Difference between revisions of "SOP-42Q-MES0051 Reporting Part Traceability"

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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Reporting|Reporting]] > Reporting Part Traceability</small><br/> <small>[[File:42Q Logo.jpg|RTENOTITLE]]</small>
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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Reporting|Reporting]] > Reporting Part Traceability</small><br/> &nbsp;
  
 
<br/> &nbsp;
 
<br/> &nbsp;
<center>'''Reporting'''</center> <center>'''''Reporting Part Traceability'''''</center> <center>'''''Version MES15 Portal 1.0'''''</center> <center>'''''Work Instruction'''''</center>  
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<center>'''Reporting'''</center> <center>'''Reporting Part Traceability'''</center> <center>'''Version MES15&nbsp;'''</center> <center>&nbsp;</center> <center>&nbsp;</center> <center>This SOP&nbsp;is 42Q's corporate standard.</center> <center>&nbsp;This document is under revision control. The latest revision is located on Intranet.</center> <center>&nbsp;Once printed it is an uncontrolled copy. All alterations to this SOP&nbsp;require approval.</center> <center>&nbsp;Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>  
&nbsp;
 
<center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>  
 
 
''This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'''
 
''This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'''
  
== Reporting ==
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== <span class="mw-headline" id="Reporting">Reporting</span> ==
  
 
MES can provide various traceability reports to meet the needs and documentation requirements of its users. Traceability reports provide users with information about the status of materials, production lines, and workstations.
 
MES can provide various traceability reports to meet the needs and documentation requirements of its users. Traceability reports provide users with information about the status of materials, production lines, and workstations.
  
== Part Traceability ==
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== <span class="mw-headline" id="Part_Traceability">Part Traceability</span> ==
 +
 
 +
This section introduces the reports relating to part traceability. To access the pages for the various reports discussed herein, log on to the MES15 Portal and navigate to '''Reporting&nbsp;'''<nowiki>>&nbsp;</nowiki>'''Part Traceability'''.
 +
 
 +
''After expanding the Part Traceability menu, users can then select the pages for the various Traceability reports.''
  
This section introduces the reports relating to part traceability. To access the pages for the various reports discussed herein, log on to the MES15 Portal and navigate to '''Reporting'''<nowiki>></nowiki>'''''Part Traceability'''. After expanding the Part Traceability menu, users can then select the pages for the various Traceability reports.''
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<u>'''Note:'''</u> Online Help is available on the Traceability&nbsp;web.
  
'''NOTE''': Online Help is available on the Traceability&nbsp;web.
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&nbsp;
  
=== Material Report ===
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=== <span class="mw-headline" id="Material_Report">Material Report</span> ===
  
 
The Material Report is one of the most important and frequently used reports for incoming processes. The Material Report can be used to search and display a variety of information about certain materials.
 
The Material Report is one of the most important and frequently used reports for incoming processes. The Material Report can be used to search and display a variety of information about certain materials.
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2. Select the&nbsp;'''Usage Report'''. The Usage Report displays.
 
2. Select the&nbsp;'''Usage Report'''. The Usage Report displays.
  
=== Receipt Traveler Report ===
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=== <span class="mw-headline" id="Receipt_Traveler_Report">Receipt Traveler Report</span> ===
  
 
The Receipt Traveler report can be used to display all the receiving records processed in ERP.
 
The Receipt Traveler report can be used to display all the receiving records processed in ERP.
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1. To view the report, navigate to the Receipt Traveler report page: '''Reporting'''>'''Part Traceability'''>'''Receipt Traveler Report'''.
 
1. To view the report, navigate to the Receipt Traveler report page: '''Reporting'''>'''Part Traceability'''>'''Receipt Traveler Report'''.
  
2. Select an option for displaying the search results from the '''Search by''' drop-down box. Options include Create Time and Receipting Number.
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2. Select an option for displaying the search results from the '''Search by'''&nbsp;a drop-down box. Options include Create Time and Receipting Number.
  
 
3. Enter the appropriate information in the fields adjacent to the Search by field and select the '''Search icon''' to generate results.
 
