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Flourish Metrc Processing Job Integration (Manufacturing Runs and Work Orders)

Syncing a manufacturing run or work order to Metrc as a Processing Job

NIr Malchy
Updated by NIr Malchy

Metrc Processing Jobs

All information here applies to states where Metrc has implemented the "Processing Jobs" feature, such as the following: IL, MN, MT, NY, NV, and OR. Metrc's processing jobs provide enhanced visibility and tracking concerning inventory production methods and activity. This aligns with existing Flourish manufacturing capabilities.

The following Flourish features sync to Metrc as Processing Jobs:

  • Manufacturing Runs
  • Work Orders (unless output is marked as a Finished Good, which is NY-specific)
  • Inventory created from Bill of Materials (unless output is marked as a Finished Good, which is NY-specific)

The Metrc processing job functionality enables the creation of multiple packages from the same inputs, providing improved tracking of production batches.

How Processing Jobs Work in Flourish

Manufacturing Runs

Manufacturing Runs always sync to METRC as processing jobs in applicable states.

Work Orders

Work Orders sync to METRC as processing jobs when the output is NOT marked as a Finished Good (IsFinishedGood flag), which is only applicable in New York.

If the output is marked as Finished Good, the Work Order will sync as a standard package creation instead of a Processing Job.

Inventory from Bill of Materials

When inventory is created directly from the Bill of Materials screen, it automatically creates a work order in completed status upon completion. This will sync to Metrc as a processing job when the output is NOT marked as a Finished Good (IsFinishedGood flag), which is only applicable in New York. If the output is marked as Finished Good, the Work Order will sync as a standard package creation instead of a Processing Job.

Prerequisites

Before you can create Manufacturing Runs, Work Orders, or BOM inventory that sync as Processing Jobs, your facility must have the following:

  1. Create run types created for the facility you are working in.
    1. Processing Job Types are defined by Metrc
    2. Processing Job Categories are defined by Metrc
  2. Have the correct permissions within Metrc to sucessfully sync the action from Flourish

Note: If your facility doesn't have Processing Job Types and Categories in METRC (for example, non-processor facilities), you may not be able to use these features.

Syncing to Metrc

Flourish will sync data to Metrc in near-real time and pull data from Metrc on a nightly basis or on-demand when a user clicks one of the "Sync from Metrc" buttons within the application.

  1. Pull processing job types from Metrc (along with job type categories and attributes)
  2. Sync completed Manufacturing Runs, Work Orders, and BOM inventory as Processing Jobs
  3. Create the associated packages in Metrc
Retry Sync

If a sync fails:

  • For Manufacturing Runs: Retry from the Manufacturing Run grid
  • For Work Orders and BOM inventory: Retry from the Packages grid
Metrc Access

To work with processing jobs in Metrc, the user must have the access below:

Processing Jobs Page

  • Grids (req’d) - View
  • Inventory - Manage

Admin Menu

  • Processing Job Types - Manage

Terminology & Data Mapping

Flourish Software Data

Metrc Data

Definition

Manufacturing Run Type: Name

Processing Job Type Name

Displayed in the drop down within Flourish

Manufacturing Run Type: Description

Processing Job Type Description

A description of the process

Manufacturing Run Type: Steps

Processing Job Type Steps

Steps to take to perform the process

Manufacturing Run Type: Job Type Category

Processing Job Type Category

This is state specific and defined within Metrc

Manufacturing Run Type: Job Type Attribute

Procesing Job Type Attributes

This is state specific and defined within Metrc

Manufacturing Runs

Processing Job

Within Flourish a run is a set of inputs and outputs.

Manufacturing Work Order

Processing Job

Within Flourish a work order uses a bill of material to create an output.

Syncing Manufacturing Runs & Work Orders

Flourish's nightly Metrc sync will pull in processing job types created directly in Metrc, along with job type categories and attributes. However, we always encourage users to create data in Flourish first.

