Holding a Batch

This chapter explains how to create and release hold for a batch.

This chapter covers the following topics:

• Overview of Batch Hold
• Creating a Batch Hold
• Defining a New Hold Reason
• Releasing a Batch Hold
• Viewing Hold History for a Batch

Overview of Batch Hold

A user can place a batch hold to pause or stop a process for a number of reasons, such as to obtain a supervisor's signature or because of a machine breakdown. When one of these events takes place, users can put a batch on hold to stop further processing until the reason is resolved. Then the hold can be removed and the manufacturing process can continue.

There are two types of Hold based on the issue. For some cases material could still be allowed to be issued to the batch, changed, moved to the next operation, or stay at the current operation. Some issues require the material to be removed from the resource and all transactions stopped, downstream operations cancelled or rescheduled.

You can place a hold in either one of two modes:

• Stop: In Stop mode, the batch is removed from the machine or resource. Downstream operations are removed from the schedule and no additional material is allocated or reserved. No activity related to the batch is allowed until the hold mode is changed to No Hold.

• Pause: In Pause mode, the batch is temporarily paused while an issue is being resolved. Material can still be issued to the batch, downstream operations can be rescheduled, and material can be moved to the next operation. The next operation will not run until the hold is removed.

Note: To use E-Records, create AME rules and setup E-Records appropriately.

The following table explains the hold applicability on different batch statuses.

Batch Status	Hold Mode: No Hold	Hold Mode: Stop	Hold Mode: Pause
Pending	Yes	Yes	Yes
WIP	Yes	Yes	Yes
Complete	Yes	Yes	Yes
Closed/Cancel /Terminated	Yes	No	No

The following conditions apply when a batch is placed on hold:

• A batch can be put on only one active hold at any time.

• The system date is treated as the default start date. It is a read only field.

• The end date is disabled while holding a batch.

• You can only specify an end date while removing a batch from hold.

• The end date should be greater than the start date and cannot be later than the current date.

• If there is an active hold, the hold reason is displayed and the start date becomes read only.

Related Topics:

See: Creating a Batch Hold

See: Defining a New Hold Reason

See: Releasing a Batch Hold

See: Viewing Hold History for a Batch

Creating a Batch Hold

Oracle Process Manufacturing (OPM) Process Execution batches can have a number of different statuses, from creation of the batch to the completion of the batch. You can place a batch on Hold for a number of different reasons before the batch is allowed to be further processed. A batch can be placed on hold in any status except a closed, cancelled or a completed batch with Terminated indicator enabled. When placing a batch on hold, you must select the appropriate hold mode and you must provide a reason for placing the hold. You can also provide additional details as required.

Prerequisites

• Create a batch
• Perform a search for the batch using the Find Batches window.

To place a batch on hold

1. Navigate to the Batch Details window.

2. From the Tools menu, select Hold. The Batch Onhold window appears.

3. Select the Hold Type from the list. The available options are Stop and Pause.

4. Select an appropriate Hold Reason from the list. To create a Hold Reason, see Defining a New Hold Reason.

5. Once the batch hold E-Record is approved, the system date is treated as the Start Date.

6. Enter any additional information in the Hold Comments field.

7. Click OK to place the batch on hold or click Cancel to discard your changes and return to the Batch Details window.

   The following table lists the actions that are allowed or not allowed when a batch is placed on hold:

