serial.number.tracking.pdf

Epicor ERP Serial Number Tracking Course 10.0.700.2

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

EDE8305905 90521-10-9288-58310702 10.0.700.2 Revision: July 25, 2014 2:46 a.m. Total pages: 30 course.ditaval

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

EDE8305905 90521-10-9288-58310702 10.0.700.2 Revision: July 25, 2014 2:46 a.m. Total pages: 30 course.ditaval

Serial Number Tracking Course

Contents

Contents Serial Number Tracking Course............................. Course........................................... ............................. ............................. ............................ .....................4 .......4 Before You Begin............................ Begin.......................................... ............................. ............................. ............................ ............................. ............................. ................5 ..5 Audience Audi ence.......... ...................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ..............5 ..5 Prerequisi Prere quisites.................. tes............................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ..............5 ..5 Environment Setup...................... Setup.................................. ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ......................6 ...........6 Workshop Constraints.................... Constraints................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............6 .6

Overview................ Overvie w............................... ............................. ............................. ............................. ............................ ............................. ............................. ..........................7 ............7 Application Setup........................... Setup......................................... ............................. ............................. ............................ ............................. ............................. ................8 ..8 Site Configuration Control....................... Control.................................. ....................... ........................ ........................ ....................... ....................... ........................ ....................... ......................8 ...........8 Workshop - Select Serial Tracking Site Parameters.................. Parameters............................. ....................... ........................ ........................ ....................... ....................9 .........9 Company Configuration...................... Configuration.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............10 .10 Workshop - Verify the Serial Mask Format.................. Format.............................. ....................... ....................... ........................ ........................ ....................... ..................11 .......11 Maintenance Programs.................. Programs.............................. ....................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................12 .......12 Serial Mask Maintenance.................... Maintenance............................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................12 .......12 Workshop - Define the Serial Mask..................... Mask................................. ....................... ....................... ........................ ....................... ....................... ...................12 .......12 Part Maintenance................... Maintenance............................... ....................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................13 .......13 Workshop - Create a Serialized Part.................... Part................................ ....................... ....................... ........................ ....................... ....................... ...................14 .......14

Serialization Processing.............................. Processing............................................ ............................. ............................. ............................ ............................. .................15 ..15 Overvie Ove rview.............. w......................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................15 .........15 Workshop - Receive Serialized Materials.................... Materials................................ ........................ ....................... ....................... ........................ ....................... ....................... ...............16 ...16 Workshop - Use Lower Level Component Serializing....................... Serializing.................................. ....................... ........................ ....................... ....................... .................18 .....18 Create a Job..................... Job................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............18 .18 Add Operations.................... Operations................................ ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................18 .........18 Add Materials................... Materials............................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............19 .19 Schedule the Job...................... Job.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................19 .....19 Workshop - Generate or Assign Serial Numbers.................... Numbers................................ ....................... ....................... ........................ ....................... ....................... ...............20 ...20 Workshop - Issue Material to a Job..................... Job................................. ........................ ....................... ....................... ........................ ........................ ....................... ....................20 .........20 Workshop - Complete the Operation...................... Operation.................................. ........................ ....................... ....................... ........................ ....................... ....................... .................21 .....21 Serial Matching Process.................... Process................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................23 .....23 Workshop - Lower Level Component Matching.................... Matching............................... ....................... ........................ ........................ ....................... ....................23 .........23 Workshop - Receive Completed Job Quantities to Inventory................... Inventory............................... ........................ ........................ ....................... ....................24 .........24 Workshop - Create a Sales Order..................... Order................................ ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............25 .25 Workshop - Select Serial Numbers at Customer Shipment.............................. Shipment.......................................... ........................ ....................... ....................... .............26 .26 Workshop - Using the Customer Shipment Tracker.................... Tracker............................... ....................... ........................ ....................... ....................... ...............27 ...27 Serial Number Tracker.................... Tracker................................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................27 .......27 Workshop - Using the Serial Number Tracker................... Tracker............................... ....................... ....................... ........................ ....................... ....................... .............28 .28

Conclusion.................. Conclus ion................................ ............................. ............................. ............................ ............................. ............................. ............................. .....................29 ......29

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3



Serial Number Tracking Course This course provides an overview of the serial number functionalities within the Epicor application. Using hands on workshops this course teaches serial number masking, formatting and generation. Serial number tracking allows unique identification for each item you use in manufacturing or receive into inventory from manufacturing or purchasing. Serial number tracking meets a very strict standard for product identification. Information captured for each serial number aids in specifying products for recall and help identify defect sources. Upon successful completion of this course, you will be able to:

4

•

Define the parameters used for serial number generation at the company and the site level.

•

Explain how to create a mask that defines the way serial numbers are formatted by part and site.

•

Generate serial numbers at the component level to connect parent and child assemblies for tracking.

•

Match, reassign and follow a serial number for warranty or service foll ow-up.

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Before You Begin

Before You Begin Read this topic for information you should know in order to successfully complete this course.

