Components and Lots

The Components tab on a batch detail page is where you link physical inventory lots to the batch. Issuing a lot to a batch creates a permanent traceability record — proving exactly which raw material (from which vendor, with which COA) went into each unit you produced.

The Components tab

Navigate to the batch detail page and click the Components tab. You will see all Bill of Materials (BOM) lines from the Master Formula listed as rows, each with:

• Component name — the raw material as defined in the formula BOM
• Target quantity — the amount required per the formula (adjusted for batch size)
• Issued lot — the inventory lot assigned to this BOM line (empty until issued)
• Actual quantity issued — what was physically weighed and recorded
• Status — whether a lot has been issued for this line

Issuing a lot to a batch

Role required: Compounding Technician or above.

A lot must be in Released status to be issued to a batch. Quarantined, Rejected, or Recalled lots cannot be issued.

1. On the Components tab, find the BOM line for the material you want to issue.
2. Click Issue lot on that row.
3. An Issue Lot dialog opens showing available Released lots for that material. The list is ordered by expiry date (FIFO — oldest expiry first) to encourage first-in, first-out usage.
4. Select the lot you want to issue.
5. If the lot has a barcode registered in the system, you will be prompted to scan the barcode to confirm you have the correct physical container. Scan with your device camera or USB scanner.
6. Enter the quantity issued (the actual amount you weighed or measured for this batch).
7. Click Issue lot.

The lot is now linked to this BOM line. The quantity entered is deducted from the lot's available inventory balance immediately.

Barcode confirmation

When a lot has a barcode on file, barcode confirmation is a required verification step before the lot can be issued. This prevents inventory mix-ups — ensuring the physical container in your hands matches the lot you selected in the system.

If a barcode scan is not possible (scanner unavailable, barcode damaged), a supervisor can override with a PIN and written reason, which is recorded in the audit trail.

COA assay and purity calculations

The COA (Certificate of Analysis) assay percentage recorded when the lot was received is automatically applied to any Calculation steps in the batch that reference the purity variable.

For example, if you received Famotidine USP with a COA assay of 97.2%, the purity factor used in calculations will be 0.972. A calculation step with the expression targetWeight / purity will automatically compute:

50,000 mg / 0.972 = 51,440 mg  (adjusted quantity to compensate for purity)

This ensures that when your technician weighs the adjusted quantity, the final batch contains the correct amount of active ingredient regardless of lot-to-lot purity variation.

Important: If the COA assay was not entered when the lot was received, the purity factor defaults to 1.0 (100%). This may produce incorrect calculations. Always enter the COA assay when receiving a new lot.

Inventory deduction

When a lot is issued to a batch, the quantity is immediately deducted from the lot's On Hand balance in inventory. This ensures that:

• Other batches being created at the same time do not over-commit the same material
• The inventory catalog accurately reflects what is physically available
• Expiring lot alerts reflect true remaining quantities

If a batch is voided after a lot has been issued, the quantity is automatically returned to the lot's on-hand balance.

Changing or removing an issued lot

If you issued the wrong lot or entered an incorrect quantity, you can update the assignment while the batch is still In Progress:

1. On the Components tab, click the issued lot row.
2. Click Re-issue to select a different lot or update the quantity.
3. Enter the reason for the change.
4. The original issuance and the correction are both recorded in the audit trail.

You cannot remove a lot issuance once the batch has been submitted for QA review.

Viewing lot details from within a batch

Click any issued lot number (shown as a link in the Components tab) to open that lot's detail page in a new tab. This lets you review the full COA, prior batch usage, and remaining quantity without leaving the batch.

Related pages

• Executing Steps — How steps reference issued lots via barcode scans
• Inventory — How lots are created and released before use
• Step Types — Barcode Scan — Scanning barcodes during step execution