制造運營：如何通過批次和序列跟蹤提高可追溯性.pdf

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1、Manufacturing Operations:How to Boost Traceability with Lot and Serial TrackingMunsell Randall2Presented byMunsell RandallPresales Engineer(Manufacturing)3AgendaIntroductionSession Overview:Production of Lot-or Serial-Tracked ItemsLearning Objective:Assign Parent Lot or Serial Number to Materials on

2、 IssueLearning Objective:Assign Parent Lot or Serial Number to Materials on CompletionQ&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full

3、name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your persona

4、l details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn how to do the following:Learn how different Lot/Serial Class Configurations impact Lot and Serial Numbers.Gain an understanding of Lot/Serial Pre-assignment.Experience an example to see how Acumatica Lot Trac

5、eability tracks item movements.Session Overview8Case Study for Lot/Serial Tracking ChallengesABC Food Inc.is a food manufacturer that specializes in producing high-quality,organic products.The company was facing challenges with its inventory management,as it was difficult to track the origin and exp

6、iration dates of its ingredients and finished products.This lack of traceability made it difficult to comply with food safety regulations and to effectively manage product recalls.ChallengesqDifficulty tracking the origin and expiration dates of ingredients and finished productsqLack of traceability

7、 made it difficult to comply with food safety regulations and to effectively manage product recallsqManual inventory tracking process was time-consuming and error-prone9Importance of Tracking the Production of Lot and Serial-tracked ItemsTrack the production of lot or serial-tracked items in the fol

8、lowing cases:When you want the units of items to be traceable through the whole lifecycle,from production to the people who consume or use the units of the item.When you guarantee the quality of produced items,with replacement if the customer is not satisfied,and thus need these numbers to track qua

9、lity issues and ensure that the items were produced by your organization.When you produce items with expiration dates.When you organize the produced items in lots.10Acumatica Offerings Assignment of Lot or Serial Numbers to Produced ItemsAfter the item is produced and moved to stock:You assign the l

10、ot or serial number when receiving the item in a warehouse.Pre-assignment of Lot or Serial Numbers to Produced ItemsBefore the item is produced:You assign the lot or serial number before you release a production order.Assignment of Parent Lot or Serial Numbers to MaterialsDuring the processing of pr

11、oduction transactions,you can assign the lot or serial numbers of produced:Assignment of Parent Lot or Serial Numbers on the Issue of MaterialsAssignment of Parent Lot or Serial Number on Completion11Goods ProducedProduction orderBarcoded Label as moving items into inventoryLot or serial tracked raw

12、 materials,sub-assembliesNot a way to track components to specific end itemsWithout Pre-assignmentGoods ProducedProduction order w/barcoded labelLot or serial tracked raw materials,sub-assembliesAssign Lot or Serial numbers to specific end items(Full traceability)With Pre-assignmentPre-assign Lot/Se

13、rial With and Without12Some Reasons WHY Pre-assignment Of Lot/Serial May Be RequiredCompanies may need to assign or reserve Lot or Serial numbers at the start of a production order.Labels can be printed along with the shop packet.Companies may need full lot/serial traceability:“As Built”Unit(compone

14、nts used to build the items)RecallsRepairsSimplifies the task of tracking serial or lot numbersAllows you to maintain and retrieve the data required by your customers and regulatory agencies.Business Scenario:Assign Parent Lot or Serial Numbers to Materials on Issue1415Business Scenario:Assign Paren

15、t Lot or Serial Numbers to Materials on IssueWe will walk you through the process of creating and processing a production order with a serial-tracked item and serial-tracked material.During processing,you will assign the serial numbers of the item to be produced(the parent item)to the units of seria

16、l-tracked materials when the materials are issued.Our company makes a serial-tracked manufactured finished good which also has a serial-tracked component.Our company must be able to confirm that the serial-tracked finished good and all its serial-tracked components were produced by us and to track t

17、he components that were used in the production of this specific serial-tracked finished good.The information about the serial numbers must be stored in the system because our company provides service for the serial-tracked finished product for repair and replacement.This serial-tracked component mus