Audience Specific audiences will benefit from this course. •

Cost Accountant

•

Shop Floor Manager

•

Scheduler

•

Shipping and Receiving

•

Production Manager

•

Engineer

Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating i n your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at [email protected]. It is also important you understand the prerequisite knowledge contained i n other valuable courses. •

•

•

Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques available in two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced. System Flow Course - This course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Your organization may have more complex processing routines than those described in this course. Parts Course - This course introduces the building blocks that make up Part Maintenance. It focuses on the importance of Part Maintenance, required maintenance program setup, key fields, manufactured and purchased part setup, and commonly used reports and trackers.

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5

Before You Begin


Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1.

Verify the following or ask your system administrator to verify for you: •

Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance.

•

•

The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database.

2.

Log in to the training environment using the credentials manager/manager. If you are logged into your training environment as a different user, from the Options menu, select C hange User.

3.

From the Main menu, select the company Epicor Education (EPIC06).

4.

From the Main menu, select Evanston.

Workshop Constraints Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed) database. Where applicable, a detailed explanation of the workshop constraints is documented in the workshop itself. •

6

Workshop - Receive Serialized Materials

Epicor ERP | 10.0.700.2


Overview

Overview The Epicor application provides the ability to track individual parts by serial number. Both manufactured and purchased parts can be tracked by serial number. For manufactured parts, the serial number tracks: the job it was created on, if the part is in inventory, the packing slip the part was shipped on, and the Return Material Authorization (RMA) number if the part was returned. For purchased parts, the serial number tracks: the packing slip on which the part was received, a Defective Material Request (DMR) number if received through DMR Processing, if the part is i n inventory, and the job the part was issued. Serial number tracking is a three step process: 1.

Setup the Serial Number Format for a Part

In Part Maintenance, specify that a particular part is serial number tracked and assign a serial number format for the part. Note Note that serial number tracked parts cannot be mass issued, mass received, or mass shipped, nor can they be dimension tracked or backflushed.

2.

Assign Serial Numbers to Parts

Assign serial numbers to parts produced for a job or to purchased parts. Purchased parts that are serial tracked must be assigned a serial number before they are issued to a job. Manufactured parts that are serial tracked cannot be shipped until they are assigned a serial number. Sub-assemblies of a job can also be assigned serial numbers. 3.

Track Serial Numbers

Serial number tracking is done through the Serial Number Tracker. There you can find such information as which job or order the part belongs to or whether the part was returned. If you find discrepancies in the serial number information, you can modify the tracked information in Serial Number Maintenance.

Epicor ERP | 10.0.700.2

7

Application Setup


Application Setup This section reviews site configurations, company configurations, and maintenance programs related to Serial Number Tracking. You define serial number parameters in Site Configuration Control and Company Maintenance. Once you establish parameters, create and select parts for serial number tracking in Part Maintenance.

Site Configuration Control Use the Modules > Inventory Management > Serial Tracking sheet in Site Configuration Control to define how the current site, or multiple sites, handles serial number tracking. Note You should define serial tracking parameters when you create a site. When you turn on serial number tracking, the Epicor application expects serial numbers to be linked or created based on the following controls set at the Site Configuration.

You can set the following parameters in Site Configuration Control: Serial Tracking Options Options

Full Serial Tracking

Outbound Serial Tracking Only

No Serial Tracking

Definition

Serial numbers are added to the serial number file via Purchase Receipts, Transfer Order Receipts, Job Receipts (all modes), Quantity Adjustments, Cycle Counting, and RMA Receipts. You receive a prompt for a serial number link when entering customer shipment and site transfer transactions. This turns off serial number tracking.

Record Serial Numbers on Inventory Move

This check box is selected by default; when selected, it specifies that entry of serial numbers is required whenever a serial tracked part is moved in inventory. If you clear this check box, the Epicor application does not prompt you for the entry of serial numbers when inventory moves from bin to bin. Inventory movement is allowed within the same warehouse or a shared warehouse providing that the shared warehouse belongs to the current site. If this is not the case, a serial number is required for the serialized parts being moved. All other inventory transactions, including inventory transfers, require you to enter all serial number transactions. Lower Level Serial Tracking

Any program you use to receive parts from manufacturing (for example, Job Receipt to Inventory, Job Receipt to Job, Job Receipt to Salvage and Sales Order Shipping from manufacturing) requires a link to a serial number. The application maintains a parent/child serial number relationship on all reports. Options include: •

8

No Lower Level Serial Tracking - This option turns off Lower Level Serial Tracking.

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•

Application Setup

Full Lower Level Serial Tracking - This option determines if there are any serial tracked components used in the Manufacturing process when you receive a j ob for a serial tracked part. If so, you are presented with a form with navigation control of all the serial numbers on the receipt, with each of the received serial numbers displayed one at a time. The form lists the job materials for the serial tracked items.

Against each row, enter the component and serial numbers in the manufacture of the current top level serial number. Each serial number you enter is validated to ensure it is issued to the job being received, does not match another top level serial number, and is not already entered on the current form. •

Outbound Serial Tracking Only - This option determines whether or not you are prompted to enter lower level serial numbers once the product is shipped.

