42Q Home > Shop Floor Control > Production Control > Serialized Item Tracker

Shop Floor Control Production Control Serialized Item Tracker Version MES 15.81 Revision F1

Introduction

The Serialized Item Tracker (SIT) is a 42Q module designed for effectively creating and importing large numbers of serialized components to be used in the manufacturing process. It eliminates much of the overhead of creating serial numbers one at a time. The serialized components can be created based on a starting serial number and algorithm or from a list of serial numbers scanned or copied from a text file.

The SIT can receive, return, and make obsolete a range of serialized items. Serialized Item Ranges will be stored in a new SIT_Range table in the database. Each item in the range is exploded into the serial table as tracked components. The assignment of these items to units will be done with standard Shop Floor Control technology. There are reports and EDI extracts that will be written to support SIT. These reports and extracts are not been defined in this document as they will most likely be written outside MDS.

SIT also manages and sends e-mail alerts of the serialized items consumption by low and very low water marks.

To access Serialized Item Tracker, navigate to Shop Floor Control > Production Control > Serialized Item Tracker

Serialized Items

To access Serialized Items, click on Serialized Items icon.

The Serialized Items page shows a list of locations that are based on the actual Shop Floor Control Configuration, the SIT Range List.

Users are able to perform the following actions:

Filter and search
Receive
Receive (PTS)
Edit
Disposition
Resend
Additional Info
SIT Batch Traveler
Print/Export
Print/Export Filtered Ranges

Figure 1: Functionalities at Serialized Items

Note: The button on the right top corner, allows the user to go back to the Serialize Item Tracker menu.

Filter and Search

Users can search using the filters located at the top of the SIT Range List. There are four available searches:

SIT Status
Type
Filter By
Value

Figure 2: Filter options

Search by SIT Status or Type

To search a serial item, filter by SIT Status:

Select one or more filters (SIT Status, Type).
Then, select Filter to proceed or Clear to start a new search.

There are four SIT statuses that can be filtered:

Damaged: Serial item damaged
Obsolete: Serial item that will not be used anymore, but still exists. No longer in use or valid
Received: Serial number created (SFDC status is the same as the location where the serial was created)
Returned: Returns a range of serials, a specific serial, or all serials

Search by Type

There are four available types that can be filtered to display serial number ranges that are already created for all statuses (damage, obsolete, receive, return):

COA label
EUI-48-Intel-MAC
Manually Entered
Non-SN Batch

Search by Filter by

There are six available options to Filter by:

Create User
PO (Purchase Order of the range being received)
PO Line (Line Number of the Purchase Order above)
Packaging List (The shipping number of the range being received)
Part Number
Serial Number

To search using the "Filter by" field:

Select one of the available options from the dropdown list.
Enter the information into the Value field accordingly.
Select Filter to proceed, or Clear to start a new search.

Receive

This portlet allows a user to receive (create) a range of serialized items. The user specifies the beginning and ending serial number, part number, and other miscellaneous attribute data. The range is stored in the SIT_Range table as “received” SIT status and has the same status as the location where it was created (see Location x SIT Type). Individual items are created in the database as tracked components. A serial number algorithm for the part number needs to be created and released to support generating serial numbers for the defined range.

SIT works with two algorithm types:

Shop Order Algorithm (created using the Algorithm Tool).
Algorithm manually encoded.

The algorithm is updated with the last serial number received.

To start the receiving process:

Select the Receive button. The SIT Range Form displays
Select a Type from the dropdown list
Input the required information for mandatory fields (Quantity, Part Number, Batch Quantity, Starting Serial, and Ending Serial)
Select Save to proceed, Reset to clear all fields, or Close to quit

Figure 3: Range Form - Receive

Note: After entering the mandatory fields, the Print Label pop-up for receive units is displayed. The user can fill in the mandatory fields to print the label or cancel to proceed with the receive task.

Manually Entered

When this option is selected, the following fields will be disabled:

Quantity
Starting Serial
Ending Serial

A multi-line text box appears to be filled with the serials.

Input one or more serial numbers in the text box, one per line. The quantity field will be automatically updated with the serial numbers in the text box.

These serial numbers will be used instead of calculating serial numbers from an algorithm.

A new generic attribute (project:receive_sit_range_default_optional_attributes) will control which attributes will be prompted when receiving a serial number range.

