Recipe to batch
Turn a released recipe into reconciled actual output and cost.
8 stages · 4 approvals
Roles and responsibilities
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Step 1Prepare batch
Work Order NumberBatch NumberOutput ProductPlanned Quantity
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Step 2Approve release
Work Order NumberBatch NumberOutput ProductPlanned Quantity
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Step 3Issue inputs
Portion NumberLotStatusCurrent Stock QuantityHeld
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Step 7Post output
Portion NumberLotStatusCurrent Stock QuantityHeld
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Step 8Close batch
Work Order NumberBatch NumberOutput ProductPlanned Quantity
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Prepare batch
Production Manager prepares the output quantity and work order using the current recipe, routing, quality, shelf-life and label basis. Each scaled ingredient and packaging requirement keeps its own unit, conversion, rounding and planned allowance.
Approval required
Approve release
Another actual Production Manager approves the exact batch, excluding preparation and material editors. Required Quality Manager specification and label decisions and Finance Manager standards are current. Released work retains that approved combination through later master changes.
Issue inputs
Production Operator uses eligible stock claims with current holds and date checks. Staging remains inventory; actual issue moves quantity and carrying into exclusive WIP. Original source populations and available unused quantities remain identifiable for later use or return.
Record processing
Production Operator records actual ingredient use, packaging, work and outcomes for review. Compatible yield and packaging reconciliations remain separate. Draft observations preserve the proposed use and its source without committing the consumed balance.
Approval required
Confirm terminal output
Independent Production Manager separately accepts actual work and confirms terminal quantity, with their own source decisions and performer/preparer exclusions. Terminal confirmation does not replace required time acceptance. Confirmed use reduces the issued material remainder once, without another stock issue. Intermediate throughput creates no extra finished goods. Disjoint quantity/cost allocations explain output; commingled exposure can reach every descendant.
Approval required
Approve variance
Finance Manager independently approves every nonzero difference between attributable actual WIP and frozen standard output. Known zero cost remains valid; unknown required cost blocks posting. The decision is additional to physical acceptance and binds the exact completion.
Post output
Production Manager executes the fully approved completion once. Actual WIP relief, standard output and signed variance post together. Physically accepted output can enter valued held inventory pending independent quality release; that later release adds no output or value.
Approval required
Close batch
Independent Production Manager approves quantity and operating-obligation closure, with additional Finance Manager approval for remaining financial residuals. Unused material, held output, loss, unfinished claims and WIP are reconciled; close cannot repeat the variance already posted at completion.
Approvals and exception handling
4 approvals required in this process
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Approve release
Production Manager signs · issue inputs waits
WorkOrders, WorkOrderMaterials, WorkOrderOperations, ApprovalDecisions -
Confirm terminal output
Production Manager signs · approve variance waits
ProductionCompletions, ProductionEntries, BatchMaterialAllocations, BatchReconciliations, ApprovalDecisions -
Approve variance
Finance Manager signs when variance or a protected cost exception requires approval · post output waits
ProductionCompletions, WorkOrderCostEntries, ApprovalDecisions -
Close batch
Production Manager signs · closes the process
WorkOrders, BatchReconciliations, WorkOrderCostEntries, ApprovalDecisions - Original issue quantities conserve useReturns, loss and remaining claims in each product unit.
- Unused returns restore only the original source remainder at its issue basis into a new layer.
- Rework and repacking preserve actual ancestryAge; new labels do not reset shelf life.
- Quality release governs exact eligibility independently of physical output acceptance and financial closure.
When the process needs attention
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hold
Issue inputs
Production Operator uses eligible stock claims with current holds and date checks.
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variance
Post output
Actual WIP relief, standard output and signed variance post together.
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variance
Close batch
Unused material, held output, loss, unfinished claims and WIP are reconciled; close cannot repeat the variance already posted at completion.
Records and postings
Process reports
All reportsBatch Yield and Variance
Reconcile WorkOrders through BatchReconciliations, BatchMaterialAllocations, ProductionCompletions and WorkOrderCostEntries: planned versus actual primary output on its compatible basis, each input's consumed/returned/lost/remaining quantity, separate packaging usage, current exclusive WIP, accepted output standard value and the independently reviewed signed variance, counted once across partial completions and closure.
Production and WIP
Follow released WorkOrders, WorkOrderOperations and ProductionEntries at the selected cutoff, distinguishing staged inventory, actual issued resources, terminal accepted output, unresolved physical work and financial closure; use exact original issue/cost claims for remaining WIP and do not multiply values through progress, genealogy, hold or report joins.
Lot Availability and Shelf Life
Show InventoryPositions and LotPortions with Lots, InventoryReservations, QualityHolds and the effective ShelfLifePolicies/LotDateEvents: owned quantity, disjoint restricted or claimed scope and currently eligible quantity in each product's base unit, with explicit unknown dates and evaluation time; apply customer remaining-life and expected-delivery requirements only for the identified order scenario and do not add parent portions to their children.
Recipe and Standard Cost
Compare the effective approved BOMs/BOMLines, ProductUnits and StandardCosts at the selected company/date and recipe reference-output basis; preserve each ingredient or packaging line's own unit, frozen conversion and rounding, show unresolved cost separately from known zero and apply the selected yield/loss convention once, with no implicit density or mixed-dimension total.
Quality and Release Position
Follow QualityInspections, InspectionResults, NonConformanceReports and QualityDispositions against the applicable controlled specification and exact lot population, showing missing/unknown evidence, independent decisions and unresolved restrictions; retain overlapping hold reasons without counting the same held quantity twice, and distinguish valued physical output from quality eligibility without creating another inventory balance.
Run by an agent
Agent support
An assistant cannot provide required independent human approval, establish food fitness or invent an actual inspection, production event, delivery or payment. It cannot clear unresolved holds through a summary, extend a lot's life without the required evidence or treat an imported result as a release decision.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› recipe to batch · prepare batch on WorkOrders, BOMs, BOMLines, ProductionRoutings, LabelVersions
✓ Production Manager prepares the output quantity and work order using the current recipe, routing, quality, shelf-life and label basis.
› recipe to batch · approve release on WorkOrders, WorkOrderMaterials, WorkOrderOperations, ApprovalDecisions
⏸ approval · waiting for the production manager
# 6 more stages after approval: issue inputs, record processing, confirm terminal output, approve variance, post output, close batch
Other processes
5 moreOrder to cash
Carry the customer promise from a reviewed offer to actual payment.
5 stages · 2 approvals
Procure to pay
Bring ingredients and packaging from reviewed purchase through supplier settlement.
8 stages · 3 approvals
Review and release
Bring evidence and remaining restrictions together before releasing a population.
7 stages · 1 approval
Allocate and dispatch
Choose suitable lots and carry their claims through actual customer handover.
7 stages · 1 approval
Trace and withdraw
Find affected goods and coordinate a reviewed response with clear follow-through.
8 stages · 3 approvals