Serial Matching Warning - Options include: Options

No Warnings

Warn but Allow Processing

Warn and Do Not Allow Processing

Definition

This option turns off the warnings that display if a job for a serial tracked item and the serial tracked components do not match. This option activates a warning when component serial numbers must match; however, you can ignore this warning and process the receipt without matching the serial numbers. This option activates a warning when component serial numbers need to be matched. You must match all component serial numbers before you can save the job receipt.

Workshop - Select Serial Tracking Site Parameters Define serial number masking at the site configuration l evel. Each site in the company can have its own serial number parameters. This workshop provides the opportunity to verify the Main Site settings for Epicor Education. Navigate to Site Configuration Control. Menu Path: System Setup > Company/Site Maintenance > Site Configuration Important This program is not available in the Epicor Web Access.

1. Click the Site button, then search for and select Main. 2. Navigate to the Modules > Inventory Management > Serial Tracking sheet. 3. In the Serial Tracking Options field, verify Full Serial Tracking displays.

This option instructs the Epicor application to require serial number generation or link serial number for all inventory transactions. 4. In the Lower Level Serial Tracking Options field, verify Full Lower Level Serial Tracking displays.

This option requires you to link a serial number at any manufacturing process used to receive parts from manufacturing. 5. In the Serial Matching Warning field, select Warn but Allow Processing.

This option tells the application to check for serial numbers on an assembly to ensure all serialized parts match to a serial number.

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9

Application Setup


6. Click Save. 7. Exit Site Configuration Control.

Once you establish these parameters, you define the actual serial mask in Company Maintenance.

Company Configuration Use Company Configuration to set the default foundations for the application which include defining the serial number mask formats. Serial masks consist of special characters that define what characters you can include in the serial number. The characters you define are replaced with specific values when serial numbers are generated. The following are characters are used for mask definition. Mask

Description

&

This represents any alphanumeric character (for example, 5, A, a).

@

This represents alpha characters (for example, [a to z] or [A to Z]).

#

This represents a numeric character (for example, [0 to 9]).

^

This represents a mandatory variable that can be any alphanumeric character. For example, if you enter 2^ in a mask, when you create a serial number, the ^ must be replaced by a character (not allowed for generation masks).

!

This represents an optional variable that can be any alphanumeric character. You can only add this character as the last character in the mask (not allowed for generation masks).

~

This represents the characters stripped off when the internal serial number is created. This character can only be at the front or back of the mask (not allowed for generation masks).

This represents the day of the year. The default is the letter D (). The mask character replaces two characters of the serial number (only allowed for auto generation masks).

This represents the month of the year. The default i s the letter M (). The mask character replaces two characters of the serial number (only allowed for auto generation masks).

Two mask characters used to represent the year. The default is YY (). The mask characters replace two characters of the serial number (only allowed for auto generation masks).

Four mask characters are used to represent the year. The default is YYYY (). The mask characters replace four characters of the serial number. (Only allowed for auto generation masks).

This is two mask characters () where P is the default part number and x is the number of characters of the part number included in the serial number. For example, if the part number is DS4000-1 and is entered in the mask, DS4000 is included in the serial number (only allowed for auto generation masks).

Serial number masking provides the ability to establish default guidelines for your company's serialization. There are two types of serial number masking: •

•

10

Serial Generation: This type of mask defines the format to be used for all auto-generated serial numbers. Serial Validation: A serial mask type of validation ensures that all manually created serial numbers meet the defined mask. It is not used for system generated serial numbers.

Epicor ERP | 10.0.700.2


Application Setup

Workshop - Verify the Serial Mask Format Once you enable site-level serial number processing in Site Configuration Control, the actual serial number format displays at the company level. Navigate to Company Configuration. Menu Path: System Setup > Company/Site Maintenance > Company Configuration 1. Select the Modules > Materials > Serial Masks Formats sheet. 2. Verify the following values are entered in the Serial Masks fields: Field

Data

Alphanumeric Character

&

Alpha Only Character

@

Numeric Only Character

#

Mandatory Character of any Format

^

Optional Alphanumeric Character

!

Strip Character

~

Day Character

D

Month Character

M

Two Number Year Characters

YY

Four Number Year Characters

YYYY

Part Number Representation Character

P

3. Exit Company Maintenance.

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11

Application Setup


Maintenance Programs This section of the course reviews the most significant maintenance program(s) applicable to the serial number tracking process. In many cases, not all fields i n a program are discussed. If you are interested in learning more about a specific program, refer to the Application Help.

Serial Mask Maintenance Use Serial Mask Maintenance to create a mask in order to change the format of a supplier's serial number to a format compatible with an Epicor application. Creating serial number masks provides you the ability to: •

Generate serial numbers consistent with a predefined format.

•

Generate serial numbers constructed with other elements besides only a suffix and sequential number.

•

Generate serial numbers at a company level, therefore maintaining a global sequence.