   Action	Hold Mode: Pause	Hold Mode: Stop
   Transactions (Material/Reservation): New	Yes	No
   Transactions (Material/Reservation): Backdated Transaction (Transactions created before the hold start date)	Yes	No
   Transactions (Material/Reservation): Corrections	Yes	No
   Reservations/Picking/MO	Yes	No
   Can batch be reserved for Demand	Yes	No
   Planning	Yes	No
   Pending Lots	Yes	No
   Batch Actions: Reroute	No	No
   Batch Actions: Scale	Yes	No
   Batch Actions: Reschedule	Yes	No
   Batch Actions: Step Actions	No	No
   Batch Actions: Miscellaneous updates	Yes, except Actual Quantity and Date fields	No
   Batch Actions: Addition of Batch Step	Yes	No
   Batch Actions: Removal of Batch Step	Yes	No
   Batch Actions: Addition of Material	Yes	No
   Batch Actions: Removal of Material	Yes	No
   Batch Actions: Addition of Activity	Yes	No
   Batch Actions: Removal of Activity	Yes	No
   Batch Actions: Addition of Resources	Yes	No
   Batch Actions: Removal of Resources	Yes	No
   Batch Actions: Addition of Process Parameter	No	No
   Batch Actions: Removal of Process Parameter	No	No
   Batch Actions: Material Substitution	Yes	No
   Step Actions: Item-Step Association	Yes	No
   Step Actions: Batch Step Dependencies	Yes	No
   Simulation	Yes	No
   Nonconformance	Yes	Yes
   Outsourced Process Planning: Resource Transactions on Receiving	No	No
   MES: Dispense	No	No
   MES: Processing Instructions	No	No
   OPM Quality: Samples	Yes	Yes
   OPM Quality: Results	Yes	Yes

   Important: Actual Quantity and Date fields that are not allowed to be updated while the batch is in hold mode Pause are:

   • Material Actual Quantity

   • End Date of batch

   • Actual Start Date of batch

   • Batch Steps

   • Activities

   • Resources

   • Actual Resource Usage of the resource

   • Process Parameters

Defining a New Hold Reason

When you place a batch on hold you must select a reason from the list of values. If you do not find a suitable reason in the list, you can define a new hold reason using the Lookups.

To define a new hold reason

1. Log in to Oracle Forms with the System Administrator responsibility.

2. Navigate to Application > Lookups.

3. Search for Process Manufacturing Process Execution. Select it and click Go. A list of lookups is displayed..

4. Click the Update icon for the Select Batch Onhold Reason Types. The Update Lookup Type: Batch Onhold Reason Types window appears.

5. In the Lookup Codes section, click the Add Another Row icon.

6. Enter a valid Code, a valid lookup Meaning and a brief Description for your lookup.

7. Optionally, enter a Tag to describe your lookup.

8. Enter the Effective Dates between which this Lookup will be active. If you do not enter a start date, your Lookup is valid immediately.

9. Select or clear the Enabled check box to indicate whether applications can use your Lookup. If you do not select this check box, users cannot insert additional records using your lookup, but can query records that already use this Lookup.

10. Click Apply.

Releasing a Batch Hold

Once a batch is placed on hold, the further processing of the batch is completely stopped or paused, depending on the hold type, until the hold is released. Once the issue stopping processing of the batch is resolved, you can release the hold and further processing of the batch is allowed. If you want to change the hold type for a batch, you must first release the hold and change the status to No Hold and then again place the batch on hold with a different hold type.

Prerequisites

• Create a batch
• Create a batch hold
• Perform a search for the batch using the Find Batches window

To release a batch hold

1. Navigate to the Batch Details window.

2. From the Tools menu, select Hold Release. The Batch Onhold window appears.

3. Hold Type displays the current hold mode for the batch.

4. Hold Reason displays the reason that you selected when you placed the batch on hold.

5. The Start Date field displays the date on which the batch was placed on hold.

6. Hold Comments displays additional information that you entered when you placed the batch on hold.

7. Enter any additional information in the Release Comments field.

8. The End Date field is populated with the current system date.

9. Click OK to release the batch hold or click Cancel to discard your changes and return to the Batch Details window.

Viewing Hold History for a Batch

The Hold History button provides access to the Hold History window for the selected batch. While creating or releasing a batch hold, you can view the previous dates and reasons for holding or releasing the batch. This window displays and allows you to review all the details for the selected batch that were entered at the time of creating or releasing a hold such as hold type, hold reason, start date, end date, hold comments and release comments.

To view hold history for a batch

1. Navigate to the Batch Onhold window.

2. Click the Hold History button. The Hold History window appears and displays all the details of the selected batch.