Getting Started

App Instalation and Prerequisites

System Requirements

Manufacturing Batch Size is designed to run within Microsoft Dynamics 365 Business Central. As such, it requires an active Business Central environment with manufacturing capabilities enabled.

To ensure optimal performance and compatibility, the following conditions should be met:

• A supported version of Dynamics 365 Business Central (SaaS or On-Premises)
• Manufacturing module configured and operational
• Appropriate user permissions for production, inventory, and item tracking processes

Because the app extends standard manufacturing behavior, it is important that the underlying production setup - such as items, bills of material, and routing structures—is already in place and aligned with your operational model.

Application Requirements

• Basic knowledge of basic setup and use of Microsoft Dynamics 365 Business Central.
• All Production Planning functionalities are out of scope for this Extension. It is not possible to plan production by batch size.
• The Batch Size Manufacturing only includes Production Orders with Source Type = Item.
• Scrap Quantities on Routing are not considered when calculating Batch Size Production Orders.
• One Production Order Line can only produce one Batch/Lot.
• Batch Size Manufacturing is only applicable to Lot management. Package and Serial Number tracking will behave as standard.
• Batch Size Manufacturing is not applicable to items without Tracking Code.
• Create Lot No. Info. on Posting from Item Tracking Codes should be enabled, otherwise, controlling the movements on Batch Size Lots won’t be possible.

Installation Steps

Manufacturing Batch Size is installed as a standard extension within Dynamics 365 Business Central.

The typical installation process includes:

• Navigate to Extension Management in Dynamics 365 Business Central.
• Search for “Manufacturing Batch Size” by Bricklead in AppSource.
• Select Install and accept the terms and conditions.
• Wait for installation completion (typically 2-3 minutes).
• Refresh your browser to see new menu items.

First Steps with Manufacturing Batch Size

Identify Batch-Controlled Items

Begin by identifying the items that require strict batch control. These are typically finished goods that must always be produced in fixed quantities due to operational, quality, or regulatory requirements.

For these items, batch size is not just a planning parameter - it defines how production is executed.

Define Batch Size at Product Level

Once relevant items are identified, define the expected batch size for each one. This value will drive how production orders are created and how quantities are handled throughout the manufacturing process.

At this stage, it is important to ensure that:

• The batch size reflects real operational constraints
• The defined quantity corresponds to an actual production run
• Variability in quantities is minimized or eliminated

Align Bills of Material with Batch Logic

After defining the batch size, review the related Bills of Material.

Each BOM should represent the exact component quantities required to produce one full batch. This ensures that:

• Material consumption is consistent across production runs
• Output remains standardized
• Production orders generated by the system are accurate and reliable

This step is critical, as BOM structure directly impacts how batch production behaves in execution.

Create Production Orders Based on Batch Size

With the setup in place, production orders can be created using the batch size logic.

Instead of manually defining quantities, the system generates production orders aligned with the predefined batch size. This ensures that:

• Each order represents a complete batch
• Partial or inconsistent quantities are avoided
• Planning and execution remain aligned

This significantly reduces manual intervention and improves consistency across the production process.

Manage Lot Assignment and Traceability

As production progresses, lot tracking becomes a key element of control.

Manufacturing Batch Size reinforces a structured relationship between batches and lots, typically following a one-batch-per-lot approach. This allows:

• Clear traceability of each production batch
• Easier tracking of material usage and finished output
• Better visibility in case of audits or quality investigations

Users should also monitor scenarios where lots are split or merged, as these may impact traceability expectations.

Integrate into Daily Production Flow

Once these steps are completed, batch-controlled production becomes part of the standard manufacturing process.

Production orders, consumption, and output all follow the defined batch structure, ensuring that:

• Every batch is produced consistently
• Inventory reflects real production quantities
• Traceability is maintained across the full lifecycle

From this point forward, Manufacturing Batch Size operates as a core extension of your manufacturing setup, enabling a more controlled and predictable production environment.