3. Enter the appropriate information in the fields adjacent to the Search by field and select the '''Search icon''' to generate results.
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4. Click the receipting number of a result in the list. The Material Report window displays.
 
4. Click the receipting number of a result in the list. The Material Report window displays.
  
=== Material On Hold ===
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=== <span class="mw-headline" id="Material_On_Hold">Material On Hold</span> ===
  
The Material On-Hold report can be used to display information about materials that are presently on-hold.
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The Material On-Hold report can be used to display information about materials that are presently on hold.
  
 
&nbsp;
 
&nbsp;
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4. The search results are then displayed.
 
4. The search results are then displayed.
  
NOTE: The status of material that is on hold and cannot load is indicated by a red X.
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<u>'''Note:'''</u> The status of material that is on hold and cannot load is indicated by a red X.
  
 
&nbsp;
 
&nbsp;
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1. Check the box of an item from the search results and select '''Update'''.
 
1. Check the box of an item from the search results and select '''Update'''.
  
NOTE''': '''You can check multiple boxes and update them at the same time.
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<u>'''Note'''</u>'''<u>''':'''</u> '''You can check multiple boxes and update them at the same time.
  
NOTE: Check boxes that are grayed cannot be put on hold, as this means the materials have been used in some product.
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<u>'''Note:'''</u> Checkboxes that are grayed cannot be put on hold, as this means the materials have been used in some products.
  
 
&nbsp;
 
&nbsp;
  
=== Board In Production ===
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=== <span class="mw-headline" id="Board_In_Production">Board In Production</span> ===
  
 
The Board in Production report can be used to display information about materials from scanned boards that are in production in a select line.
 
The Board in Production report can be used to display information about materials from scanned boards that are in production in a select line.
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4. The report results are displayed.
 
4. The report results are displayed.
  
NOTE: If required, define the Start Date and the Stop Date for limited production history boards.
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<u>'''Note:'''</u> If required, define the Start Date and the Stop Date for limited production history boards.
  
=== Boards In Model ===
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&nbsp;
 +
 
 +
=== <span class="mw-headline" id="Boards_In_Model">Boards In Model</span> ===
  
 
The Board in Model report can be used to display information about serials that have been scanned with a selected BOM P/N.
 
The Board in Model report can be used to display information about serials that have been scanned with a selected BOM P/N.
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4. Select the '''Search icon'''. The results are displayed.
 
4. Select the '''Search icon'''. The results are displayed.
  
=== Boards In Work Order ===
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&nbsp;
  
The Board in Word Order report can be used to display information about board scanning times according to work order number.
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=== <span class="mw-headline" id="Boards_In_Work_Order">Boards In Work Order</span> ===
 +
 
 +
The Board in Word Order report can be used to display information about board scanning times according to the work order number.
  
 
'''Figure 9: Boards In Work Order'''
 
'''Figure 9: Boards In Work Order'''
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&nbsp;
 
&nbsp;
  
=== Board History Report ===
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=== <span class="mw-headline" id="Board_History_Report">Board History Report</span> ===
  
 
The Board History report can be used to view information regarding all the workstations that are associated with a given board barcode.
 
The Board History report can be used to view information regarding all the workstations that are associated with a given board barcode.
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&nbsp;
 
&nbsp;
  
=== Break Panel Query ===
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=== <span class="mw-headline" id="Break_Panel_Query">Break Panel Query</span> ===
  
 
The Break Panel Query report can be used to view when a material or a component is consumed.
 
The Break Panel Query report can be used to view when a material or a component is consumed.
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&nbsp;
 
&nbsp;
  
=== Load Material Report ===
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=== <span class="mw-headline" id="Load_Material_Report">Load Material Report</span> ===
  
 
The Load Material Report can be used to show which materials are loaded at a workstation's production line.
 
The Load Material Report can be used to show which materials are loaded at a workstation's production line.
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&nbsp;
 
&nbsp;
  
=== Replace Barcode Report ===
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=== <span class="mw-headline" id="Replace_Barcode_Report">Replace Barcode Report</span> ===
  
 
The Replace Barcode report can be used to view the replacement history of barcodes, including replacing time, original barcode, new barcode, workstation, production line, and the position of the person who replaced the barcode.
 