Figure 4: Receive Generic Attribute

Part Number: The user selects one part number from the drop-down list, depending on the selected type.
Batch Quantity: Calculated if the starting and ending serial fields are populated. If the Starting serial and a specific quantity are entered, the system calculates the ending serial. If the starting serial and ending serial are populated, the quantity field is disabled.
PO: The Purchase Order of the range is being received.
PO Line: The Line Number of the Purchase Order above.
Packing List: The shipping number of the range being received.

After all the fields are populated, a confirmation message is displayed.
Select on Yes to confirm the range creation or No to cancel. The created range is displayed in the SIT list.

Non-SN Batch

Always create a batch serial number. The batch serial number quantity is determined by the received quantity.

If the part number is assigned to an algorithm, the serial number will be validated accordingly; otherwise, no validation will occur.

The default attributes are LOT Code, Date Code, and MPN. These attributes can be:

Added: Select the Add Attribute button, enter data, and select Update to commit.

Figure 5: SIT Range Form - Add Attribute

Removed: Select the attribute, then select the Remove Attribute button. Finally, click on Yes to confirm.
Edited with new attribute values: Double-click on the attribute name. Write down the new value. Default attribute values will be comma separated items, allowing for multiple default attributes to be configured.

Serial Numbers Tab

Users can visualize, export, or print serial numbers by selecting the Additional Info button. A new window with the Serial Numbers Tab will be displayed.

Figure 6: Range Form - Serial Numbers Tab

Receive PTS

This functionality is used by plants that need traceability. This is controlled using a new set of screens and portlets in profile management, so only users with access to this screen can see or use it. Conversely, if the existing screen should not be shown in a specific project, it should not be assigned to any profile.Receive PTS Steps:

Check Receive (PTS) on the SIT Range List page. The Receive PTS Component pop-up displays
Enter a PTS ID

Figure 7: Receive PTS Component

Select Continue
SIT calls PTS’s API
PTS sends real-time data for the PN associated with the PTS ID (SN) according to the following attributes

Receive Fields

Range Type is always Manually Entered. Because of this, the drop-down menu is disabled.
Part Number: This number cannot be changed. It represents the PN associated with the PTS ID.
Serial Numbers: Add Serial Numbers to associate with the PTS attributes.
SN Quantity automatically populates based upon SNs added to the Serial Number field (above).
Starting Serial: The first SN is entered into the Serial Number field. This number is automatically populated based on data added to the Serial Number text box.
Ending Serial: The last SN is entered into the Serial Number field. This number is automatically generated based on data added to the Serial Number text box.
Modify the PO, PO Line, and Packing List information if desired.

Note: The Part Number, Date Code, Lot Code, and MPN will contain the imported PTS information and is disabled for editing.

If the generic attribute update_pts_data is defined as “Yes,” the Date Code, Lot Code, and MPN information will be available for editing as well.
Select Save. This action (Save) adds the attribute information to the serial numbers specified.

Attribute Fields

Receipt Date: Current date and timestamp
Date Code
LOT Code
MPN: Manufacturing PN associated with the PTS SN

Figure 8: Range Form - Attribute

Edit

The Edit portlet can be used to make changes or update the PO, PO Line, and Packing List information.

To edit, select the serial number.
Select the Edit button. The SIT Range Form displays.
Select the Info tab.
Enter new values for PO, PO Line, and Packaging list.
Select Save. The updates are saved, and the list is refreshed.

Figure 9: SIT Range Form - Edit

Resend

This functionality allows users to create an attribute for an SIT Range. This triggers another process to send an EDI file to the vendor.

Figure 10: Serialized Item Tracker List - Resend

To resend a serial range, check the box of a range and select Resend. A confirmation message is displayed
Select Yes to complete the action, (or No to cancel). A confirmation message displays and the serialized items have been resent.

Disposition

This portlet allows the user to return a range, all available units, or a single serial item number to a vendor according to the chosen option on the Process page. The range is stored in the SIT_Range table as “Returned” for Return, “Obsolete” for Obsolete, and “Damaged” for Damage.

To modify an existing serial, select a serial number and click Process. The Process pop-up window appears.
In the Process section of the Process window, select a Type from the drop-down box.

Figure 11: Process

The following information can be entered on the page, Range ID, Part Number, and Available Units associated with the percent of the available units to be returned.