Menu Path: Material Management > Inventory Management > Setup > Serial Masking

Workshop - Define the Serial Mask Define the actual serial mask after you establish the mask elements in Company Configuration. In this workshop, define a new serial mask. Navigate to Serial Mask Maintenance. Menu Path: Material Management > Inventory Management > Setup > Serial Masking 1. On the standard toolbar, click New. 2. In the Serial Mask field, enter XXXclass (where XXX are your initials). 3. In the Description field, enter XXX Class Serial Mask (where XXX are your initials). 4. Select the Active check box. 5. In the Serial Mask Type section, select Generation Type. 6. Verify that 0 defaults in the Prefix Length field. This identifies the length of the numeric field for a serial number prefix, i f one is being assigned to the generated serial number. 7. Verify that 0 defaults in the Suffix Length field. This identifies the length of the numeric field for a serial number suffix, if one is being assigned to the generated serial number. 8. In the Mask field, enter @@@###### and press Tab. This mask creates a serial number, the first three characters are alpha characters, the next six are numeric, followed by the month and the four digit year the serial number was created.

An example of the mask you just defined displays in the Example field. You can manually adjust the Starting Sequence if necessary. 9. Click Save. 10. Exit Serial Mask Maintenance.

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Application Setup

A serial number mask is now defined for the site. If you use the Multi-site module, it is important to note you can use the same serial mask and starting sequence for a part in di fferent sites. To keep the serial numbers unique, a specific prefix or suffix should be defined for each site.

Part Maintenance Use Part Maintenance to enter or update part information. Parts are either purchased i tems you use for raw materials or subassemblies or manufactured items you use to fill sales orders. Each part record contains crucial data you may need for purchase or production needs. A part record contains general information such as part number, description, and search criteria. Also, a part record defines inventory information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications, serial number tracking, and weight values. You also define warehouse and bin information for each part, including Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters as well. When you set up a part, you can access it from each site within the company, and use it on jobs. You can also select parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance. Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter parts in this program, as each record requires little data and can save you data entry time later. Menu Path

Navigate to this program from the Main Menu: •

Material Management > Inventory Management > Setup > Part

•

Material Management > Purchase Contracts Management > Setup > Part

•

Material Management > Purchase Management > Setup > Part

•

Material Management > Supplier Relationship Management > Setup > Part

•

Production Management > Engineering > Setup > Part

•

Production Management > Job Management > Setup > Part

•

Production Management > Material Requirements Planning > Setup > Part

•

Production Management > Quality Assurance > Setup > Part

•

Sales Management > Configurator Management > Setup > Part

•

Sales Management > Demand Management > Setup > Part

•

Sales Management > Order Management > Setup > Part

•

Service Management > Field Service > Setup > Part

For CRM users, the Main Menu appears as: •

Customer Relationship Management > Configurator Management > Setup > Part

•

Customer Relationship Management > Order Management > Setup > Part

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Application Setup


Workshop - Create a Serialized Part You select serialization at the part level by selecting Track Serial Numbers check box. In this workshop, create part XXX-SN001. Navigate to Part Maintenance. Menu Path: Material Management > Inventory Management > Setup > Part 1. From the New menu, select New Part. 2. Enter the following information: Field

Data

Part

XXX-SN001 (where XXX are your initials)

Description

XXX Serialized Assembly (where XXX are your initials)

Type

Manufactured

UOM Class

Counted Units

Primary UOMs - Inventory

EA

Primary UOMs - Sales

EA

Primary UOMs - Purchasing

EA

Group

Fabricated

Class

FG-Fabricated

Non-Stock Item

Clear

Quantity Bearing

Select

Track Serial Numbers

Select

3. Click the S/N Format button.

Use Serial Number Format to define serial numbers. 4. In the Base Number Structure pane, select Serial Mask. 5. In the Serial Mask Options pane, click the Serial Mask button. 6. Search for and select XXX Class Serial Mask (where XXX are your initials) created in the Workshop - Define the Serial Mask. 7. Click OK to exit Serial Number Format. 8. Click Save. 9. Exit Part Maintenance.

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Serialization Processing

Serialization Processing This section of the course discusses the serial number tracking processes that take place based on the selections made in Site Configuration Control on the Modules > Inventory Management > Serial Tracking sheet. Once defined serial number parameters apply to all warehouses owned by the current site and do not apply to shared warehouses. The application tracks serial number movement as follows: •

•

When you issue materials to a job, child serial numbers are recorded against the parent serial number. This can either be at the time of issue or post issue. You must record all serial number movements inside and outside the site in the serial trace data.

The basic steps to create serial numbers are: 1.

Identify the serialization type the site should use.

2.

Use Company Configuration to define format characters.

3.

Create the Serial Mask form of the serial number and make that mask active.

4.

Select the part as serial tracked.

5.

Generate serial numbers as the rules require.