The Replace Barcode report can be used to view the replacement history of barcodes, including replacing time, original barcode, new barcode, workstation, production line, and the position of the person who replaced the barcode.
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1. To view the report, navigate to the '''Replace Barcode Report''' in the MES Portal: '''Reporting'''>'''Part Traceability'''> '''Replace Barcode Report'''.
 
1. To view the report, navigate to the '''Replace Barcode Report''' in the MES Portal: '''Reporting'''>'''Part Traceability'''> '''Replace Barcode Report'''.
  
2. Select an option for searching results using the Search by drop-down box. Options include Original Barcode and New Barcode.
+
2. Select an option for searching results using the Search by the drop-down box. Options include Original Barcode and New Barcode.
  
 
3. Enter the corresponding barcode information into the field adjacent to the Search by the drop-down box. Enter the '''Start Date''' and the '''Stop Date '''to further filter the search results.
 
3. Enter the corresponding barcode information into the field adjacent to the Search by the drop-down box. Enter the '''Start Date''' and the '''Stop Date '''to further filter the search results.
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&nbsp;
 
&nbsp;
  
=== Prepare Material Report ===
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=== <span class="mw-headline" id="Prepare_Material_Report">Prepare Material Report</span> ===
  
 
The Prepare Material report can be used to see which materials are prepared for a given production line and workstation.
 
The Prepare Material report can be used to see which materials are prepared for a given production line and workstation.
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&nbsp;
 
&nbsp;
  
 +
&nbsp;
  
=== Location Mapping Report&nbsp; ===
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=== <span class="mw-headline" id="Location_Mapping_Report">Location Mapping Report&nbsp;</span> ===
  
 
The location mapping report can be used to see the mapping information of location and device.&nbsp;
 
The location mapping report can be used to see the mapping information of location and device.&nbsp;
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'''Figure 15: Location Mapping Report'''
 
'''Figure 15: Location Mapping Report'''
  
'''[[File:Figure 15- Location Mapping Report.png|800px]]'''
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'''[[File:Figure 15- Location Mapping Report.png|800px|Figure 15- Location Mapping Report.png]]'''
  
 
#To view the report, navigate to the location mapping report in the MES Portal: '''Reporting''' > '''Part Traceability''' >'''Location Mapping Report'''.  
 
#To view the report, navigate to the location mapping report in the MES Portal: '''Reporting''' > '''Part Traceability''' >'''Location Mapping Report'''.  
#In the location mapping Material Report page, type in a MDS User ID, location name and device Id.The report information is displayed.  
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#In the location mapping Material Report page, type in an MDS User ID, location name, and device Id. The report information is displayed.  
  
&nbsp;
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----
  
 
&nbsp;
 
&nbsp;
 
== Further Information ==
 
 
This completes SOP-5-I-42Q-MES0051-C RA1 Traceability Reporting Part Traceability information. For further information on a specific functional area refer to Traceability Web.
 
 
&nbsp;
 
 
&nbsp;
 
 
&nbsp;
 
 
 
== Document Revision History ==
 
 
{| border="2" cellpadding="4" cellspacing="0" class="wikitable" width="100%"
 
|-
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Date</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Author</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Title</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Version</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Change Reference</font>
 
|-
 
| 14/01/06
 
| Helena Wang
 
| Tech Writer
 
| align="center" | 1.0
 
| Initial User's Guide
 
|-
 
| 05/03/14
 
| Dane Parker
 
| Tech Writer
 
| align="center" | 1.0
 
| General review and new screen capture
 
|-
 
| 05/03/14
 
| Elaine Fonaro
 
| Tech Writer
 
| align="center" | 1.0
 
| Review and format for WIKI
 
|-
 
| 03/04/16
 
| Elaine Fonaro
 
| Tech Writer
 
| style="text-align: center;" | v 1.0
 
| Updated Oracle occurrences to ERP
 
|-
 
| 27/04/16
 
| Dane Parker
 
| Tech Writer
 
| style="text-align: center;" | 1.0
 
| Formatted to 42Q
 
|-
 
| 04/04/18
 
| Elaine Fonaro
 
| Tech Writer
 
| style="text-align: center;" | 1.0
 
| Applied new template for format
 
|-
 
| 06/25/20
 
| Elaine Fonaro
 
| Tech Writer
 
| style="text-align: center;" | 1.0
 
| Updated occurrences of PTS to Traceability
 
|-
 
| 08/28/20
 
| Helena Wang
 
| Tech Writer
 
| style="text-align: center;" | 2.0
 
| Add Location Mapping Report
 
|}
 

Revision as of 21:13, 25 August 2021

42Q Home > Reporting > Reporting Part Traceability
 


 

