Managing Pedigrees

This chapter covers the following topics:

Understanding Pedigree

Oracle Pedigree and Serialization Manager (OPSM) enables you to create and print a pedigree document for a shipment or receipt transaction. You can also digitally sign a pedigree document created from a shipment transaction. The pedigree document is a record that contains information about each owner of the product as it moves through the supply chain. The pedigree document records the sale of a single product initiated by the manufacturer when it is shipped to or received by a downstream trading partner through a shipment or receipt transaction.

Example of a Pedigree Report

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A pedigree document contains the following information:

Using OPSM you can automatically create a pedigree document from a shipment or receipt transaction or you can manually create one using the Maintain Transactions page in OPSM. The printing of the pedigree document is a manual step in OPSM. A pedigree document is automatically created in OPSM, if OPSM receives a shipment or receipt transaction from a transactional system and it processes successfully, is not a shipment or receipt to an internal customer, has the product flagged as Pedigree Required, and has all the required pedigree fields populated. If the shipment or receipt transaction fails then the pedigree document is not created. If the shipment or receipt transaction is successfully reprocessed, then OPSM tries again to automatically create the pedigree document.

The pedigree document can be manually created in OPSM using the Maintain Transaction page if a shipment or receipt transaction completes successfully, but some of the required pedigree fields are missing such as, Location Contact information or Product information. In this case, the pedigree document was not automatically created. You have to enter the missing pedigree information in OPSM and then access the Maintain Transactions page and manually create the pedigree document by clicking the Create Pedigree XML icon or selecting the Create Pedigree XML option from the Action menu for the shipment or receipt transaction.

For more information on pedigree setup, see the Pedigree Setup Process Flow in this section.

For more information on manually creating a pedigree, see Creating a Pedigree.

To digitally sign a pedigree document for a shipment transaction, access the Maintain Transactions page or the Digital Signature Worklist page. From the Maintain Transactions page you click the Unsigned icon or select the Sign option from the Action menu for a shipment transaction where the pedigree document has already been created. From the Digital Signature Worklist page you click the Sign button or select the Sign option from the Action menu for a shipment transaction where the pedigree document has already been created. Digitally signing a pedigree is an optional process. You cannot digitally sign a pedigree document created from a receipt transaction.

For more information on digitally signing a pedigree, see Digitally Signing a Pedigree Using the Maintain Transactions Page and Digitally Signing a Pedigree Using the Digital Signature Worklist.

To print a pedigree document for a shipment or receipt transaction, access the Maintain Transactions page and click the Print Pedigree XML icon or select the Print Pedigree XML option from the Action menu for a shipment or receipt transaction where the pedigree document has already been created. You can also print a pedigree document for a shipment transaction from the Digital Signature Worklist page. OPSM integrates with the Oracle Business Intelligence Publisher application so that you can print a pedigree document. When you print a pedigree document using the Maintain Transactions page or the Digital Signature Worklist page, OPSM calls the Oracle BI Publisher API to launch the Oracle Business Intelligence Publisher application. You then select a template and print the pedigree document if required. OPSM provides a generic pedigree template, as well as a template for the Florida pedigree, but you can create your own template using the Oracle Business Intelligence Publisher application. You can select the template you want to use for printing. You can also set up a default template that will automatically populate when you choose to print a pedigree.

For more information on printing and viewing a pedigree, see:

For more information on using the Oracle Business Intelligence Publisher application, see Oracle Business Intelligence Publisher Report Designer's Guide.

Pedigree Setup Process Flow

Before a pedigree document can be successfully created and printed in OPSM for a shipment or receipt transaction and the pedigree document digitally signed for a shipment transaction certain information must be set up in OPSM. This process flow depicts the required pedigree setup steps:

To Set Up Pedigree:

  1. (Optional) Enter fields pertaining to the pedigree for the locations for which you are working.

    Enter the License State / Region and the License Agency fields for the locations on the Create Location or Edit Location pages.

    For information, see Maintaining Locations.

  2. Define Location Contacts for the locations for which you are working.

    For information, see Maintaining Locations.

  3. (Optional) If you would like to digitally sign the pedigree document after a shipment transactions is created, perform these steps:

    • Install and implement a digital signature keystore.

      For information, see the Oracle Pedigree and Serialization Manager Security Guide.

    • Define the Digital Signature Keystore parameters and the Digital Signature Method parameter in System Parameters.

