OM Module

(Order Module)

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Introduction

• The Suite’s Order Management (OM) module is a web-based

application for creating, managing, scheduling, and executing
manufacturing orders.

• OM is one of the manufacturing applications along with

Materials Management (MM), Inventory Management (IM),
Electronic Work Instructions (EWI) OR Workflow (WF), and
Weigh and Dispense (WD).

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• Using features in OM, a user can create a production order,
modify the order’s bill of materials, allocate material to the
order, dispense material against the manufacturing order,
create output material, return the output material to
inventory, as well as execute an electronic batch record (EBR)
for the order.

• As the order is executed, OM collects dispensing information

and sends information to IM about material consumption
and production.

• If the order contains a workflow, OM collects parameter

values from work instructions of the executed EBR for
inclusion in the batch record.

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Logging In

• Enter the log on ID and password provided to you for

accessing the Suite.

• After you have successfully authenticated, the Suite’s

application bar is displayed in the application workspace.
Click the Orders tool button on the application bar and
authenticate again, if required.

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Order Lifecycle

Approved

Planned Released

Hold

Manufacturing
Cancelled
complete

Closed QC Review

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Changing order status

• Right-click an order number and select the Change Status

command on the context sensitive menu.
• After the Change Order Status dialog opens, select a
different status from the Status drop down list.
• Click Ok.

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About Order Status

Action Resulting Status

Create Order (not set to Auto-Release) Planned

Change Order Status to Approved Approved

Change Order Status to Released Released

Sign Off on All Process Segments Manufacturing Complete

(Manufacturing Review)
Sign Off on Order (Manufacturing Review) QC Review (Manufacturing Review)

Close Order Closed

Order was Cancelled/On hold Cancelled/Holding

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Tasks that can be performed with an order are based on the order’s status.
The table below lists the status changes permitted in each of the statuses.

Status Action
Pending Order was created. Status can be changed to Approved,
Holding and Cancelled.

Approved Change Order Status to Released , Holding and

Cancelled

Holding Change Order Status to Pending, Approved, Released

or Cancelled

Released Change Order Status to Holding or Cancelled

Manufacturing Complete Change Order Status to Planned, Approved, Released,

Holding, Cancelled

QC No status change possible

Review/Closed/Cancelled

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The Order Management Workspace

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• Create a new order
• Auto Release • Material allocation
• Scale product for size
• Allow potency adjustment • Dispense Material
• Maintain total quantity
• Area Dispense
• Change the order status
• Create output
• With Scale
• Change order priority • Without Scale

• Change manufacturing dates •

• Return to Inventory
• Add process segment
• Transaction History

• Add component to a process segment • Execute Order

• Add output to a process segment • Manufacturing review

• Closing the order

• Assign module and operator to
• component for dispensing

• Add Comments

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The Order Tree

The nodes that can be displayed in an order.

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• right-click a released order, the menu displays for an order.

All items can be performed

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Customizing Your Workspace: Using Views
• The Button Bar

Customizing the Actions Menu

• Click the Edit link to open the Edit Action Items

dialog. Beside each action item is a check box.
• Click to check or uncheck. Unchecked items will not
display on the application workspace.
• Click Ok to save the changes.

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The Legend Dialog
Open the dialog by clicking the Legend tool button on the
application utility toolbar.
Expand each of the headings to see the list of icons associated
with an item or action.

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Creating a New Order
Click Actions on the application utility toolbar and click New
Order. The New Order dialog opens

After reviewing all information, click Ok to create the order.

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Parameter Description
Product:
• Click to open the Select Product dialog.
• All materials that are BOM-enabled are listed.
• Highlight the material code of the material to be created and click Ok.
• After the dialog closes, the material code is listed on the New Order dialog

Auto Release:
• If No is selected, the order will be in Planned status and must be approved prior to
release.
• If Yes is selected, the order is automatically released.

Order Number:
• Click to generate a manufacturing order number, if your system is configured to
generate an order number automatically.
• If the system is configured to allow you to enter an order number, you can do so even if
an automatic number is generated.

Product Size:
• Accept the product size or enter a different value. The amount must be within the
recipe's output range, defined in the recipe.

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 Priority:
• Select the priority for this order. Priorities are configured in the Administration utility.

Scale Product for Size:

• Select Yes or No for Scale Product for Size.
• If Yes is selected, the components and output materials will be adjusted based on the
value entered in Product Size.

Batch Start Date/Batch End Date:

• Click the Batch Start Date text box to open a calendar control. Select the date that the
manufacturing is to begin.
• Click the Batch End Date text box to open a calendar control. Select the date that the
manufacturing is to be complete.

Allow Potency Adjustment:

• Select Yes or No from the Allow Potency Adjustment drop down list.
• If yes, the potency of the active materials may be adjusted.

Maintain Total Quantity:

• If Yes is selected, the amount of excipient material will be adjusted based on the
potency of the active component.

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Right-click the order number,

• Select Change Status to change status from planned.

• Change Priority to change priority like normal, high
low as per requirement.
• Edit Dates to modify start and end date.
• Edit Custom Properties to edit order custom property.
• Add Process segment to add different PS to the order.
• Order Summary displays information about the
order like component, product code, size etc.
• Add Order to campaign for add order to campaign order.

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Campaign Orders
• A campaign order is an order consisting of multiple
production orders.
• A campaign identifies a group of orders and is created when
the first production order in the campaign is created. The
production order thus becomes the first order in the
campaign.
• Campaigns generally serve one of two purposes. In one case,
the planner wants to create a series of production orders for
a single output. In this case all the production orders will be
created for the same product.

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Create Campaign order

• Click the Actions tool button on the application utility tool bar and
select Create Campaign from the list.