18、t be assigned to the serial number of the manufactured serial-tracked finished good.The production team needs to assign the serial numbers of the component when they are ISSUED to the production order.Demo:Assign Parent Lot or Serial Numbers to Materials on Issue17Quiz:Assign Parent Lot or Serial Nu

19、mbers To Materials On IssueQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.20Quiz ExplanationWhen the On Issue option is selected in the Require Parent Lot/Serial Number box on the Production Order Mainten

20、ance(AM201500)form for a production order,which form should you use to assign parent lot or serial numbers to lot-or serial-tracked materials?Late Assignment(AM312000)Materials(AM300000)Labor(AM301000)Move(AM302000)Business Scenario:Assign Parent Lot or Serial Numbers to Materials on Completion2223B

21、usiness Scenario:Assign Parent Lot Or Serial Number To Materials On CompletionWe will walk you through the process of creating and processing a production order with a serial-tracked item and serial-tracked material.During processing,you will assign the serial numbers of the item to be produced(the

22、parent item)to the units of serial-tracked materials when the units of the produced item are moved to stock(a.k.a COMPLETED).Our company makes a serial-tracked manufactured finished good which also has a serial-tracked component.Our company must be able to confirm that the serial-tracked finished go

23、od and all its serial-tracked components were produced by us and to track the components that were used in the production of this specific serial-tracked finished good.The information about the serial numbers must be stored in the system because our company provides service for the serial-tracked fi

24、nished product for repair and replacement.This serial-tracked component must be assigned to the serial number of the manufactured serial-tracked finished good.The production team needs to assign the serial numbers of the component when the serial-tracked finished good is move to stock(a.k.a.COMPLETE

25、D).Demo:Assign Parent Lot or Serial Numbers to Materials on Completion25Quiz:Assign Parent Lot or Serial Numbers to Materials on CompletionQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.28Quiz Explanation

26、When the On Completion option is selected in the Require Parent Lot/Serial Number box on the Production Order Maintenance(AM201500)form for a production order,which form should you use to assign parent lot or serial numbers to lot-or serial-tracked materials?Production Order Details(AM209000)Materia

27、l Transaction Details(AM0000015)Critical Materials(AM401000)Late Assignment(AM312000)Session Summary30Case Study for Lot Tracking SolutionABC Food Inc.implemented Acumaticas lot tracking feature to address their lot tracking challenges.Acumaticas lot tracking feature allows them to assign unique ide

28、ntifiers to batches(lots)of inventory items.This makes it possible to track the movement of items from the time they are received from suppliers until they are shipped to customers.SolutionImplemented Acumaticas lot tracking functionality.Assigned unique identifiers to batches(lots)of inventory item

29、s.Tracked the movement of items from the time they are received from suppliers until they are shipped to customers.31Conclusion and Key Takeaways Assignment of Lot or Serial Numbers to Produced ItemsAfter the item is produced and moved to stock:You assign the lot or serial number when receiving the

30、item in a warehouse.Pre-assignment of Lot or Serial Numbers to Produced ItemsBefore the item is produced:You assign the lot or serial number before you release a production order.Assignment of Parent Lot or Serial Numbers to MaterialsDuring the processing of production transactions,you can assign th

31、e lot or serial numbers of produced:Assignment of Parent Lot or Serial Numbers on the Issue of MaterialsAssignment of Parent Lot or Serial Number on CompletionQuestion&Answer33QuestionIs there a setting to allow using the same lot number for an item for multiple production orders?We want to create s

32、everal production orders to consume the component but cannot use the same lot number across multiple production orders.AnswerThe reason why its stopping them is because they have selected the option for pre-assigning Lot Numbers.If they dont pre-assign then there is nothing stopping them from produc

33、ing the same Lot Number on multiple production orders.34Production Order Cannot Be ReleasedIf using pre-assigned lots,then make sure that the total quantity of items assigned to each lot number is equal to the Quantity to Produce as specified in the production order.35Keep in touch!No Reliance This

34、document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance should be placed on their availability.Confidentiality:This document,including any files contained herein,is confident

35、ial information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Munsell R