HF-MES-manual/en/planning_production/batch_management.md

Batch Management

1. Function Overview

Batch Management is a core module of the MES system, used to manage production batches and realize the creation, tracking, and monitoring of production tasks.

Core Functions:

• Batch Management: Maintain production batch creation, deletion, modification, and query
• Batch Association: Associate process flow, product model, production area, and production line

2. Term Explanation

Term	Definition	Description
Batch	Production Batch, a production unit with independent identification	Used for tracking and managing production processes
Process Flow	Process Flow, production process route	Defines the production process steps for products
Product Model	Product Model, product specification and model	Corresponds to the type of product being produced
Planned Completion Date	Planned completion time	The planned completion time of the batch
Planned Completion Quantity	Planned completion quantity	The planned production quantity of the batch

3. Data Model Relationship Explanation

3.1 Batch and Other Entity Relationships

flowchart TB
    subgraph Batch
        B[Batch]
    end

    subgraph Basic Data
        F[Factory]
        L[Production Line]
        PF[Process Flow]
        PM[Product Model]
    end

    B -->|关联| F
    B -->|关联| L
    B -->|关联| PF
    B -->|关联| PM

Relationship Explanation:

Relationship Type	Description
Batch → Factory	N:1: Multiple batches belong to one factory
Batch → Production Line	N:1: Multiple batches belong to one production line
Batch → Process Flow	N:1: Multiple batches use the same process flow
Batch → Product Model	N:1: Multiple batches produce the same product model

4. Batch Management Interaction Flow

4.1 Batch List

4.1.1 Batch List Description

The batch list displays all production batch information, supporting query and filtering by multiple conditions.

Function Screenshot:

Figure 1: Batch List Function

4.1.2 Batch Query

Query Conditions:

Query Condition	Description
Batch Number	Query by batch number exactly
Product Model	Filter by product model
Factory	Filter by factory
Production Line	Filter by production line
Creation Time	Filter by creation time range

Function Screenshot:

Figure 1: Batch List Query Conditions

4.2 New Batch

4.2.1 New Batch Description

Create a new production batch, need to select associated basic data and production parameters.

Operation Steps:

1. Go to [Production Configuration] → [Batch Management] → [Batch List]
2. Click [New] button
3. Select the associated process flow
4. Select product model
5. Select production area
6. Select production line
7. Fill in planned completion date
8. Fill in planned completion quantity
9. Click [OK] to complete batch creation

Field Description:

Field	Description	Required
Batch Number	Unique identification code of the batch, user-defined	Yes
Process Flow	Production process route used by the batch	Yes
Product Model	Product specification produced by the batch	Yes
Production Area	Production area to which the batch belongs	Yes
Production Line	Production line where the batch is executed	Yes
Expected Completion Date	Planned completion time	Yes
Production Quantity	Planned production quantity	Yes
Batch Status	Initial status is "Pending Production"	No
Remarks	Other supplementary description information	No

[Important] The batch number cannot be modified after creation. Please confirm carefully when creating. [Important] Once a batch starts production, it cannot be deleted.

Function Screenshot:

Figure 1: New Batch

4.3 Edit Batch

4.3.1 Edit Batch Description

Modify batch information, only the planned completion date and planned completion quantity can be edited.

Operation Steps:

1. Go to [Production Configuration] → [Batch Management] → [Batch List]
2. Find the batch to edit in the list
3. Click [Edit] button
4. Modify the information to be updated
5. Click [OK] to complete modification

[Note] For batches that have started production, basic information cannot be edited, only remark information can be updated.

Function Screenshot:

Figure 1: Edit Batch

4.4 Delete Batch

4.4.1 Delete Batch Description

Delete batch records, only batches that have not started production can be deleted.

Operation Steps:

1. Go to [Production Configuration] → [Batch Management] → [Batch List]
2. Find the batch to delete in the list
3. Click [Delete] button
4. Confirm the deletion operation

[Note] Deleting a batch will permanently delete the batch data and cannot be recovered.

Function Screenshot:

Figure 1: Delete Batch

4.5.1 Batch Battery Login

Operation Steps:

1. Go to [Production Configuration] → [Batch Management] → [Batch List]
2. Click [Import] button
3. Fill in battery data according to the template format
4. Click [Select File] to upload the filled Excel file
5. Click [Start Import] to execute data import
6. View the import result report

[Note] Before importing, please ensure that the associated process flow, product model, factory, and production line already exist.

Function Screenshot:

Figure 1: Batch Battery Login

Figure 2: Batch Battery Login File Format

Figure 3: Batch Battery Login File Upload

Figure 4: Batch Battery Login File Upload Complete