Reporting
Reporting Part Traceability
Version MES15 
 
 
This SOP is 42Q's corporate standard.
 This document is under revision control. The latest revision is located on Intranet.
 Once printed it is an uncontrolled copy. All alterations to this SOP require approval.
 Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'

Reporting

MES can provide various traceability reports to meet the needs and documentation requirements of its users. Traceability reports provide users with information about the status of materials, production lines, and workstations.

Part Traceability

This section introduces the reports relating to part traceability. To access the pages for the various reports discussed herein, log on to the MES15 Portal and navigate to Reporting Part Traceability.

After expanding the Part Traceability menu, users can then select the pages for the various Traceability reports.

Note: Online Help is available on the Traceability web.

 

Material Report

The Material Report is one of the most important and frequently used reports for incoming processes. The Material Report can be used to search and display a variety of information about certain materials.

1. To use the report, navigate to the Material report page: Reporting > Part Traceability > Material Report.

2. Specify the manner in which to search for material by selecting an option from the Search by the drop-down box. Options include Create Time, Material Barcode, Receipting Number, Part Number, Expired Material, and LPN.

3. Enter the corresponding information in the field of fields adjacent to the Search by the drop-down box.

4. Alternatively, users may perform a search by entering a Lot Code or Date Code in the respective fields.

5. Select the Search icon.

6. The report information displays.

Figure 1: Material Report

RTENOTITLE

 

Figure 2: Material Report-Log Report

RTENOTITLE

 

Figure 3: Material report-usage report

RTENOTITLE

 

Log Report:

1. To use the log report portlet, check the box of an item from the Material Report list. The Log Report is now available for selection.

2. Select Log Report. The Component Log Report displays.

 

Usage Report:

1. To use the Usage Report portlet, check the box of an item from the Material Report list. The Usage Report is now available for selection.

2. Select the Usage Report. The Usage Report displays.

Receipt Traveler Report

The Receipt Traveler report can be used to display all the receiving records processed in ERP.

 

Figure 4: Receipt Traveler Report

RTENOTITLE

1. To view the report, navigate to the Receipt Traveler report page: Reporting>Part Traceability>Receipt Traveler Report.

2. Select an option for displaying the search results from the Search by a drop-down box. Options include Create Time and Receipting Number.

3. Enter the appropriate information in the fields adjacent to the Search by field and select the Search icon to generate results.

4. Click the receipting number of a result in the list. The Material Report window displays.

Material On Hold

The Material On-Hold report can be used to display information about materials that are presently on hold.

 

Figure 5: Material On Hold

RTENOTITLE

1. To view the report, navigate to the Material On Hold report page: Reporting>Part Traceability>Material On Hold.

2. Select an option for displaying search results from the drop-down box. Options include Material Barcode, Receipting Number, and Part Number.

3. Enter the corresponding search information in the fields adjacent to the drop-down box, and select the search icon to generate results.

4. The search results are then displayed.

Note: The status of material that is on hold and cannot load is indicated by a red X.

 

Figure 6: Material On Hold (update status)

RTENOTITLE

Update

Use the update portlet to update the material status of an item from on hold to active.

1. Check the box of an item from the search results and select Update.

Note: You can check multiple boxes and update them at the same time.

Note: Checkboxes that are grayed cannot be put on hold, as this means the materials have been used in some products.

 

Board In Production

The Board in Production report can be used to display information about materials from scanned boards that are in production in a select line.