Return/Obsolete/Damage "All Available Units"

An Operation Summary page is displayed with the result of the operation. All available units must be returned/obsolete/damaged and must be inserted in the Serialized Items List with a new status and serial range information. After any operation, the serial numbers do not have to appear as available units.

Result: An Operation Summary page is displayed with the result of the operation. All available units are returned/damaged or obsolete and a new line on the "Serialized Items List" with the new status is inserted. After any operation, the serial numbers do not appear as "available units".

Return/Obsolete/Damage "Single Serial"

An Operation Summary page is displayed with the result of the operation. The single unit must be returned/obsolete/damaged and must be inserted as a new line on the "Serialized Items List" with the new status and serial number information. After any operation, the serial number does not have to appear as "available units".

Result: An Operation Summary page is displayed with the result of the operation. The Single Serial is returned/obsolete/damaged and a new line on the "Serialized Items List" with the new status is inserted. After a return operation, the returned serial numbers do not appear as "available units".

Return/Obsolete/Damage "Serial Range"

An Operation Summary page is displayed with the result of the operation. The serial range filled in must be returned/obsolete/damaged and must be inserted as a new line on the "Serialized Items List" with the new status and the serial range information. After any operation, the serial range returned does not have to appear as "available units".

Result: An Operation Summary page is displayed with the result of the operation. Serial range units are returned/obsolete/damaged and a new line on the "Serialized Items List, with the new status, is inserted. After any operation, the serial numbers do not appear as "available units".

Choose one of the available options to return/obsolete or damage (all available units, single serial, or a range (starting and ending serials)).

An operation summary is returned. In this summary you can see all returned/obsolete/damaged serial numbers (Passed status) otherwise, the failure reason. A new line with the new status is created in the serialized list.

Additional Information

The Info tab is divided into two sections, Receive and Attribute, where the user will be able to edit the basic information of a selected range.

Figure 12: Range Info - Info tab

In the Serial Number tab, the user will be able to do specific searches using the filter tools on the top, to search by Serial Number, Status, or Location.

Figure 13: Range Info - Serial Numbers tab

This section allows users to Export in different formats such as CSV, HTML, PDF, XLS, and a Custom format.

Once the user selects the Custom option;

1. Select Export at the bottom of the screen

2. Select Custom option. This opens the Export Configuration window.

3. Select thefile Type to which to Export the file.The Export Configuration window will pop up and show two sections:Type and Page Orientation.

4. Select Page Orientation from the drop-down.

5. Select the fields to be included in the exported file. Only the fields selected will be displayed in the exported files.

The Type column will allow the user to choose from different document formats and the page orientation will show two options Portrait or Landscape.

Figure 14: Custom Export -Type options

The column in the middle will allows the user to Select the fields to be exported from one side to the other and even in order or relevance for the user.

Figure 15: Fields selection to be exported

Select Print/Export Serial Numbers to display the page that allows users to select the status desired. The Print Label option is available.

SIT Batch Traveler

This section instructs users about the SIT Batch Traveler portlet. This portlet prints all the serial numbers that make up a selected range.

Figure 16: SIT Batch Traveler

SIT Batch Traveler.png

To use the SIT batch traveler, select SIT Batch Traveler from the SIT Range List main page. This generates a PDF batch report that the user may save or print.

Print/Export or Print/Export Filtered

This section covers the print/export portlet on the main SIT Range List page. This portlet is used to Print or Export a selected range or a single serial number.

Figure 17: Serialized Items List – Print/Export

SIT Print Export Fitered Ranges1.png

Select Print/Export or Print/Export Filtered Ranges in the Serialized Items Tracker list. A PDF report is generated that the user may print or save. Exporting can also be performed with multiple file formats, CSV, HTML, PDF, and XLS.

To perform this action

Select Export at the bottom of the SIT Range List menu
Select the format into that which you want to export the file. The file is exported and downloaded to the system in the format selected.

Similarly, the Custom function can export the information into multiple file formats.

Note: The arrow and chevron icons are used to select the fields to be included in the report and also allow the user to determine the order in which the fields will appear in the same report.

Location SIT Type

This section covers how a location can be assigned or unassigned to aSIT Type.

To access the Location x SIT Type module, navigate toShop Floor Control > Production Control > Serialized Item Tracker and select Location x SIT Type.

