Batch and Serial Tracing

Inventory > Item management > Batch Tracing

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For certain manufacturers, tracing each material serial or batch number from the moment it is received in the warehouse is an essential requirement for offering a full service to customers.

Beas covers this requirement with the batch number tracing and serial numbers tracing functionality that can track each single transaction on a serial or batch number.

 

The default name of this field is Batch number. However, if a serial number is entered in the field, the name of the field will be displayed as Serial number.

 

Using batch and serial tracing you can determine the following:

 

Which batch or serial number was built in to which batch or serial number
Which batch or serial number a batch was built into or transformed to
Whether a batch or serial number was checked against a QC-order
Whether a production time receipt was reported for an operation linked to a batch or serial number
Any resource(s) related to an operation which is linked to a batch or serial number
The delivery note that was created for the delivery of a finished batch or serial number item

 

The following transactions are considered for batch and serial number tracing:

 

Production receipts and issues
Production backflushing booking processes
Batch transfer
Split batch

 

A direct batch tracing can only be completed, if the receipt and issue are in a process. This is done for example, at backflushing WO or at a order time receipt - last operation sequence.

Only an indirect assignment is possible if the issue process is separated (Area=indirect). In this case it can only be determined which batches have been used or created for the work order position.

 

No batch and serial number tracing is available for other types of transactions, for example SAP Business One - Production. The connected transaction is only displayed in the Documents area.

 

Example:

Assembly A, batch A1 contains assembly B

Assembly B has been created with batch B1 and receives material C

Material C has been booked with batch C1

 

The following can be seen in the structure display:

A1 (A)

|- B1 (B)

|  |- C1 (C)

 

The batch window

PATH: Inventory > Item management > batches > batch tracing.

Batch_tracing

Window mw_tracing_master.psr

 

Area

Description

Header: Item / Batch

Enter the item batch or item serial number.

 

Other Fields:

 

Delivery Notes: Specifies whether delivery note information is displayed related to the selected batch or serial number.

 

Range: Specifies the range of items and transactions that are be displayed for the specified item.

 

Direct

The system displays all items that are directly linked to the selected batch or serial number.

 

Following types of transactions are considered:

Order time receipt - last operation sequence with backflushing  material postings and posting-in assembly
Production backflushing receipt
Batch transfer
Split batch

Indirect

The system displays all items that are indirectly linked to the selected batch or serial number.

This setting can be used, if  there are no direct assignments. This checks all bookings, which are assigned to an assembly. This calculation method is very time consuming and should only be used if there is no direct assignment.

All

The system displays all items that are directly or indirectly linked to the selected batch or serial number.

Use only, if the indirect option does not display all transactions (for example, batch split) and the direct calculation method is not enough.

Contains tab

 

The selected item is displayed on the Contains tab with an overview of all the batch and serial number items that are linked to this item in the system.

 

If there is a direct assignment (that is, via production - order time receipt, backflushing, batch transfer, and so on) between the batches and serial numbers, then the associated batch  or serial number is displayed in black. If there is an indirect connection, the entry is grayed out.

 

Double-clicking on an entry, opens the tracing for the selected batch or serial number.

 

The items are displayed in structure view. The maximum structure depth as well as the quantity of the maximum allowed rows, can be set in the Configuration wizard > Materials management.

 

Each batch and serial number is displayed only once, even if they are used multiple times. This can be configured in the Configuration wizard. youtube Setting every batch number only one time

Issues may occur at partial postings where one batch is displayed multiple times, because this option is enabled. In this case "batch-assembly-level2" has been issued twice for the item "batch-assembly-level1". The batch is broken down twice accordingly.

batchnum_tracer_structure

 

View settings

 

The structure display area, as well as, the distance between the structure display and the item number can be customized.

 

The color of icons represents the batch status:

Green folder = released

Blue folder = no access

Red folder = blocked

Used in tab

Displays all batches or serial numbers that the searched batch or serial number was used in.

Documents tab

All transactions and QC-orders are displayed here for the batch or serial number selected in the structure area. Beas document types like batch transfer or batch split are taken into account. The screen can be configured with Window settings.

Delivery Note tab

Delivery notes that the batch or serial number was delivered are displayed in this area. This area shows delivery notes related to all displayed batches.

 

 

Field

Description

Document

Document number.

Type

Document type.

Date

Document date.

Personnel

Personnel who created the document.

Important: The employee name is displayed, not the user name. No name is displayed, if working without a terminal, if there is no connection between user name and employee name, or the document was not created in Beas.

Quantity

Posted quantity.

Warehouse

Affected warehouse. In case of transfer, the withdrawal warehouse is displayed.

Warehouse 2

In case of a transfer, the target warehouse is displayed.

Name

Customer name.

Order, Pos 1, Pos 2

Linked work order document: order number, assembly position, BOM position

QC-order

Linked QC-order.

Time receipt

Linked time receipt.

Important: This is only displayed for posting documents, created from beas9.0-000 Patch3 and only, if the posting is made together with a time receipt.

Resource

Reported resource in the linked order time receipt.

Reference

Reference number of posting document.

Information

Information, Memo from linked document.

Work station

The work station, where the document was created. Only displayed, if the document was created by Beas.

Beas version

The version of Beas that the document was created with.

 

hmtoggle_plus1In case of low performance

 

If response times are long, adjust the following settings:

1.Switch the Delivery notes Option to No.
2.Set the Range Option Direct.
hmtoggle_plus1Batch tracer - Report, Export structure information

(beas 9.1 PL: 08)

 

Beas offers an object, that processes the structure report in the BEAS_REPORTAUSWERTUNG table. A structure report and batch tracing report cannot be created with SQL statements.

 

Execute the following script commands before the output of the report:

object=ue_chargenbuchung=tracerreport=<itemcode>=<distnumber> [=<sysnumber> [=Bereich]]

or for the opposite - used in object=ue_chargenbuchung=tracerreport_buildin=<itemcode>=<distnumber> [=<sysnumber> [=Bereich]]

Return = Variable id

 

If you do not indicate the sysnumber, it is determined automatically, as long as it is a batch. Serial numbers must be entered.

 

Area:

all = all connections
bf = only direct connections (Standard)

bfa = directe and indirect connections (very slow)

 

via

select * from "BEAS_REPORTAUSWERTUNG" where "ID"=<id> order by "NR"

The report is generated. After this, the content should be deleted again.

delete from "BEAS_REPORTAUSWERTUNG" where "ID"=<id>

 

The following fields are available in the BEAS_REPORTAUSWERTUNG table:

Field

Description

ItemCode

Item number

ItemName

Item designation

distnumber

Batch- or Serial number

pos

System number of the batch- or serial number (SysNumber)

version

A-Version of batch

ag_id

Is is a batch? Y=yes, N=no

aplatz_id

Is is a serial number? Y=yes, N=no

level

Level

bitmapname

Depending on the status, a bitmap is created

pos_text

Status - Text in current user language

colorid

Status of the row

black(0/0/0) = direct connection

grey(128/128/128) = indirect connection

Nr

Sorting

id

Everything linked to this ID, belongs to this report

 

 

Window: mw_tracing_master

beas Version 9.0-000-003-013

 

see

serial number tracing

youtube Work order batch assign

 


Help URL: https://help.beascloud.com/beas202102/index.html?chargenverfolgung.htm