusts filler quantities to maintain batch weight.
   • Logs the adjustment in the BOM ingredient adjustment log with type Set Lot Active Quantities.

View ingredient adjustment log

You can view the complete history of ingredient quantity adjustments for audit and compliance purposes.
To view the ingredient adjustment log, follow these steps:

1. Open the production order and navigate to the Prod. Order Components page.

2. On the action bar, select Line > Ingredient Adjustment Log.
   You can view the displayed adjustments:

   Fiels	Description
   Entry No.	Specifies the entry number.
   Date-Time	Specifies when the adjustment was made.
   Production BOM No.	Specifies the production BOM number.
   Production Order No.	Specifies the production order number.
   Line No.	Specifies the line number of the adjusted component.
   Item No.	Specifies the item number of the adjusted ingredient.
   Item Name	Specifies the item name of the adjusted ingredient.
   Adjustment Type	Specifies the type of adjustment (Recalculate Quantities, Manual Override, Set Lot Active Quantities).
   Original Quantity	Specifies the original quantity before adjustment.
   Adjusted Quantity	Specifies the adjusted quantity.
   UOM Code	Specifies the unit of measure code.
   Adjustment Reason	Specifies the reason for the adjustment.
   User ID	Specifies the user who made the adjustment.
   Is Manual Override	Specifies whether the adjustment was a manual override.

3. Use the actions to view related records:

   • View Production BOM: Opens the production BOM card.
   • View Production Order: Opens the production order.
   • View Item: Opens the item card.

   The BOM Ingredient Adjustment Log field value provides complete traceability for GMP compliance, batch record requirements, and regulatory audits. All automatic recalculations and manual adjustments are recorded with date/time stamps and user information.