Overview The serialization process is full, outbound only, or tracked at the lower component level. The Epicor application handles the serial number requirements differently for each. Note Once you establish serial tracking in the Epicor application and identify a part as serial tracked, transactions involving the part require a serial number. Serialization frequency depends on the rules you establish in Site Configuration Control. Serial Tracking Options Note You can select the following options in the Modules > Inventory Management > Serial Tracking sheet in Part Configuration Control. •

•

Full Serial Tracking - If you select this option, transactions involving the part require generation or matching of a serial number. If a serial number is generated, the record is copied into the history table prior to the update of the current transaction. The history table tracks all movement on the serial number from the newest to the oldest. Outbound Serial Tracking - If you select this option, it only prompts you for a serial number when the item ships. As a result, the Epicor application reacts as follows: 1.

In all Inventory transaction processes you are not prompted to enter serial numbers, this includes purchase receipts.

2.

When you ship a serial tracked part, you must enter the serial numbers being shipped. This can be to a sales order or a transfer order.

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•


No Serial Tracking - If you select this option, it turns off the tracking of serial numbers.

Lower Level Serial Tracking Options Full Lower Level Serial Tracking - If you select this option, the following process takes place: •

•

•

•

•

•

If the job you are receiving is for a serial tracked part, the Epicor application determines if there are any serial tracked components used in the manufacturing process. If serial tracked components are found, all the serial numbers entered on the receipt and each of the received serial numbers display one at a time. All job materials for serial tracked items display as a separate row for each component multiplied by the number of items per top level component. For example, a top l evel part uses two serial tracked parts, A1000 as two per and B1000 as four per. In this example, there are six rows in the form, two for A1000 and four for B1000. Each component serial number is used in the manufacture of the current top level serial number. Each serial number selected is validated to ensure it was issued to the job received. It also validates the serial number is not matched to any other job. Finally, it checks if the serial number is a duplicate entry. Once you save the record, the data is written to a table that allows viewing of a top level serial number and the component serial numbers used in the manufacturing process.

Outbound Serial Tracking Only - If you select this option, the following process is used: •

•

•

•

The Epicor application first determines if the i tem is serialized and checks to see if any components used in the manufacturing process are serial tracked. If serial tracked components are found, a window displays all the serial numbers entered on the shipment. All serial tracked component materials for serial tracked items are presented multiplied by the number of items per top level component. A serial number is required to be entered and validated to ensure it has not been matched to another top level component or duplicated.

Workshop - Receive Serialized Materials You can issue serial numbers at the time of receipt from a supplier. This workshop provides an example of serial number generation at the time of receipt. Navigate to Receipt Entry. Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry Important Due to necessary database setup and specific data used to generate serial numbers at the time of receipt, this workshop can only be performed by one person in a shared database. If PO number 4027, release line 1 has already been received refer to the optional solution stated in step seven, or contact your system administrator to refresh your demonstration database. 1. From the New menu, select New Receipt. 2. In the PO field, enter 4027 for AB Electronics and press Tab. 3. In the Packing Slip field, enter the PO number. 4. Click Save.

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5. From the New menu, select New Stock Line. 6. In the PO/Line field, verify 4027 displays. 7. In the Line and Release fields, enter 1 and 1 and press Tab.

Notice the Part and Receiving Quantity panes populate with data. 8. In the Rel field, verify 1 displays. Tip If this PO line has already been received, you can select the other line to practice this functionality. Note that the Quantity and Supplier Qty display different quantities than stated in the following steps.

9. Verify both the Quantity and Supplier Qty fields display 5.

Before receiving parts into stock, serial numbers must be generated; part DSS-1012 is a serial tracked part. 10. In the Stock Location pane, click the Next Lot button.

The part number you are receiving is designated as both lot and serial number tracked. The assigned lot number displays in the Lot field. 11. Click the Serial Numbers button.

The Select Serial Numbers window displays. 12. Navigate to the Create Serial Numbers sheet. 13. Verify the Add Range of Serial Numbers option is selected.

By selecting this option, you are ensuring the serial numbers generate for all parts received i nto stock. 14. Click the Add button. 15. Navigate to the Select sheet and view the generated serial numbers in the Selected Serial Numbers pane. 16. Click OK. 17. In the Stock > Detail sheet, select the Line Received check box.

The Received status displays. 18. Click Save. 19. Exit Receipt Entry.

The lot and serial tracked part is received to inventory.

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Workshop - Use Lower Level Component Serializing You select lower level component serial tracking at the operation level. When you place operations in a method of manufacture, serialization rules apply. You can select operations for serial number generation in Operations Maintenance or through the Engineering Workbench. Once you select an operation, you enter a job tie it to a method of manufacture.

Create a Job In this workshop, enter a job for the part created in the Workshop - Create a Serialized Part. Note Enable lower level component serial tracking at the operation level. When you place an operation in a method of manufacture (MOM), the rules for serialization foll ow.

Navigate to Job Entry. Menu Path: Production Management > Job Management > General Operations > Job Entry 1. From the New menu, select New Job. 2. In the New Job Number window, click the Next Job button and click OK.

Record the job number ___________. 3. In the Part field, enter XXX-SN001 (where XXX are your initials) and press Tab. 4. In the Req By field, enter the date two weeks from today. 5. From the New menu, select New Demand Link > Make To Stock.