To edit the Location, check the box of an SIT type in the list and select Edit.

Figure 18: SIT Type List

SIT typelist.png

Edit the location and select Save to confirm the updates, or Cancel to abort.

Figure 19: SIT Type Form

SIT TypeForm.png

Figure 20: SIT Type Form - Location Filter options

SIT LocationFilteroptions.png

Note: If the SIT Type already has received SIT Range, it will not be possible to change its location (see the image above).

Part x SIT Type

This section covers how a part number can be assigned or unassigned to an SIT type. To access the Part x Sit Type module navigate to the Serialized Item Tracker main page Shop Floor Control > Production Control > Serialized Item Tracker and select Part x Sit Type.

The SIT Type List page displays:

Figure 21: SIT Type List

SIT Type List .png

To edit an SIT type, check the box of an SIT type from the list and click Edit. The Part x Type list is displayed.
To add an association, click on Add Part x SIT Type in the Tasks panel.

Figure 22: Add Part x SIT Type

Add Part x SIT Type.png

Select a part number to be associated and click on Save. The selected part number will disappear from this list and will be displayed in the SIT type list, for the previously selected type. To cancel this action, select Cancel.

Editing SIT Type

The rules for editing SIT Types are the same for COA, MAC, or Manually Entered:

Select Edit to edit a MAC Address or COA Label Type. The Edit page is displayed.

Figure 23: Part x Type List – Edit Part SIT Type

Edit Part SIT Type Form.png

Figure 24: Part x SIT Type Form

SIT Type Form.png

Note: Unless the user checks the check box “Do you want to manage the LWM and VLWM?” this page will not be available for editing.

Low Water mark: This is a value set by the user to trigger an alert when the available SN quantity for that part number is low and needs attention. This is defined when the user intends to manage the available quantity of SN. When the LWM is reached, e-mail alerts are sent to the registered addresses.
Very Low Water mark: This is a value set by the user to trigger an alert when the available SN quantity is very low and has become a critical situation. When the VLWM is reached, e-mail alerts are sent to the registered addresses.

After checking the “Do you want to manage the LWM and VLWM?” box, the data can be edited.
The N&E Rule ID field allows users to configure a specific rule in the Notification & Escalation regarding sending e-mails. If there is a previously configured rule in the N&E, just type the rule name in this field and it will be executed. On the other hand, if there is no configured rule on N&E, the Default Rule already configured will be executed.
Type a user name and click on add icon for the LWM and VLWM CC E-mail. The e-mail list box is populated with the e-mail from the CC E-mail textbox. The user may also select Remove (All Items or Selected Items) for the LWM and VLWM CC E-mail. This removes the selected e-mail from the e-mail list.

Notes:

Selected users will receive e-mails frequently unless they are removed from the list.
A CRON job must be configured to send the emails.

Figure 25: Part x Type List - Delete Part Numbers

Part x Type List - Delete Part Numbers.png

To delete a part x SIT type, select a part number to delete and click Delete.

Note: This selected part number will not be deleted from the database per se; it will just be unassigned from the selected SIT type.

Select Yes to confirm, or No to cancel.

Acronyms

Acronyms are abbreviations, such as LDAP, MDS, and SFDC, written as the initial letter or letters of words, and pronounced on the basis of this abbreviated written form. By developing these acronyms, it is not necessary to write the complete name all the time in the guide.

COA Certificate of Authenticity
COPS Customer Order Processing System
FES Factory Execution System
GLAD Global Administration
LDAP Lightweight Directory Access Protocol
MDS Manufacturing Data System
PRAC Process Access

Glossary

This glossary is a list of terms with their definitions for them.

Component

A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, lines, or text. Hence, label components are broken down into different types: text, graphic images, MDS database values, or a combination of text and database values.

LWM

Low water mark – this is a value set by the user to alert when the available SN for that part number is low and it needs attention. It's defined when the user intends to manage the available quantity of SN. Always when the LWM is reached, e-mail alerts are sent for the registered addresses.

Packing List

Packing List is the shipping number of the range being received

Part Number

PO

PO is the Purchase Order of the range being received

PO Line

Is the Line Number of the Purchase Order above

Site Minder

Universal login of 42Q

VLWM

Very low water mark - this is a value set by the user to alert when the available SN are very low and this is a critical situation.

SOP-42Q-MES0025 Serialized Item Tracker

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