Making a process batchable
Enable batching per process, not per item or method. On Resources → Processes, enable Batchable and select a Batch type. Sequential processes run parts one after another and sum member times. Simultaneous processes run parts together and use the longest member time. The same card holds the “Compatibility rules”: how strictly each dimension must match for operations to share a batch. Six describe the material consumed (material, substance, grade, dimension, form, finish) and a seventh, “Produced item”, describes what each job makes. Each is set to “Require Match”, “Suggest Match”, or “Ignore”. By default substance, grade, and dimension suggest a match and the rest are ignored. Requiring a match on “Produced item” keeps a run to a single output item, which is what makes its output lots mergeable afterwards. Only Require Match blocks selection; Suggest Match produces a warning. A work center can also define advisory Batch Capacity and Minimum Batch Quantity values. The builder displays capacity usage but does not enforce either limit.Building a batch
Open Production → Batches and select New Batch. The Unbatched Operations dashboard card and a job header’s N awaiting batching badge open the same builder. Select a Location and Batchable process. The builder lists operations that are unstarted, use that process, are not already batched, and have no recorded production. Operations that conflict with a Require Match rule remain visible but cannot be selected. Suggest Match conflicts display an amber tag and warning. The builder also proposes ready-made groupings: operations sharing a material signature and due within the same seven-day window, ranked by setup saved, urgency, and capacity fit. When the selected operations produce a lot-tracked item, the review panel adds an “Output” section: this is where the run’s lot numbers are decided, not on the shop floor. Each job gets its own lot number, pre-filled from the job’s current one. When every selected operation makes the same lot-tracked item, “Combine output into one lot” replaces them with a single lot number for the whole run. Creating is disabled until every lot number is filled in and no two jobs share one. Select Create batch to save the batch as Planned, or Create & Release to send it to the shop floor. A work center is optional. If omitted, the scheduler assigns the candidate with the earliest finish time on release and applies it to the batch and its members.Lifecycle
On the schedule
A released batch is one scheduling unit: it books a single work-center reservation sized by the batch type, placed before the per-job passes so member jobs plan around it. On the schedule board, the batch renders as one card listing its jobs; dragging it to another column reassigns the batch’s work center, and reordering it moves every member’s priority together. The Batches list also offers bulk actions — select planned batches and “Release N batches” in one go, or dissolve several at once.On the shop floor
The shop floor app has no separate batch page. Open any member operation to access the batch UI. A batch chip shows theBAT… number, member jobs, and Print batch list action. Starting the timer starts one clock for the entire batch, and planned time shows the batch total.
Beside the chip, a Batch | job switch picks what the page shows. “Batch” (the default) is the whole run: completed quantity across every job, materials issued, scrap, the output lot, one materials table with batch totals, and the list of member jobs. The job switch shows the member’s own steps, parameters, materials, and files, as for any operation.
Picking materials
The run is shared, so the materials list is too. The batch view lists each material once with the batch’s total requirement and the split per job beneath it (for example2 · 4 · 6), and a “Pick” button for what is still outstanding. In the job view each material row carries a second “Batch” figure beside the member’s own.
Picking a material issues it to every member at once. The quantity defaults to the batch’s outstanding requirement, and Alforse divides what you pick across the members in proportion to what each still needs. Costing and lot traceability stay per job; only the operator’s trip to the shelf is pooled.
Materials that are not lot-tracked show a batch total for reference only. They are still consumed per job automatically at completion.