This creates the line item for the job. 6. In the Job > Make To Stock > Detail sheet, in the Warehouse field, verify Main displays. 7. In the Quantity field, enter 2. 8. Click Save.

The new part now requires a method of manufacture.

Add Operations 1. In the tree view, right-click on the word Operations and select Add Operation.

The Job Details > Operations > Detail sheet displays. 2. In the Operation field, select Assemble per print. 3. Click Save.

After the record saves, and default scheduling resources populate. 4. In the tree view, right-click on the word Operations and select Add Operation.

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5. In the Operation field, select Deburr. 6. In the Scheduling Factors pane, select the Serial Numbers Required From This Operation check box.

Selecting this check box indicates that a serial number reference is required once this operation is completed for all transactions that take place from this point forward. 7. Click Save.

Add Materials 1. In the tree view, right-click on the word Materials and select Add Material. 2. In the Part/Rev field, enter DSS-1012.

This is a serialized part. 3. In the Qty/Parent field, enter 2.

This means that two DSS-1012 parts are needed in order to create part XXX-SN001. 4. Click Save.

Schedule the Job 1. Navigate to the Job sheet and select the Released check box.

You must engineer a job before the schedule can be issued. Select the Release check box to automatically select the Engineered check box. 2. From the Actions menu, select Schedule > Job Scheduling. 3. In the Schedule Job window, accept the defaults of backward scheduling and click OK.

A schedule is created for the job and now production can begin. 4. Click Save and exit Job Entry.

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Workshop - Generate or Assign Serial Numbers You can generate or match serial numbers after several transactions including purchase receipts, transfer order receipts, job receipts (all modes), quantity adjustments, Cycle Counting, and RMA receipts. In this workshop, assign serial numbers to serial tracked parts on a job. Tip

Before you can complete this workshop, the serial number parameters must be complete for the site and the part. The Select Serial Number window displays whenever a serial number is required and is not on file. Navigate to Serial Number Assignment. Menu Path: Production Management > Job Management > General Operations > Serial Number Assignment 1. In the Job field, enter the job number created in Workshop - Lower Level Component Serializing and press Tab.

Once you locate the job, the serialized part(s) default automatically. 2. Click the Serial Numbers button.

The Select Serial Numbers window displays. 3. Navigate to the Create Serial Numbers sheet and verify Add Range of Serial Numbers is selected. 4. Click the Add button to create new serial numbers. 5. Navigate to the Select sheet and review the serial numbers.

Serial numbers display in the Selected Serial Numbers pane. 6. Click OK. 7. Click Save. 8. Exit Serial Number Assignment.

This demonstrates the auto generate feature of the Serial Number Assignment. If a part has a serial number mask, the auto generate function is only available if that mask is set to generate.

Workshop - Issue Material to a Job You need to issue part DSS-1012 to a job. Because this is a lower level serialized part, you select serial numbers during this process. Navigate to Issue Material. Menu Path: Material Management > Inventory Management > General Operations > I ssue Material 1. In the Job field, enter the job number created in the Workshop - Lower Level Component Serializing and press Tab. 2. In the Mtl field, select 10. 20

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This is a reference to part DSS-1012 which you need to create part XXX-SN001 (where XXX are your initials). 3. Review the Required Quantity field.

Four DSS-1012 are issued, two child assemblies per one parent assembly. 4. In the Quantity field, enter 4. 5. Click the Serial Numbers button. 6. In the Select sheet, click the Retrieve Available button. 7. Select the first four available serial numbers and click the right arrow button.

To select multiple serial numbers at one time, press and hold the Ctrl key as you select. 8. Click OK. 9. Click the Lot Number button and then click Search.

Since DSS-1012 is a lot tracked part, select a lot. 10. Select the available lot number and click OK. 11. Click Save and exit Issue Material.

Workshop - Complete the Operation In this workshop, you will enter labor and the quantity produced to complete the operation. Enter labor through Time and Expense Entry or the Manufacturing Execution System (MES). Navigate to Time and Expense Entry. Menu Path: Production Management > Job Management > General Operations > Time and Expense Entry 1. In the Employee ID field, enter 106 and press Tab.

This populates the details for Linda Carter. 2. From the New menu, select New Time.

The Payroll Date populates with today's date. 3. Accept all defaults and click Save. 4. From the New menu, select New Time Detail.

The Time > Daily Time > Detail > Detail sheet displays. 5. In the Job field, enter the job number created in the Workshop - Lower Level Component Serializing and press Tab. 6. In the Labor Type field, verify Production is selected. 7. In the Assembly field, verify 0 displays. 8. In the Operation field, select 10.

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9. In the Labor Quantity field, enter 2 and press Tab. 10. In the Clock In field, accept the default. 11. In the Clock Out field, enter 12:30 PM. 12. Click Save. 13. Click the Submit button. 14. From the New menu, select New Time Detail. 15. In the Job field, enter the job number created in the Workshop - Lower Level Component Serializing and press Tab. 16. In the Assembly field, verify 0 displays. 17. In the Operation field, select 20. 18. In the Labor Quantity field, enter 2 and press Tab.

