Record a Production Batch

Goal

Record a production run so Formul knows which materials you used, which lots they came from, and how much you made.

Before You Start

• A bill of materials (BOM), the production recipe for your output item.
• Received components in the production location or its child locations.
• Your production record and material lot numbers.

Steps

1. Navigate to Manufacturing > Production.

2. Click New Work Order.

3. Select Item to Produce, Production Location, Bill of Materials, and Target Quantity. The target uses the output item’s unit, such as grams of bulk product or each finished unit. Only items with a recipe are listed.

4. Click Create Work Order. It starts as DRAFT and hasn’t changed stock.

5. Click Plan Order when the run is scheduled, then Release Order when you’re ready to commit the materials. Release checks stock and reserves the components for this order; they remain physically on hand.

   

6. Make the physical batch and keep your production record. If you make and store an intermediate product before packaging it, use separate work orders for the stages.

7. Click Record Production. Enter Produced Quantity for this recording and a Batch ID that matches your batch paperwork or labels.

8. Under Component Consumption, check the source location, lot, and quantity for every component. Split a component across rows if you used more than one lot. The total must match the recipe requirement for the output you’re recording.

   

9. Click Complete Production. If you recorded less than the remaining target, the order becomes PARTIALLY COMPLETED. Record the later run separately; use its own output batch code if it is a different physical batch.

Expected Result in Formul

• Recorded components leave physical stock and the finished batch enters stock at the work order’s production location.
• The order becomes COMPLETED when total recorded output reaches its target.
• A partial recording adds that output to inventory immediately; you don’t have to wait for the whole order to finish.

What Each Action Does to Stock

Status / action	Inventory impact
DRAFT or PLANNED	No stock movement or reservation
Release Order	ALLOCATION entries reserve components. Available stock decreases; physical on-hand stays the same
Complete Production, partial or full	PRODUCTION CONSUMPTION removes materials; PRODUCTION OUTPUT adds the batch. Reservations for consumed quantities clear through REVERSAL entries
COMPLETED	The target has been recorded and the order’s remaining reservations are cleared
Cancel, before any production	Reservation reversals release the materials. Physical stock stays the same

You can’t cancel a partially completed order. A completed order has a separate Reverse action that records compensating stock adjustments and keeps the original history. The full original output must still be physically present and unreserved at its original location and lot. Output that’s been moved, reserved, used, or shipped can block reversal. Review the production and stock records before using it.

Current production limits

Component totals must match the scaled recipe, including its configured scrap allowance. You can split that total between lots and locations, but this form doesn’t accept a different total to record an unexpected loss or substitution. Output can’t exceed the work order’s remaining target. Check that your recipe matches the run before releasing it.

If Something Looks Wrong

• Release fails: check available stock in the production location and its child locations. Other work orders and sales reservations may already hold it.
• A quantity turns red or the form reports insufficient stock: check the selected lot and location. Don’t change the quantity just to clear an error if it would no longer match the physical run.
• Recording is rejected: fill in the output batch code and verify that each component’s rows add up to its required quantity.
• The order remains partially completed: compare total recorded output with the target. Don’t record an extra run for goods you haven’t made.
• Stock looks wrong: open the item’s transaction history and compare the production entries with your batch record.

Next Step

Use produced inventory in Sales Orders.

Note

The batch cost includes the weighted average cost of consumed materials, plus any service costs configured in the recipe. The output unit cost is that total divided by the quantity you recorded.