Manufacturing Work Orders with BOMs

Manufacturing Runs and Work Orders

• Use Manufacturing Runs to create cannabis products with both cannabis and non-cannabis inventory. Select multiple inputs and outputs.
• Use a Work Order to streamline the process using a Bill Of Materials. Select the Item to create and load the corresponding BOM to get the list of the input ingredients.

Managing Orders using BOMs

Go to the Manufacturing Module to create and schedule work orders, which call an Item Bill of Materials and scheduled manufacturing work.

Use this to create a batch record of manufacturing activities and easily consume inputs.

Access the Work Orders Screen

1. Go to the Manufacturing Module.
2. Click Create Work Order.

Define the Work Order

Type or select the data on the New Work Order Screen:

• Item Information
• Schedule & Operations
• Technical Parameters

Item Information

1. Define a Work Order Name to easily reference the job later.
2. Select the Item to Make. You can select a cannabis item or a non-cannabis item, as long as the item has an active Bill of Materials.
   Note: When you select an Item to Make, Flourish remembers your last selection and pre-fills:
   * Run Type
   * Machine
   * Bill of Materials
3. Select a Run Type and Machine/Workstation to document the work and ensure control over production processes, traceability, and compliance with GMP standards. Keeping records of equipment and processes is a best practice for product quality and safety and allows you to isolate risks and recalls if needed.
4. Choose a Run Type to indicate the process.
5. Choose the Machine (or Workstation) to document where the work takes place.
6. Set up your Lot Number ahead of time.
7. Choose the Bill Of Materials to use. Flourish supports multiple BOMs for an item. For example, if you change a component or if you have variable batch sizes. If the item has only one BOM, Flourish selects it for you.
   Making a non-cannabis item? Cannabis-only fields, such as strain, package tags, and Lot or production batch details, are hidden for non-cannabis items. See Make Non-Cannabis Items with a Work Order.
8. Enter the Total Planned Qty to Make. This defines the required input amounts based on the BOM.

Schedule & Operations

1. Choose a Scheduled Date for the work order. You can select the Date and the Time. Use Flourish's Analytics Module to pull a work schedule and view the related manufacturing dashboards.
2. Select the optional Shift.
3. Type Number of Employees.
4. Type the Duration (HH:MM).

Technical Parameters

1. Use the Sequence, Notes, Reference Fields, etc., to report on and capture additional data.
2. You can click CREATE and SAVE to save the work.

Create the Work Order

1. Click CREATE

   

2. Enter the Number of New Pkgs and Quantity per Pkg (g). Click the sign to enter another line of Number of New Pkgs and Quantity per Pkg (g).

Total Planned Qty to Make

Total Planned Qty to Make shows your planned quantity to make. It sets the initial required quantity of inputs.

Once you click Create, update the following:

1. Number of New Pkgs
2. Quantity per Pkg (ea)

When you set these fields, the system recalculates the required input quantity. The Total Planned Qty to Make field does not change.

Before You Create: Total Planned Qty to Make sets the initial required quantity of inputs.

After You Create: Number of New Pkgs and Quantity per Pkg (ea) set the required quantity of inputs.

Transitions on a 'Created' Work Order

The work order is now in Created status. From here, you can do the following:

• Click Cancel and confirm. This cancels the work order and removes the allocation.
• Click Save. The work order stays in Created status.
• Click Start to begin the work order. This sets the status to In Progress.

  

Transitions on a 'Paused' Work Order

• Click Cancel and confirm. This cancels the work order and removes the allocation.
• Click Save. The work order stays in Paused status.
• Click Start to resume the work order. This sets the status to In Progress.

Allocating Inventory

• Each Package displays the Lot # and the quantity.
• For components with a defined category but variable items, the Item selector displays the configured Category below it.
• Choose quantities to pull from one or more packages per input.
• When you allocate non-cannabis inventory, the inputs automatically save when you select the qty to assign to the work order.
• You can use non-inventory items as inputs on any work order, such as hourly labor with a UOM of hour. Flourish adds the cost of these inputs to the total cost before it splits that cost across the outputs. For example, 3 hours of labor at $20 per hour adds $60 to the total.

In-Progress Management

• Save the work order at any point to return later.
• Complete the work order once all inputs are used and tasks are finished.

Complete Work Order

Make one or more packages of one or more sizes. The total output quantity can be larger or smaller than the Total Planned Qty to Make. The QTY TO USE can be larger or smaller than the REQ QTY to account for real-world variances. Costs will accumulate accordingly.

Examples

• 1 Package for 1000 units
• 10 Packages of 100 units for a total of 1000 units
• 9 Packages of 100 units and 1 of 95 units for a total of 995 units

Make Non-Cannabis Items with a Work Order

Use a work order to schedule and record production of a non-cannabis item, such as batching raw ingredients for a gummy cook. You capture shift, number of employees, labor hours, and duration the same way you do for a cannabis work order.

1. Click Create Work Order in the Manufacturing Module.
2. Select the non-cannabis Item to Make, then select its Bill Of Materials.
3. Enter the schedule details and the Total Planned Qty to Make, then click CREATE.
4. Allocate the inputs and click Start.
5. When the work is done, enter each output lot. You can enter several lots of the same item, and each lot has its own quantity, lot number, area and location, and unit cost.
6. 
7. Click Complete. The lots are added to your inventory.

Adjust Inputs After Completion

After a work order is completed, you can correct how much of its inputs is left. Each adjustment is recorded against the work order, so the waste or shrink shows with that work order. The Flourish Android app has the same workflow. See Mobile App - Runs.

Prerequisites

• The work order is in Completed status. The Adjustments section does not appear for work orders that are Created, In Progress, or Cancelled.
• Your role has the adjust-package action, the adjust-inventory-qty action, or both under Inventory. You can adjust package rows with the first and consumable rows with the second.

Record an Adjustment

1. Open the completed work order and scroll to Adjustments, below Outputs.
2. Find the input to adjust. Cannabis input packages show the item, tag, lot number, and the package's current size. Non-cannabis consumables show the item, lot, area, and the current available quantity. These are the live quantities, not the quantities the work order used.
3. Click Adjust on the row.
4. Enter the New qty. This is the new total, not the difference. It starts at the current quantity and must be greater than 0.
5. Select an Adjustment reason. This is required. You can add an optional Comment.
6. Save. You see Adjustment recorded. and the row shows the new quantity.

What to Expect

• The Adjustments section lists every adjustment recorded against the work order, from the web application and the mobile app. Each entry shows the date and time in the facility's time zone, the user, the package tag or item, the quantity change, the reason, and the comment.
• A row shows No live inventory found for this line. and is disabled when its package or inventory no longer exists or is depleted. If the work order has no adjustable inputs, you see This run has no adjustable inputs.
• Package adjustments are sent to Metrc or BioTrack the same way as an adjustment from All Packages. Non-cannabis consumable adjustments are not sent to a state system.
• Adjustments made after completion do not change the output's unit cost. Adjustments made from All Packages or Inventory are not linked to a work order.

Review and Reports

See Flourish's Analytics module for additional reports and insights on top of this data set.