• All the field are same as Create process order except Add to campaign.

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• Open the New Campaign dialog ,to create a new campaign.
• Open the Select Campaign dialog , to add the order to an
existing campaign.

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• After release the order right click on order which gives
option like below:

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Add a Component to a New Process Segment
• Select a material code and click Ok.

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• The Select Material dialog closes and the Add Process Segment dialog
expands to display sections for component attributes, dispensing
attributes and charging attributes.
• Of all these attributes, the two that require values are the standard
quantity and the unit of measure, found in the Component Attributes
section. Enter or select all required information and click Ok.

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Adding an Output Component
• Right-click the process segment and select the Add Output command from the
menu.
• The Add Output Component dialog opens On the Add Output Component
dialog, enter the standard quantity.
• Select a different unit of measure, if desired.
• Enter the container size and number of containers, if desired. The container size
and containers for the number of output containers to be created and the
quantity of an individual output container.

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• Prior to dispensing a material, the dispensing activity can be
assigned to a dispensary module and a dispensing operator.
Assigning a Module
• Expand an order to display the Components node. 8.12.2
Expand the Components node to display material codes.
• Right-click a material code and select the Assign Operator or
Module command on the context-sensitive menu.

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• After the Assign Operator and Module dialog opens, click the Search
Module tool button .

• The Select Module/Operator dialog opens. Select a

module/Operator from the list and click Ok.

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Transaction History
• The transaction history is a log of the transactions executed
against an order, or a process segment, or a component.

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Material Allocations
• There are two ways to allocate materials: automatically and
manually. Automatic allocation is often referred to as auto-
allocation.

Automatic Allocation :
• Right-click the material code in an order and select the Auto
Allocate command from the menu. The Auto Allocate
Materials dialog opens. Click Ok.

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Manual Allocation
• Right-click the material code in the order and select the Allocate
Materials command on the menu. The Allocate Materials dialog
opens, shown below
• To select a container from a list, click the
Select Containers tool button tool button
to open the Select Available Lot dialog.

• This lists all lots which have containers in

acceptable QC status.

• Expand a lot number and highlight a

container number.

• Click Ok

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• Assign required quantity to the order after selecting
container.

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Dispensing Material
• Right-click the material code in the order and select the
Dispense command from the menu to open the Setup
Wizard in WD.

• To bypass dispensing manually, select Set Dispense

Complete

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Area Dispensing

• This is available only for those materials that have been

defined as area dispense materials in the BOM.
• These materials are not dispensed through Weigh &
Dispense.
• Right-click the area dispense component in an order’s
process segment and select the Area Dispense Component
command from the menu.
• After the Area Dispense Component dialog opens, click the
Add a Lot tool button. The Select Available Lot dialog opens

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• Expand a lot to display containers. If a container has been
allocated, expand the lot to display the specific container.
Select the container and click Ok.

• The dialog closes. The Dispense Material dialog refreshes

with a Containers section.

• Enter the quantity to be dispensed. The lot number,

container number and its barcode value are displayed.

• Click the Select Location tool button to open the Select

Location dialog.

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• Select the location and click Ok. The dialog closes.
• If dispensing is complete, click Yes. If not, select No. You will
select another container.
• To print a dispense label, click the Select Printer tool button
to open the Select Printer dialog.
• click Ok

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Charge Dispense material
• After dispense complete, Expand order to Material.
• Right-click on material and select Charge.
• The dialog opens.
• click ok.
• To bypass Charge manually, select Set Charge Complete.

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Returning Dispense Containers to Inventory
• Containers created during the dispensing procedure can be
returned to inventory. When a container is returned to
inventory, it is assigned to the inventory lot that was used to
create it.
• The container will need to have a new label printed. Left-
click an order to expand its component nodes until the
dispense container is visible.
• Right-click the container number and select the Return to
Inventory command on the menu. The Return Materials to
Inventory dialog opens.
• Click the Select Printer tool button to open the Select
Printer dialog.
• Highlight the label printer to be used and click Ok.

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Creating Output
• When creating output without a scale, weigh information is
manually entered.
• Expand the order's nodes until the material code below the
Output node is visible.
• Right-click the material code and select the Create Output
command from the menu. The Create Output dialog opens.
• Click the Find Location tool button to open the Select
Location dialog. The system needs the location where the
output is created.
• Highlight the name of a location and click Ok. The name of
the location appears in the Location text box.

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• Click the Select Printer tool button tool button to open the
Select Printer dialog.
• Highlight the name of a printer and click Ok. The name of the
printer appears in the Print Label text box.
• Select the vessel (container) type from the Vessel Type list.
The vessel type is displayed in the text box after it is selected

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Returning Output Containers to Inventory
• Expand the nodes of an order until the output material code
is visible.
• Right-click the material code and select the Return to
Inventory command on the menu. The Add Output
Container to Inventory dialog opens.
• Click the Select Printer tool button to open the Select Printer
dialog.
• Highlight the name of a printer and click Ok.
• Click the Find Location tool button to open the Select
Location dialog.
• Highlight the name of a location and click Ok

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Workflow Module
• Right click on order and select “Execute” to run recipe which
is attached to that order.
• Ex.13568 material is attached with Recipe MR_TEST.(Open
material configuration for information about recipe
attached)

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• Login by ID and Password.
• Open a screen like below

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• Now click on Dashboard for workflow information.
• Completed folder shows the workflow which
completes .Active shows the running workflows.

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• Click on Workflow instance and select Open to Open the
workflow.

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If problem occurs during execution of workflow, it is temporary
solved by following options:
• Change Step
• Force Start
• Force Complete
• Change Step

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