Job Type Categories and Job Type Attributes are state-specific and defined by Metrc. Flourish displays the options defined within Metrc.
Sync Run Types to METRC
  1. Go to Settings.
  2. Select Manufacturing.
  3. Select the Facility from the dropdown.
  4. Select Run Type. The run types display with a sync status icon.
    Run Type Display
  5. Click the Sync from METRC button to sync processing job types from METRC into Flourish if they do not appear in the list. Flourish will also pull the processing job types in on the nightly sync.
  6. Click New Run Type to create and sync the Flourish run type to METRC.
  7. To edit an existing run type and sync it to METRC, click on the NAME of the run type.
  8. When you Add Run Type or Edit Run Type, Flourish will open a modal to input/select all the necessary attributes to sync the run type to METRC as a processing job type:
  9. Click Save.

    The necessary attributes to sync the run type to METRC as a processing job type:

    • Enabled
    • Name
    • Description
    • Processing Steps
    • Job Type Category - select from the Dropdown
    • Job Type Attributes - select from the Dropdown

Sync Runs & Work Orders as Processing Jobs

You can start a new Manufacturing Run once you have created a Machine and synced a Run Type. Follow the steps below:

  1. Select the Manufacturing Module.
  2. Select the Create New Run button.
  3. Note the new required fields:
    1. Run Name.
      The Run Name must be unique. If it's not unique, the run will be out of sync, and you will have the option to resync after giving it a unique name.
    2. Run Type - Select from the dropdown, displaying the sync status.
    3. Run Notes.
  4. Select Machine from the dropdown.
  5. Add your input package(s):
  6. Click Add Package and choose an available item from your existing Flourish inventory. Type in the item name or select it from the dropdown menu. The Inputs grid now shows a sync status icon.
  7. Add any non-cannabis inputs (if applicable) by clicking Add Item. Inventory allocations to the manufacturing run will be deducted when you complete the run. You can quickly inbound non-cannabis items here if you need to (click Receive Non-Cannabis).
  8. Enter optional run attributes such as Processing Duration (mins), Temperature (˚F), Pressure (psi), and more.
  9. Click Start Run.
  10. Click Save to start a new run while the current one is in progress, or leave this page and return later.
  11. Click the +Add Output button to record the new material created from this Run.
    1. Production Batch is automatically checked and cannot be unchecked.
    2. Choose the new item that has resulted from this run, such as "Crude Oil Extract," "Distillate," or any other item configured in your item master and available for selection in the dropdown.
    3. Choose the strain, which is typically the same except in certain homogenized manufacturing run instances.
    4. Enter a quantity of new material that this run has produced.
    5. Confirm the created date/time.
    6. Choose an appropriate area for the new package and (optional) location within this area to store this new material.
    7. Enter a Lot Number.
    8. Finally, enter any other optional attributes for this run and click Save.
  12. After entering all the data, you can click Save the run in progress to return to it later, or Complete Run if all the inputs and outputs are final.
  13. When you click Complete Run and Confirm:
    1. The data entered becomes final and is logged accordingly into your inventory.
    2. Once done, you can no longer modify the run inputs and outputs.
    3. Flourish syncs the manufacturing run details to METRC as a processing job and displays its sync status in the All Runs grid.
    4. If the run is synced to METRC, you should see your new package(s) in sync in your All Packages inventory grid.

Sync of Manufacturing Runs & Work Orders
  • Flourish does not sync anything to Metrc when you save a manufacturing run in progress.
  • Flourish syncs the processing job and packages to Metrc immediately upon completing the run in Flourish.
Retry Sync
If the output packages fail to create in METRC, the manufacturing run will reflect an out-of-sync status.

You can see the sync status of the manufacturing run in two places:

The All Runs Screen

The Run Details Screen

Retry Sync of the Manufacturing Run by clicking the red out-of-sync icon.

When you retry the manufacturing run, Flourish will again attempt to:

  1. Create the processing job in METRC.
  2. Create the packages in METRC that were not successfully created.
  3. Handle updating and possibly finishing the input packages.
  4. Finish the processing job in METRC.

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