Production component tracing

Production component tracing

Traceability is the ability to track every part and product throughout the manufacturing process, from the moment when raw materials enter the factory to the moment when final products are shipped. Knowing which exact components make up a finished product is essential to quality assurance, inspection, and control.

In Cin7 Core, components are tracked by mapping the batches/serial numbers of components to batches/serial numbers of the finished products. You can perform this mapping before, during, and after production.

This article assumes you have some familiarity with the Cin7 Core production module, we recommend starting with the articles below.

Prerequisites

 

Configure traceability settings

Cin7 Core allows you to track components either all of the time, none of the time, or optionally at the production BOM level. This is controlled from your production process settings.

  1. Select Settings from the main menu, then General Settings

  2. Go to Production process customization

  3. Select one of the following options for Product tracing:

Trace components for a production BOM version

This applies if you have Product tracing set to Optionally traced in your production process settings.

Optional product tracing is applied to the production BOM version; some versions may be traced, while others may not be traced.

  1. Go to Inventory → Products and select your product.

  2. Go to the Production BOM tab.

  3. Select a BOM version.

  4. Check the Product tracing box to turn on product tracing for this product.

  

Map batch/serial components to finished products

The Batch/serial traceability tab is activated for a production run when:

  • The production order has been Released

  • The production run has been Created

  • Traceability settings are set to Always traceable, or Optionally traceable and turned on for the current production BOM

On this tab, you can map component batch/serial numbers to finished product batch/serial numbers. Mapping can take place before, during, and after production.

If a production BOM contains multiple finished products, product tracing must be turned on for each finished product you want to map on its own production BOM.

Before production starts

To map components to finished products before production starts, you will need to reserve the components and specify batch/serial numbers for the output products of an operation.

Component reservation is executed on the Production Run - operation level manually before the production process starts, i.e. before Start button is pressed for the operation, but after Auto-consume button is pressed to populate the components and their locations to the components grid in the operation.

Check the checkbox in the Reserved column of the components grid to reserve components. Please see Managing Production Orders - Reserve components for a production run for more information.

  

You can view and edit (only for products with Special - Batch/Special - Serial costing method) the reserved components from the Reservation tab.

Next, go to the Output tab of the production run and add a finished product, entering a serial/batch number and expiry date if applicable. This is possible at any point after a production order is released and a production run is created. This will add the product to the Batch/serial traceability tab.

  

During and after production

Finished products are added to the Batch/serial traceability tab automatically when a batch/serial finished product is added to the Output tab, Output dialog, or the MES app. Components are added automatically to this tab when they are reserved or consumed during consumption.

View and edit batch/serial traceability

Now, you can go to the Batch/serial traceability tab to see which components map into which finished products.

Click a finished product to see the list of traced components. From this tab, you can edit the pre-defined values and select another batch/serial number for the component.

NOTE: Mapping does NOT mean selecting the batch/serial number itself, but defining which component batches are used in which finished product batch.

In the case of several batches being used for one finished product batch/serial number, the Add line or Scan function allows adding an additional component batch. This tab can be edited and updated until the order is completed.

Individual mapping lines can be deleted by clicking the X symbol next to a line, or press Clear to remove all mapping lines.

Search allows searching of finished products and components by finished product SKU, name, batch/serial number and component SKU, name, batch serial/number.

  

Print tracing list

Print the Production run traceability document from the Batch/serial traceability tab, pressing Print.

  

  

Product traceability reports

You can use the Finished Product Traceability reports to see exactly what components have been used for a finished product, including explosion of nested products.

The Batch/Lot Recall function also shows which finished products a product has been used in, but also shows the suppliers, customers, and stock on hand of that batch, and can prepare recall letters for your customers.

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