Tracing List of the Source of Deliveries OR Destination of Supplies
Reference Contents > QA Results and Batch Tracking > 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.
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Field |
Description |
|---|---|
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Trace List |
Lists all trace paths from supply to dispatch for the trace reference entered. |
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Information on Selected Event |
If the trace reference selected is a standard code, details will be shown here. |
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Button |
Action |
|---|---|
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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. |
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Trace Again |
To obtain an alternative trace. |
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Provides a printed report of the trace records shown on the list. |
LinksTracking 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:
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Field |
Description |
|---|---|
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Part Number |
The number of the part being processed. |
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Batch |
The batch number from which or to which the quantity was moved.
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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. |
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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. |
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Quantity |
The quantity in stock units of measure of the movement into inventory. If this is negative the movement was out of inventory. |
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Movement and Type |
Qty and Batch ID |
Reference |
|---|---|---|
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SO dispatch – A |
-ve Source |
‘D’,CUSCODE,SAHDESP,SAHLINE or |
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SO return – B |
+ve New |
‘C’,CUSCODE,SAHIVNO,SAHINVL |
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Job issue – A |
-ve Source |
‘J’,CUSCODE,JOBCODE,JBILINE |
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Job return – B |
+ve New |
‘J’,CUSCODE,JOBCODE,JBILINE |
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SO dispatch – A |
-ve Source |
‘C’,CUSCODE,SAHIVNO,SAHLINE |
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SO return – B |
+ve New |
‘C’,CUSCODE,SAHIVNO,SAHLINE |
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PO receipt – C |
+ve New |
‘S’,SUPCODE,POHPONO,POLLINE |
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PO return – D |
-ve Source |
‘S’,SUPCODE,POHPONO,POLLINE |
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General Issue – E |
-ve Source |
User entered or none |
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Gen. Return – F |
+ve New |
User entered or none |
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Outwork issue – G |
-ve Source |
‘S’,SUPCODE,POHPONO,POLLINE |
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Outwork return – H |
+ve |
Change qty or delete issue |
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WO kit issue – I |
-ve Source |
‘W’,WKOWONO |
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WO kit return J |
+ve |
Change qty or delete issue |
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WO receipt – K |
+ve New |
‘W’,WKOWONO |
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Allocation – L |
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De-allocation – M |
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Adjustment +ve qty – N |
+ve New |
User entered or none |
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Adjustment -ve qty – N |
-ve Source |
User entered or none |
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SO preparation – O |
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PO preparation – P |
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WO preparation – Q |
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Kitting qty adjustment – R |
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Quarantined (outward) – S |
-ve Source (Non-Quar) if not float |
User entered or none |
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Released (outward) – T |
-ve Source (Quar) |
User entered or none |
Where:
- CUSCODE = Customer code
- SAHIVNO = Invoice Number
- SAHLINE = Invoice Line Number
- SUPCODE = Supplier Code
- POHPONO = Purchase Order Number
- POLLINE = Purchase Order Line Number
- WKOWONO = Work Order Number
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.
CUSTOM CAPABILITY: The following Options can be used to modify the Batch Number and Tracking system operation:
- optSOBatchNosInDesc If set to 1 or YES, Batch Numbers of tracked parts will be appended to the Sales History description and show on invoices.
- optStockBatchDateWarn If set to 1 or YES, a user warning is given on batch selection at the time of dispatch when date-based batch numbers are older than number of days set in PTMUSE2. This enables an expired batch to be identified so that expired stock is not shipped to customers.
- optStockBatchNoManual If set to 1 or YES, the user is permitted to enter a Batch Number for batch tracked items received from a Purchase Order or received from a Work Order. The number must be unique and have a different prefix character to that currently set in the Company Details.
| See also: – |
Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:48:00.00. Class wTckList last modified 23 Sep 2017 10:51:12.
Reference Contents > QA Results and Batch Tracking > Tracing List of the Source of Deliveries OR Destination of Supplies
