Applies to TidyEnterprise Users

Please note, material entries for items with batches enabled can only be done using Tidy 2. If you do not have Tidy 2 and want to learn more, please read How to Get Tidy 2. All data in your original Tidy account will be shared in Tidy 2, and vice-versa.

You are now able to complete material entries for material items with batches enabled in Tidy 2.

If an item has batches enabled, a button will display to the left of the delete button indicating this.

If the button is orange, this means batches are not fully assigned. If the button is already green, this means that the batches have been fully assigned and can be Submitted.

Clicking the batches button will display a pop-up screen enabling you to assign batches.

The Difference Required is the difference between the batched materials you have used and assigned.

Once you have assigned all the batches, the difference required will be 0.

Click Save

Once you have clicked save and all batches have been assigned, the batches button will change to green.

Then, click Submit All

The approval process for materials with batches enabled is limited to only reject. A rejected material entry may be resubmitted, re-edited, or deleted from the Tidy 2 screen.

Please note, this feature is only available to material writers with auto approval enabled.

To learn more about Material Entries for Items with Batches Enabled, click here.

If you have any additional questions, please contact us.