Lot or Serial No. from BOM Component to Output Item

REQUIREMENT / BUSINESS VALUE

In some companies it is required that a lot, serial or package no. of a certain component transfers its item tracking information to the output item that is produced with a production order or assembly order.

Since in standard solution there is no feature to support this, we introduced a feature. This feature enables the automatic transfer of a lot, serial or package no. of a main component to the tracking information of the output item in a production or assembly order.

Tracking Code Setup

To enable this functionality, you will have to set up an item tracking code. This item tracking code will be used to configure main and output item.

1. Open item tracking codes list
2. Select the item tracking code you want to use for the transfer of tracking information
3. Open Tracking Code Card
4. Select Option transfer from Main Component for field Automatic Serial No. from

1. Select Option transfer from Main Component for field Automatic Lot No. from

2. Or Automatic Package No. From

Notice: For the configuration of the Item Tracking Code only the following combinations are allowed

1. Serial No. - Transfer from Main Component and Lot No. - Transfer from Main Component
2. Serial No. - Transfer from Main Component and Package No. - Transfer from Main Component

The setup "Transfer from Main Component" for both of the fields "Package No." and "Lot No." in the same Item Tracking Code is at the moment not supported in this combination.

Main Item Setup

Now you have to configure your main item with the tracking code you chose

Output Item Setup

make sure you also set your item tracking code for your consumption item. In Addition to that it is necessary to mark one component of your Production BOM or Assembly BOM as main item from which the tracking information should be transferred to the output item

Transfer tracking information in a Production Order

1. Create a new released production order
2. Klick on Line and Components
3. Than select the main item and klick on line and item tracking lines
4. Choose an lot and serial no. for main item

The transfer of tracking information begins after consumption is posted

1. Open Consumption Journal and select the production order

2. Create a new line for the created production order in the consumption journals

1. Post consumption journals line

2. Go back to your production order and check item tracking lines of output item

Transfer tracking information in a Assembly Order

1. Create a new assemble order

2. Select the main item and open Item Tracking Lines

3. Select an entry for the component
   

To transfer item tracking information into the output item you must activate the validate trigger in the file Quantity to Consume.

1. Change or insert a value in field Quantity to Consume

Finally, you may want to check if tracking information was transferred to the output item

1. Click on Navigate and then Item Tracking Lines