Serial number assignments are required to complete this operation. Although the Select Serial Number button is available, this option is used to report scrap or non-conforming pieces after serialization. 19. In the Clock In field, verify or enter 01:00 PM. 20. In the Clock Out field, enter 04:00 PM. 21. In the Time > Daily Time > Detail > Detail sheet, click the Serial Numbers button. 22. Click the Select Serial Numbers button and then click Search. 23. Click the Select All button and then click OK twice.

These are the serial numbers created for the parent part XXX-SN001. 24. Click Save. 25. Click the Submit button and exit Time and Expense Entry.

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Serial Matching Process Use Serial Matching to match child serial numbers to parent serial numbers for a particular job or an individual serial number. If you enter a serial number in the Top Serial sheet and it has a job number associated with it, this process operates in job mode, restricting the serial number selection to available numbers on the selected job. If no job number exists for the serial number, however, the process runs in serial number mode; you can match serial numbers with any available related numbers. If No Lower Level Serial Tracking is set in Site Configuration Control, you can create a table to maintain the parent/child serial number relationships. The information required in this table is as follows: •

Parent serial number

•

Child serial number

•

Date matched

You can create this table using the following two methods: •

•

Job Serial Matching - Create or maintain the parent/child serial number relationship for a job. Serial Number Matching - Create or maintain the parent/child serial number relationship for individual serial numbers. The Select column in the Available to Match sheet contains check boxes next to each of the potential serial number match candidates. Select the check box next to each child serial number that should be matched to the parent serial number for the selected subassembly. This al lows for matching of more than one child serial number to a parent serial number.

If you first enter a serial number in the Top Serial sheet and it has a job number associated with it, the process operates in job mode. If there is no job number associated with the serial number, the process operates in serial number mode. Menu Path


Material Management > Inventory Management > General Operations > Serial Matching

•

Production Management > Job Management > General Operations > Serial Matching

Workshop - Lower Level Component Matching Use the Top Serial sheet to start the process for creating parent/child links for a job (job mode) or for individual serial numbers (serial mode). You must establish parent serial numbers before completing this procedure. If you enter a serial number in the Top Serial sheet first and it has a job number associated with it, the process operates in j ob mode. If a job number is not associated with the serial number, the process operates in serial number mode. Navigate to Serial Matching. Menu Path: Material Management > Inventory Management > General Operations > Serial Matching 1. In the Job field, enter the job number created in the Workshop - Lower Level Component Serializing and press Tab. 2. Click the Serial Number button and click Search. 3. Click the Select All button and then click OK to link the two serial numbers to the highest assembly of the job.

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You can switch between these two parent serial numbers using the navigational toolbar at the top. 4. In the tree view, right-click on Materials and select Tree > Expand Tree. 5. In the tree view, under Serial Numbers, select the first material ( Mtl:10.1).

The Matching Details > Materials > Detail sheet displays. 6. Navigate to the Available to Match sheet. 7. Click the Retrieve button.

Four rows of serial numbers display in the grid, referring to the job number you created. You can expand the size of the Serial Number column to see that the four serial numbers are unique. 8. Click the Select check box on the top row to select the first serial number. 9. Click the Match button.

In tree view, notice that Mtl: 10.1 has been assigned the selected serial number. Notice also that there are now three rows of serial numbers in the grid. 10. Click Save. 11. In tree view, select Mtl:10.2.

The Matching Details > Materials > Detail sheet displays. 12. Navigate to the Available to Match sheet. 13. Click the Select button on the top row to select the next serial number. 14. Click the Match button.

In tree view, notice that Mtl: 10.2 SN: has been assigned the selected serial number. 15. Click Save. 16. Using the navigational toolbar at the top, click the right arrow to select the second parent serial number. 17. Repeat steps 4 through 15 to match the remaining two serial numbers in the grid ( Mtl: 10.1 and Mtl: 10.2) to the second parent serial number. 18. Once complete, click Save and exit Serial Matching.

Workshop - Receive Completed Job Quantities to Inventory Now that you completed the operations on your job order, you need to move those units to the Finished Goods area for eventual shipment to customers. Navigate to Job Receipt to Inventory. Menu Path: Material Management > Inventory Management > General Operations > Job Receipt to Inventory 1. In the From Job field, enter the job number created in the Workshop - Lower Level Component Serializing and press Tab.

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The default inventory details populate based on the part number on the job. 2. In the Quantity field, enter 2. This is the completed quantity you are moving from the Production Floor to Finished Goods bin in the Main Warehouse. 3. Click the Serial Numbers button.

The Select Serial Numbers window displays. 4. In the Select sheet, click the Retrieve Available button. The two serial numbers associated with the units completed in Workshop - Complete the Operation display. 5. Click the double right arrow button to add the selected serial numbers to the Selected Serial Numbers pane. 6. Click OK two times. 7. Click Save. 8. Exit Job Receipt to Inventory.