      For information, see Maintaining System Parameters.

    • Enter the certificate alias from the keystore into the Contact User Id field for each location contact.

      Note: Existing users that are upgrading to OPSM Release 1.2 need to add a valid contact user ID to every location contact that will be digitally signing pedigrees. This information should be entered before they actually digitally sign a pedigree document. Otherwise, they will receive an error message and will not be able to digitally sign a pedigree.

      For information, see Maintaining Locations.

    • Mark the location as digital signature required by clicking the Digital Signature Required check box on the Create Location or Edit Location pages.

      For information, see Maintaining Locations.

  4. Indicate that the product codes you are working with require a pedigree.

    Select the Pedigree Required check box for the Product Codes on the Create Product or the Edit Product pages under the Regulatory Information tab.

    For information, see Maintaining Products.

  5. Create shipment or receipt transactions that process successfully in OPSM for the products and locations that you have set up with pedigree information.

  6. If you would like to print the pedigree document, install and implement the Oracle Business Intelligence Publisher application.

    For information, see:

    • Oracle Business Intelligence Publisher Report Designer's Guide.

    • Oracle Business Intelligence Publisher Administrator's and Developer's Guide.

    • Oracle Business Intelligence Enterprise Edition Deployment Guide.

    • Oracle Business Intelligence Infrastructure Installation and Configuration Guide.

Creating a Pedigree

Oracle Pedigree and Serialization Manager (OPSM) automatically creates a pedigree XML document when it receives a non-internal shipment or receipt transaction (product on the transaction is marked as Pedigree Required) from a transactional system that processes successfully and where all the other required pedigree fields are populated with information. If the shipment or receipt transaction does not contain all of the required pedigree fields the pedigree XML document is not created. In this case, you need to enter the required pedigree information and then manually create the pedigree XML document using the Maintain Transactions page.

Using the Maintain Transactions page in OPSM you can manually create a pedigree XML document for a non-internal shipment or receipt transaction. A pedigree XML document can only be created for shipment or receipt transactions with an exception status of No Exceptions.

If you are using location security, you will only be able to manually create a pedigree XML document for transactions associated to transaction locations you have update access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

For more information on pedigree, see Understanding Pedigrees.

Use this procedure to manually create a pedigree:

Prerequisites

To Manually Create a Pedigree

  1. Navigate to the Maintain Transactions page.

  2. Enter search criteria for the transactions for which you want to create a pedigree and click the Search button.

    You'll want to search for transactions with a Transaction Type of Shipment or Receipt and an Exception Status of No Exceptions.

    If you are using location security, you will only be able to manually create pedigrees for transactions associated to transaction locations that you have update access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    Maintain Transactions page

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    All of the transactions that match the search criteria appear in the Search Results: Transactions region in a table format.

    If you are using location security, all of the transactions with a transaction location that you have at a minimum read access to in the Location Security Setup page will display.

    For more information on location security, see Location Security Overview.

  3. Select the transaction in the table for which you want to create a pedigree.

  4. Select Create Pedigree XML in the Action menu or click the Create Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

    Note: If you are using location security, you will only be able to manually create pedigrees for transactions associated to transaction locations that you have update access to in the Location Security Setup page. Otherwise, the system will display an error message that you do not have update access to the location for the transaction.

    Maintain Transactions page

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    The system initiates a process that creates the pedigree XML document. If the process is successful, the system creates the pedigree XML document and it randomly assigns a unique pedigree number to the document that displays in the Pedigree Number column of the results table for the shipment or receipt transaction. Plus, for shipment transactions the Unsigned icon appears in the Pedigree Actions column of the results table for the pedigree if a digital signature is required.

    The pedigree unique ID is a universally unique identifier for the pedigree document using the UUID 128-bit identifier standard per RFC 4122, including the "urn:uuid" namespace prefix. The pedigree unique ID is 45 characters in length when the namespace prefix is included. For example, urn:uuid:7ca6dd60-0fc4-11dd-a41d-0002a5d5c51b

    If the process fails, a message appears stating that the pedigree document failed to be created and to go to transaction exceptions to view the errors that occurred during the creation of the pedigree document. A message severity icon appears in the Message Severity column of the results table for the shipment or receipt transaction. You need to correct the individual errors and warnings that occurred for this process and then re-initiate the Create Pedigree XML process.

