--- title: "Batch balancing enhancements" slug: "batch-balancing-enhancements" description: "Improve batch balancing for pharmaceutical production by managing active ingredients, potency, and accurate formulation requirements." tags: ["Life Sciences", "Supply Chain Management"] updated: 2026-06-25T10:24:09Z published: 2026-06-25T10:24:09Z canonical: "docs.staedean.com/batch-balancing-enhancements" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Batch balancing enhancements The formula for the compounding process of pharmaceutical products can include active ingredients. The active ingredient is characterized by a batch-specific potency evaluated during quality controls, determining the ingredient’s efficacy. The compensating ingredient is used to balance the quantity of the active ingredient based on the defined compensating factor. The filler ingredient is a neutral ingredient that is used to reach the desired output quantity of the manufactured product. The required filler quantity is calculated based on variations in the active ingredient and the compensating ingredient quantities compared to the standard quantity. The relation between active and compensating ingredients is set up in the **Compensation principle** form, which can be opened from the formula lines by clicking **Ingredients > Compensation principle**. The **Factor** field specifies the efficacy of the compensating ingredient as a compensator. Multiple formula lines for the same active ingredients can be part of the same formula. Life Sciences Supply Chain Management™ displays the **Record-ID** of the active ingredient formula line in the **Compensation principle** dialog to allow users to distinguish between different formula lines for the same active ingredient. The potency of some active ingredients is not stable during the product’s shelf life. Therefore, it must be retested right before the manufacturing process to ensure that the right amount of active ingredients is used. Additional quantities may also be required to produce finished products with suitable specifications. Life Sciences Supply Chain Management extends D365 standard functionality to allow users to have a visual clue to check if the batch balancing has been executed for a specific batch order by looking at the **Batch balancing** parameter in the **All production orders** form or in the **Update** FastTab of the batch order details. The **Batch balancing** parameter is disabled by default and is automatically enabled after the batch balancing has been successfully executed for the specific batch order. If the batch order **Status** is reset to a status different than **Released**, the **Batch balancing** parameter is disabled. Once the **Batch balancing** parameter is enabled, users can release the batch order to the warehouse again, even if the batch balancing process has already been executed. Life Sciences Supply Chain Management extends D365 standard functionality to allow users to add a new line of the active ingredient in the batch order formula line by enabling the **Add active ingredient formula line** parameter in the **Production control parameters** form (**Production control > Setup > Production control parameters**) when the batch order **Status** is set to **Estimated**, **Scheduled**, **Released**, or **Started**. Additionally, enabling the **Add active ingredient formula line** parameter enables batch balancing when a picking list journal is already available for the batch order. > [!NOTE] > Note > > A warning message to prompt users to execute the batch balancing process again is displayed when the reservation for a batch order formula line for an active ingredient is manually updated. By enabling the **Automatic batch balancing** configuration key, Life Sciences Supply Chain Management allows users to skip the batch balancing process by enabling the **Skip batch balancing** parameter in the **Production control parameters** form (**Production control > Setup > Production control parameters**). When the **Skip batch balancing** parameter is enabled: - Users cannot execute the batch balancing process for a batch order (that is, the **Batch balancing** button is disabled for batch orders), and the required quantity of the active ingredients needs to be reserved: The quantity to be reserved is the estimated quantity calculated based on the batch order quantity, and it does not consider the potency attribute value of the reserved batch(es). - Manually, via the **Reservation** form in the batch order formula lines. - Automatically, via the **Reserve lot** button in the **Reservation** - Automatically, based on the reservation principle upon batch order status update. - Users can define if the active ingredient should be automatically reserved based on the reservation principle (for example, FEFO) via the **Reservation** field in the batch order formula lines (**Production control > Production orders > All production orders > Production order** Tab > **Formula** button). The **Reservation** field is automatically inherited from the item’s item model group, and it is editable. - Users can release the batch order to the warehouse via the **Release to warehouse** button (**Production control > Production orders > All production orders > Warehouse** Tab) without executing the batch balancing process. When the **Skip batch balancing** parameter is disabled, the execution of batch balancing is mandatory to release the batch order to the warehouse. By enabling the **Automatic batch balancing** configuration key, Life Sciences Supply Chain Management enforces users to [dispense batches of active material following a determined sequence](/life-sciences/docs/dispensing-process). Users can view and modify the order in which reserved batches for a specific **Lot ID** must be weighed in the **Active batches** form (**Production control > Production orders > All production orders > Production order** Tab > **Formula** button > **Ingredients** > **Active batches**). > [!NOTE] > Note > > The **Active batches** button is enabled only for lines with **Ingredient type** **Active**. The batches of active ingredients are added to the **Active batches** form: - When the **Marked** checkbox is selected for a specific batch during the batch balancing process, if the **Skip batch balancing** parameter is disabled. - When the **Reservation** field is manually or automatically populated for a specific batch, independently from the **Skip batch balancing** parameter . The batches added to the **Active batches** form are automatically assigned to a sequence number based on the sequence in which they have been added to the **Active batches** form. Users can manually change the sequence of batches using the **Move up** and **Move down** buttons in the **Active batches** form. The sequence of batches can be modified only if the dispensing order line generated from the batch order containing the selected active ingredient has not been created or it is in Status different than **Created**. ## Related - [Dispensing process](/dispensing-process.md)