Tracing List of the Source of Deliveries OR Destination of Supplies

Document path Reference Contents > QA Results and Batch Tracking > Tracing List of the Source of Deliveries OR Destination of Supplies

Tracing List of the Source of Deliveries OR Destination of Supplies

The traceability system in the program works by recording all movements of parts marked as Tracked.

The Tracing Sources and Tracing Destinations functions of the Process -- QA and Tracking Menu enables you to view Tracking data and identify the sources of material that has been used in a product or where purchased material or components have been used and are contained within products sent to customers.

You are provided with the Trace Selection window within which you can select a source or destination batch for review.

The trace list will show the passage of the selected batch through all movements and ultimately to the dispatches to customers of all products. If you click on a line in the list any history record from Purchase, Sales or Works History that is identified by the reference will be examined and details displayed below the list. This information is only available if a direct link can be made with the reference selected.

If you wish to view a further trace, click on the Trace Again button.

Field

Description

Trace List

Lists all trace paths from supply to dispatch for the trace reference entered.

Information on Selected Event

If the trace reference selected is a standard code, details will be shown here.

Button

Action

Link Links

The link icon is enabled if you have selected a tracking records is associated with a Purchase, Works or Sales History record. This then supports direct access to links to quality documents linked to purchase or works history.

Trace Again

To obtain an alternative trace.

Print

Provides a printed report of the trace records shown on the list.

Tracking References

The traceability system in the program works by recording all movements of parts marked as Tracked. Each time a quantity of the part is moved a tracking record is produced with the following information:

Field

Description

Part Number

The number of the part being processed.

Batch

The batch number from which or to which the quantity was moved.

Customisation CUSTOM CAPABILITY: The standard batch code in the system is 7 characters automatically generated. However the system can accommodate the customisation of the length of STOFILE.STOBATC and TCKFILE.TCKBATCH fields which may be required if manual batch numbering is in force. Normal system functionality will accommodate this, however some reports may need to be customised to accommodate extra column widths.

Tracking reference

A coded reference which can identify the source or destination of the movement. For example, it may identify the Supplier, Purchase Order and Line Item of a receipt. See below.

Transaction type

A single character code that identifies the process causing the movement. The transaction type is the same as that used in Stock History.

Quantity

The quantity in stock units of measure of the movement into inventory. If this is negative the movement was out of inventory.

Movement and Type

Qty and Batch ID

Reference

SO dispatch - A

-ve Source

'D',CUSCODE,SAHDESP,SAHLINE or
'C',CUSCODE,SAHIVNO,SAHINVL

SO return - B

+ve New

'C',CUSCODE,SAHIVNO,SAHINVL

Job issue - A

-ve Source

'J',CUSCODE,JOBCODE,JBILINE

Job return - B

+ve New

'J',CUSCODE,JOBCODE,JBILINE

SO dispatch - A

-ve Source

'C',CUSCODE,SAHIVNO,SAHLINE

SO return - B

+ve New

'C',CUSCODE,SAHIVNO,SAHLINE

PO receipt - C

+ve New

'S',SUPCODE,POHPONO,POLLINE

PO return - D

-ve Source

'S',SUPCODE,POHPONO,POLLINE

General Issue - E

-ve Source

User entered or none

Gen. Return - F

+ve New

User entered or none

Outwork issue - G

-ve Source

'S',SUPCODE,POHPONO,POLLINE

Outwork return - H

+ve

Change qty or delete issue

WO kit issue - I

-ve Source

'W',WKOWONO

WO kit return J

+ve

Change qty or delete issue

WO receipt - K

+ve New

'W',WKOWONO

Allocation - L

 

 

De-allocation - M

 

 

Adjustment +ve qty - N

+ve New

User entered or none

Adjustment -ve qty - N

-ve Source

User entered or none

SO preparation - O

 

 

PO preparation - P

 

 

WO preparation - Q

 

 

Kitting qty adjustment - R

 

 

Quarantined (outward) - S

-ve Source (Non-Quar) if not float

User entered or none

Released (outward) - T

-ve Source (Quar)

User entered or none

Where:

New Batch Numbers are constructed from XNNNNNN, where X is the Batch number prefix set in the "System Manager" "Company Details..." and NNNNNN is the next batch serial number.

For +ve qty movements a new batch location is created when received into inventory.

For -ve qty movements the batch location is the source from inventory.

User entered tracking references cannot be prefixed by the characters "C", "S" or "W" which are reserved for automatic references.

Customisation CUSTOM CAPABILITY: The following Options can be used to modify the Batch Number and Tracking system operation:

See also: -

Compiled in Program Version 3.10. Help data last modified 7 MAY 2006 12:34. Class wTckList last modified 21 MAY 2008 13:31:53.

Document path Reference Contents > QA Results and Batch Tracking > Tracing List of the Source of Deliveries OR Destination of Supplies