Figure 7: Board In Production

RTENOTITLE

1. To view the report, navigate to the Board in Production report page: Reporting>Part Traceability>Board in Production.

2. Select a production line from the Production Line drop-down box. Alternatively, users may search be entering the barcode into the Search Barcode field.

3. Enter a date range by which to filter the search results, and select the Search icon.

4. The report results are displayed.

Note: If required, define the Start Date and the Stop Date for limited production history boards.

 

Boards In Model

The Board in Model report can be used to display information about serials that have been scanned with a selected BOM P/N.

Figure 8: Boards In Model

RTENOTITLE

1. To view the report, navigate to the Board in Model report page in the MES Portal: Reporting>Part Traceability>Board in Model.

2. To generate search results first select a BOM P/N from the BOM P/N drop-down box. Alternatively, users may enter the barcode of an item in the Search Barcode field.

3. Define the Start Date and the Stop Date box for limited production history boards.

4. Select the Search icon. The results are displayed.

 

Boards In Work Order

The Board in Word Order report can be used to display information about board scanning times according to the work order number.

Figure 9: Boards In Work Order

RTENOTITLE

1. To view the report, navigate to the Board in Work Order report page: Reporting>Part Traceability>Board in Work Order.

2. Select a work order number from the Word Order down-down box. Alternatively, users can enter the barcode of the item they are searching for in the report.

3. Enter the Start Date and the End Date in the respective fields.

4. Click the search icons.

 

 

Board History Report

The Board History report can be used to view information regarding all the workstations that are associated with a given board barcode.

Figure 10: Board History Report

RTENOTITLE

1. To view the report, navigate to the Board History Report main page: Reporting>Part Traceability>Board History Report.

2. Enter a board barcode into the Input Board Barcode field, and select the search icon.

3. The required information is displayed.

 

Break Panel Query

The Break Panel Query report can be used to view when a material or a component is consumed.

Figure 11: Break Panel Query

RTENOTITLE

1. To view the report, navigate to the Break Panel Query report page: Reporting>Part Traceability>Break Panel Query.

2. Enter Panel Barcode, Work Order, Break Date Start, and Break Date End into the respective fields.

3. Select Search. The results are displayed.

 

Load Material Report

The Load Material Report can be used to show which materials are loaded at a workstation's production line.

Figure 12: Load Material Report

RTENOTITLE

1. To view the report, navigate to the Load Material report page: Reporting>Part Traceability>Load Material Report.

2. Select a production line from the Production Available field, and select a workstation from the Workstation Available field.

3. The report information is displayed.

 

Replace Barcode Report

The Replace Barcode report can be used to view the replacement history of barcodes, including replacing time, original barcode, new barcode, workstation, production line, and the position of the person who replaced the barcode.

Figure 13: Replace Barcode Report

SOP-5-I-PTSXXXX-1 Reporting Part Traceability 13.png

1. To view the report, navigate to the Replace Barcode Report in the MES Portal: Reporting>Part Traceability> Replace Barcode Report.

2. Select an option for searching results using the Search by the drop-down box. Options include Original Barcode and New Barcode.

3. Enter the corresponding barcode information into the field adjacent to the Search by the drop-down box. Enter the Start Date and the Stop Date to further filter the search results.

4. Select the Search icon. The search results are displayed.

5. View the Barcode History report for a given result, click on the name of the new barcode (in blue) for the respective result.

 

Prepare Material Report

The Prepare Material report can be used to see which materials are prepared for a given production line and workstation.

Figure 14: Prepare Material Report

RTENOTITLE

1. To view the report, navigate to the Prepare Material Report in the MES Portal: Reporting > Part Traceability > Prepare Material Report.

2. In the Prepare Material Report page, select a production line from the Production Available drop-down box; then select a workstation from the Workstation Available drop-down box. The report information is displayed.

 

 

Location Mapping Report 

The location mapping report can be used to see the mapping information of location and device. 

Figure 15: Location Mapping Report

Figure 15- Location Mapping Report.png

  1. To view the report, navigate to the location mapping report in the MES Portal: Reporting > Part Traceability >Location Mapping Report.
  2. In the location mapping Material Report page, type in an MDS User ID, location name, and device Id. The report information is displayed.