  5. (Optional) If the Create Pedigree XML process fails, view the errors, correct the errors, and then re-initiate the Create Pedigree XML process.

    To View and Correct Errors and to Re-Initiate the Create Pedigree XML Process

    1. Click the Exception Status link or the Message Severity icon for the shipment or receipt transaction in the Search Results: Transactions table.

      Note: In this case, the Exception Status column link becomes available even for transactions that were successful. For example, the No Exceptions status may contain a link if the Create Pedigree XML process was unsuccessful. The exceptions that display at this time are for the Create Pedigree XML process.

      The View Transaction Exceptions page appears displaying the errors and warnings that occurred during the Create Pedigree XML process.

    2. Correct the warning and error conditions mentioned in the messages listed on the View Transaction Exceptions page.

    3. Navigate back to the Maintain Transactions page and search for the transaction where the pedigree document failed to be created. Then select Create Pedigree XML in the Action menu or click the Create Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

Digitally Signing a Pedigree Using the Maintain Transactions Page

Use the Maintain Transactions page in Oracle Pedigree and Serialization Manager (OPSM) to digitally sign a pedigree document for a shipment transaction.

Note: You cannot digitally sign a pedigree document for a receipt transaction.

You can also digitally sign one or more pedigree documents for shipment transactions using the Digital Signature Worklist page.

If you are using location security, you will only be able to digitally sign a pedigree XML document for transactions associated to transaction locations you have update access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

For information, see Digitally Signing a Pedigree Using the Digital Signature Worklist page.

Use this procedure to digitally sign a pedigree using the Maintain Transactions page:

Prerequisites

To Digitally Sign a Pedigree Using the Maintain Transactions Page

  1. Navigate to the Maintain Transactions page.

  2. Enter search criteria for the transactions for which you want to digitally sign a pedigree and click the Search button.

    You'll want to search for transactions with:

    • Transaction Type of Shipment.

    • Exception Status of No Exceptions.

    • Pedigree Number if known.

    • Signed Document Attached field set to No.

    If an actual Pedigree Number is not entered, all pedigree numbers appear that match the search criteria.

    For more information on all of the search criteria fields, see Searching for Transactions.

    If you are using location security, you will only be able to digitally sign pedigrees for transactions associated to transaction locations that you have update access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    All of the transactions that match the search criteria appear in the Search Results: Transactions region in a table format.

    If you are using location security, all of the transactions with a transaction location that you have at a minimum read access to in the Location Security Setup page will display.

    For more information on location security, see Location Security Overview.

  3. Select the transaction in the table for which you want to digitally sign the pedigree. The transaction has an associated Pedigree Number that appears in the Pedigree Number column of the Search Results: Transactions table.

    Maintain Transactions page

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  4. Select Sign in the Action menu or click the Unsigned icon for the transaction in the Pedigree Actions column of the results table.

    Note: If you are using location security, you will only be able to digitally sign a pedigree document for transactions associated to transaction locations you have update access to in the Location Security Setup page. Otherwise, the system will display an error message that you do not have update access to the location for the transaction.

    A message appears stating that the selected pedigree will be signed. Do you wish to continue?

  5. Click the Yes button.

  6. Enter the digital signature credentials by entering the Username and Password fields and then click the OK button.

    Because the Digital Signature Method system parameter is set to Session for shipment transactions, you only need to enter the digital signature credentials when you come to the Maintain Transactions page and sign a pedigree document for the first time. Each subsequent pedigree you sign during the same session does not require you to enter the credentials. The credentials entered for the first pedigree are used until you leave the OPSM application. Opening the OPSM application and then leaving the OPSM application is considered one session.

  7. Click the OK button.

    An information message appears stating the document is Digitally Signed.

  8. Click the OK button.

    Maintain Transactions page

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    The pedigree document is now digitally signed. You see the following changes for a shipment transaction where the pedigree document is signed:

    • Unsigned icon in the Pedigree Actions column for the pedigree changes to a Signed icon.

    • A green check mark appears in the Signed Document Attached column of the results table for the shipment transaction.

    • Location contact name associated with the digital signature credential appears in the Signed By column of the results table for the shipment transaction.

    • Date and time the pedigree was signed appears in the Signature Date/Time column of the results table for the shipment transaction.

    You can view the user that digitally signed the pedigree when you view or print the pedigree.

