Batch Record Review

Solution Designers must first save the latest version of the marketplace solution from the marketplace catalog as a company solution.

1. Select the Main Menu icon.
2. Select OPUS Solution Environment.
3. Select Catalog from the left menu.
4. Select Marketplace Solutions.
5. On the Search Solutions page, filter the list of solutions to find the required solution.
6. Find the latest version of the solution and select the Solution Name to open the solution.
7. On the Solution Details page, select Save As.
8. On the Save As panel, fill in the following fields:
   1. Solution Name field – The name of the solution that will be saved as a company solution.
   2. Description field – (Optional) The description of the solution.
9. Select Apply.
   The marketplace will be saved as a company solution in the Available tab on the left menu.

After saving the solution as a Company Solution, Solution designers must create a network for the solution from OPUS Administration.

1. Select the Main Menu icon.
2. Select Administration.
3. Select Network and Apps from the left menu.
4. Select New.
5. In the Network Information section, fill in the following fields:
   1. Application drop-down – Select the application for which you want to configure the marketplace solution. For e.g. Process Orchestration for Empowered Teams.
   2. Network Name field – The name of the network being created.
   3. Network Description field – (Optional) The description of the network being created.
6. In the Solution section, fill in the following fields:
   1. Standard Solution toggle – This value must be no as the solution for which the network is being created is a marketplace solution.
   2. Company Solution field – Select the solution that you saved as a company solution in the previous procedure.
7. Select Save.
   The new network is created and the solution is ready for use.

After creating a network for the solution, Solution Designers must define roles for accessing the network.

1. Select the Main Menu icon.
2. Select Administration.
3. Select Users from the left menu.
4. Select Network Members from the left menu.
5. On the Search Network Members page, filter the list of network members by the network created in the previous procedure.
6. Select the user email of the user who created the network.
7. Select Edit.
8. In the Roles section, select the role required to access the network.
9. Select Save.
   The role to access the new network is configured.
   

By default, a batch record review is created by a set of basic fields, which are widely used. However, depending on your business needs, you may need to include additional fields in the batch record review. To include additional fields, edit the batch record review to view all available fields and update the required fields.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Batch Record Review from the left menu.
7. Select New.
8. In the General section fill in the following fields:
   1. Title field – The title of the new batch record review.
   2. Description field – The description of the batch record under review.
9. Select Save.
   The batch record review is created in the Draft state.
10. To move the batch record review to To Do state, select Move to.
    

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Batch Record Review from the left menu.
7. Select the Display Identifier of the batch record review to edit.
8. Select Edit.
   In addition to the fields updated when creating the batch record review, additional fields will be displayed which can be updated if required.
9. In the General section update the following fields:
   1. Display Identifier field (auto-generated) - The Display Identifier of the Batch Record Review as in their internal system or ERP.
   2. Title field – The title of the new batch record review.
   3. Description field – The description of the batch record under review.
   4. Business Priority drop-down – The level of priority for the batch record review. Select from Low, Medium, High, and Critical.
   5. Due Date field – The target resolution date of the batch record review.
10. If you require to collaborate with an external partner, enter the details under the Participants section:
    1. Initiator Company field – The name of the company that created the batch record review. This field is automatically populated with the logged-in user.
    2. Assignee Company field – The name of the Partner company that is assigned to take action on the batch record review.
11. In the Product Information section, add information about the impacted product in the following fields:
    1. Product Name field – The name of the impacted product.
    2. Item Code Type field – The item code type of the impacted product.
    3. Item Code Value field – The item code value of the impacted product.
    4. Product GTIN field – The GTIN of the impacted product.
    5. Batch Number field – (Optional) The batch number of the impacted product.
    6. Lot Number field – The lot number of the impacted product.
    7. Batch Size field – The batch size of the impacted product.
    8. Manufacturing Date field – The manufacturing date of the product under review.
    9. Expiry Date field – The manufacturing date of the product under review.
    10. Manufacturing Site field – The manufacturing location of the product under review.
12. In the Batch Review Documentation section, add location information in the following fields:
    1. Document Name field – The document name and version of the batch record under review.
    2. Attachment field – The document file for the batch record review.
    3. Review Notes field – Notes for reviewers for the batch record.
    4. Last Modified field – The last modified date for the batch record review document.
13. In the Batch Review Status section, add information about review resolution in the following fields:
    1. Review Status field – The outcome of the review for the batch record review document.
    2. Approved On Date field – The date on which the batch record review is approved.
14. Select Save.
    The batch record review is updated.

Owners can edit the Assignee Details section while the batch record review is in the Draft state. Once the work item moves to the To Do state, the Assignee Details section can be edited only once.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Batch Record Reviews Dashboard from the left menu.
   View the widgets in the dashboard, which display pre-defined queries to demonstrate the state of all batch record reviews at a high level.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Batch Record Reviews Dashboard from the left menu.
   View the widgets in the dashboard, which display pre-defined queries to demonstrate the state of all batch record reviews at a high level.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Batch Record Reviews from the left menu.
7. Select Filter.

8. In the Filters panel, fill in one or more of the following fields to filter the results:

   1. State field – The state in which the batch record review is, such as To Do, In Progress, or Done.
   2. Display Identifier field – The display identifier of the batch record review.
   3. Title field – The title of the batch record review document.
   4. Initiator Company field – The business name and identifier of the company which initiated the batch record review.
   5. Assignee Company field – The business name and identifier of the company which is assigned the batch record review.
   6. Assignee Reviewer field – The name of the user who is assigned the batch record review.
   7. Initiating Users field – The users who initiated the batch record review request.
   8. Review Status field – The outcome of the review for the batch record review document.
   9. Business Priority field – The business priority of the batch record review.
   10. Due Date field – The due date of the batch record review.
   11. Last Modified Date field – The period of time in which the batch record review was last updated.

9. Select Apply.
   All batch record reviews matching the filter criteria are displayed.