Work Order and Batch Order Processing

Overview

About the Client

Our client processes commodity grains and specialized ingredients into a variety of poultry and livestock feeds. This project highlights one of the features that was done to combine multiple Rootstock Work Orders into a single production run for tracking and planning. Batch Orders are designed for Production capacity reasons, they group the work orders together for batch processing. One batch produces multiple Items which are represented by separate, discrete work orders.

Challenges

1. Client was not able to track the mixtures and component quantity needed for a single batch run
2. Rootstock has exclusive features to process multiple/bulk work orders simultaneously but does not combine them for mixing and producing in a single batch
3. Rootstock has no centralized object structure to see and validate all work order data.
4. The combined component requirements are issued to the individual work order in proportion to the Required Quantity on the respective work order, not for combining multiple work order with components in one single batch.

Our Solution

How Blueflame Labs helped

To address these challenges, we implemented a centralized object for batch order processing to improve business capability. Our approach included the following:

1. Created a custom object for processing batch orders, which allowed one or more Work Orders to be combined in a batch based on the due dates and types of mixing.
2. Developed a custom solution using Apex and Flows which used Rootstock transactions to process the batch orders containing multiple work orders and their components
3. Batch orders maintained the quantities mixed based on the number of work orders included in that batch.
4. Created Apex Batch that runs twice daily to delete abandoned Batch Order that no longer have a related Work Order due to changes in dates so that the data remains clean

Results

Through the collaboration with Blueflame Labs, the client achieved the following results:

1. They were able to accurately track the ingredients needed and mixed in each batch order containing multiple work orders.
2. They were able to process the batches more accurately by knowing the quantities before hand
3. They were able to do the capacity planning using the batch order processing as well as using the rootstock capacity planning methods to improve their inventory.