    For more information on viewing or printing a pedigree, see:

Searching for Signed or Unsigned Pedigree Documents Using the Digital Signature Worklist Page

Use the Digital Signature Worklist page in Oracle Pedigree and Serialization Manager (OPSM) to search for signed or unsigned pedigree documents associated to shipment transactions.

Using the advanced search functionality you can search for transactions by using the operator field (equals, contains, ends with, starts with, and so on) associated with the search criteria field.

If you are using location security, you will only be able to search for signed or unsigned pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

Use these procedures to search for signed or unsigned pedigree documents using the Digital Signature Worklist page:

Prerequisites

To Search for Signed or Unsigned Pedigree Documents (Basic Search)

  1. Navigate to the Digital Signature Worklist page.

    Digital Signature Worklist page

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  2. In the Search region enter this field:

    Field Name Description
    View (Optional) Select whether you want to view shipments transactions where the associated pedigree document is signed or pending a signature. Values are:

    • Blank

    • Pending Signature

    • Signed Documents

    Otherwise, you can click the Search button without entering any search criteria and all available shipment transactions that your are authorized to sign (your Username is associated as a location contact to the location for the transactions and you have credentials for digital signature) where the associated pedigree documents are signed or are pending a signature display.

    If you are using location security, only the shipment transactions that you are authorized to sign where the pedigree documents are signed or are pending a signature that are associated to transaction locations that you have at a minimum read access to in the Location Security Setup page will display.

    For more information on location security, see Location Security Overview.

  3. Click the Search button.

    Digital Signature Worklist page

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    All of the shipment transactions that match the search criteria appear in the Search Results: Worklist region in a table format. For each shipment transaction the following information displays:

    Field Name Description
    Pedigree Actions Displays the available Pedigree Actions. Action is:

    • Print Pedigree XML icon: This icon is available for transactions where a pedigree has already been created for the transaction.

    Pedigree Number Displays the pedigree number associated with the transaction.
    Transaction Type Displays the type of transaction.
    Only Shipment will display since this is the only transaction for which pedigrees are currently available.
    Transaction Date Displays the transaction date.
    Transaction Status Displays the transaction status.
    Only transactions that have processed successfully will be displayed.
    Signature Date/Time Displays the date and time the pedigree was digitally signed.
    Product Code Displays the product code for the transaction.
    Product Code Type Displays the product code type for the product associated with the transaction.
    Product Code Variant Displays the product code variant for the product associated with the transaction.
    Product Description Displays the product description for the transaction.
    Item Number Displays the item number for the transaction.
    Item Description Displays the description of the item associated with the transaction.
    Primary Document Displays the primary document for the transaction.
    Ship To Displays the ship to location for the transaction.
    Signed By Displays the user that digitally signed the pedigree document.

  4. Click the Advanced button to perform an advanced search.

To Search for Signed or Unsigned Pedigree Documents (Advanced Search)

Use the Advanced Search functionality to perform a more detailed search for specific transactions. Field operators associated with the search criteria fields can be used during an Advanced Search so that a range of transactions can be easily retrieved.

If you are using location security, you will only be able to search for signed or unsigned pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

  1. Navigate to the Digital Signature Worklist page.

  2. Click the Advanced button located at the top of the page.

    Note: Clicking the Advanced or Basic button will keep the values in the base criteria fields.

    Digital Signature Worklist page

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  3. In the Search region enter this field:

    Field Name Description
    View (Optional) Select the field operator and then select whether you want to view shipments transactions where the associated pedigree document is signed or pending a signature. Values are:

    • Blank

    • Pending Signature

    • Signed Documents


    Operators are:

    • Starts with

    • Ends with

    • Equals

    • Does not equal

    • Less than

    • Greater than

    • Less than or equal to

    • Greater than or equal to

    • Between

    • Not between

    • Contains

    • Does not contain

    • Is blank

    • Is not blank

  4. (Optional) To enter additional search criteria fields, click the Add Fields button and select the field you would like to add to the search criteria.

    If you using location security, and attempt to perform a search using an additional search criteria such as lot, the system will still only display the shipping transactions related to the transaction locations related to that lot that you have at a minimum read access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    A warning message appears stating that you have made changes to a system saved search. Would you like to save theses changes to a new personal saved search?

  5. Perform one of these options:

    • Click the No button to have the selected field appear as a search criteria field without modifying the saved searched.

      Note: To remove the additional field, click the Remove icon next to the field. The field will be removed from the search criteria.