Workshop - Create a Sales Order Customer Dalton Manufacturing has placed an order for the newly created part XXX-SN001. In this workshop create a sales order. Navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. From the New menu, select New Order. 2. In the Customer field, enter Dalton and press Tab. 3. In the PO field, enter the last four digits of your phone number. 4. From the New menu, select New Line. 5. Navigate to the Lines > Detail sheet. 6. In the Part/Rev field, enter the previously created part XXX-SN001 (where XXX are your initials) and press Tab. 7. In the Order Quantity field, enter 2. 8. In the Need By field, enter the date one week from today's date. 9. In the Ship By field, enter the date two days before the Need By date. 10. Navigate to the Summary sheet.

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11. Record the sales order number _______. 12. Click Save. 13. Exit Sales Order Entry.

Workshop - Select Serial Numbers at Customer Shipment If you use Outbound Only Serial Number tracking, you issue serial numbers at the time of customer shipment. Customer shipment is a transaction where you can generate new or select existing serial numbers. In this workshop, select serial numbers for assignment to the shipped items. Navigate to Customer Shipment Entry . Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. From the New menu, select New Pack. 2. From the New menu, select New Line.

The Lines > Customer Shipment Entry > Detail sheet displays. 3. In the Order Number field, enter the sales order number created in the previous workshop and press Tab. 4. Click the Line/Rel button, search for and select Line 1 and Release 1, then click OK. 5. In the Our Ship Qty field, enter 2 and press Tab.

The Complete status displays. 6. In the From Inventory pane, verify that Main displays in the Warehouse field. 7. Click the Bin button. 8. In the Warehouse Bin Search window, search for and select bin 00-00-00 then click OK. 9. Click Save.

Notice the error message that displays. This error message states you need to create or select created serial numbers to ship. 10. Click OK to the message. 11. In the From Inventory pane, click the Serial Number button. 12. In the Select sheet, click the Retrieve Available button.

Notice the two serial numbers that display in the Available Serial Numbers pane. The two serial numbers associated with the units completed in Workshop - Receive Completed Job Quantities to Inventory display. 13. Click the double right arrow button to add the selected serial numbers to the Selected Serial Numbers pane. 14. Click OK and click Save.

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15. Navigate to the Summary sheet and record the Pack ID number ___________. 16. Exit Customer Shipment Entry.

Workshop - Using the Customer Shipment Tracker The Customer Shipment Tracker provides an online view of shipments made to customers based on the packing slip number. Navigate to the Customer Shipment Tracker. Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Tracker 1. In the Pack Number field, enter the packing slip number created in the Workshop - Select Serial Numbers at Customer Shipment and press Tab. 2. Navigate to the Serial Numbers sheet and click the Retrieve button.

The grid populates with data. 3. Click Print and select Print Preview.

Preview the packing slip. 4. Close all windows and exit the Customer Shipment Tracker.

Serial Number Tracker Use the Serial Number Tracker to display information about serial-tracked part records including the serial number status, location, and serial-tracked transactions. This tracker displays information in a dashboard format. A dashboard provides you with current information and processes so you can more efficiently perform your tasks. You cannot add or edit records in a tracker. Menu Path


Executive Analysis > Trackers > Serial Number Tracker

•

Material Management > Inventory Management > General Operations > Serial Number Tracker

•

Material Management > Purchase Contracts Management > General Operations > Serial Number Tracker

•

Material Management > Purchase Management > General Operations > Serial Number Tracker

•

Material Management > Shipping / Receiving > General Operations > Serial Number Tracker

•

Production Management > Job Management > General Operations > Serial Number Tracker

•

Production Management > Quality Assurance > General O perations > Serial Number Tracker

•

Sales Management > Customer Relationship Management > General Operations > Serial Number Tracker

•

Service Management > Field Service > General Operations > Serial Number Tracker

For CRM users, the Main Menu appears as: •

Customer Relationship Management > Sales and Marketing Management > General Operations > Serial Number Tracker

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Workshop - Using the Serial Number Tracker Use the Serial Number Tracker to view the properties and transaction activity for a serial number in read-only mode. The Serial Number Tracker provides an online view of the movement of an item after you create or assign the serial number. Serial number transferring is handled in the Serial Number Tracker. 1. Navigate to the Serial Number Tracker. Menu Path: Material Management > Inventory Management > General Operations > Serial Number Tracker

Discuss the entries, such as the shipping information. 2. Click the Serial Number button to locate a serial number. 3. In the Part field, enter XXX-SN001 (where XXX are your initials) and click Search. 4. Select the first serial number and click OK. 5. Navigate to the Transactions sheet and click the Retrieve button to view the transactions. 6. Navigate to the Lower Level Serials sheet and click the Retrieve button.

Review the child component serial numbers attached to the parent serial number. 7. Exit the Serial Number Tracker.

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Conclusion

Conclusion Congratulations! You have completed the Serial Number Tracking course.

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serial.number.tracking.pdf

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