    • Click the Yes button to create a new saved search which will include the new search field as search criteria.

  6. (Optional) Enter search criteria for the additional fields. Plus, enter the Match option of All or Any.

  7. Click the Search button.

    Digital Signature Worklist page

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    All of the transactions that match the search criteria appear in the Search Results: Worklist region in a table format.

    For information on the fields that appear for each transaction, see Procedure: To Search for Signed or Unsigned Pedigree Documents (Basic Search).

  8. Click the Basic button to have the page hide the advanced search criteria fields and re-display the basic search criteria fields.

    Note: Clicking the Reset button clears the values in all of the search criteria fields.

Digitally Signing a Pedigree Using the Digital Signature Worklist Page

Use the Digital Signature Worklist page in Oracle Pedigree and Serialization Manager (OPSM) to digitally sign one or more pedigree documents associated with shipment transactions.

You can also digitally sign pedigree documents for shipment transactions using the Maintain Transactions page.

For information, see Digitally Signing a Pedigree Using the Maintain Transactions page.

If you are using location security, you will only be able to sign pedigree documents for shipment transactions associated to transaction locations you have update access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

Use this procedure to digitally sign a pedigree using the Digital Signature Worklist page:

Prerequisites

To Digitally Sign a Pedigree Using the Digital Signature Worklist Page

  1. Navigate to the Digital Signature Worklist.

  2. Enter search criteria for the transactions you want to digitally sign a pedigree for and click the Search button.

    You'll want to search for transactions that are pending a signature (View = Pending Signature).

    If you are using location security, you will only be able to sign pedigree documents for shipment transactions associated to transaction locations you have update access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

  3. Select one or more shipment transactions and their associated pedigrees that you want to digitally sign.

    If you select the very top check box in the check box column all shipments transactions will be selected.

    Digital Signature Worklist page

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  4. Select Sign in the Actions menu or click the Sign button at the top of the results table.

    If you are using location security, the Sign icon and the Sign option in the Action menu are available if you have read or update access to the transaction location in the Location Security Setup page. You will only be able to sign a pedigree if you have update access. Otherwise, you will receive a message stating that you do not have update access and to have your system administrator assign the appropriate location security access needed.

    For more information on location security, see Location Security Overview.

    A message appears stating that the selected pedigree will be signed. Do you wish to continue?

  5. Click the Yes button.

  6. Enter the digital signature credentials by entering the Username and Password fields and then click the OK button.

    Because the Digital Signature Method system parameter is set to Session for shipment transactions, you will only need to enter the digital signature credentials when you come to the Digital Signature Worklist page and sign a pedigree document for the first time. Each subsequent pedigree you sign during this session will not require you to enter the credentials. The credentials entered for the first pedigree will be used until you leave the OPSM application. Opening the OPSM application and then leaving the OPSM application is considered one session.

  7. Click the OK button.

    An information message appears stating the number of documents that were digitally signed

  8. Click the OK button.

    The pedigree documents are now digitally signed.

    You can view the user that signed the pedigree when you view or print the pedigree.

    For more information on viewing or printing a pedigree, see:

Printing a Pedigree Using the Maintain Transactions Page

Use the Maintain Transactions page in Oracle Pedigree and Serialization Manager (OPSM) to print a pedigree document for a shipment or receipt transaction. For a shipment transaction, you can print a pedigree document before or after it is digitally signed. OPSM integrates with the Oracle Business Intelligence Publisher application to print the pedigree document.

If you are using location security, you will only be able to print pedigree XML documents for transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

You can also print a pedigree document for a shipment transaction from the Digital Signature Worklist page.

For more information on printing a pedigree from the Digital Signature Worklist, see Printing a Pedigree Using the Digital Signature Worklist.

Use this procedure to print a pedigree using the Maintain Transactions page:

Prerequisites

To Print a Pedigree Using the Maintain Transactions Page

  1. Navigate to the Maintain Transactions page.

  2. Enter search criteria for the transactions for which you want to print a pedigree and click the Search button.

    You'll want to search for transactions with a Transaction Type of Shipment or Receipt and an Exception Status of No Exceptions and the actual Pedigree Number if known. Otherwise, all pedigree numbers appear that match the search criteria.

    If you are using location security, you will only be able to print pedigree documents for transactions associated to the transaction locations you have at a minimum read access to in the Location Security Setup page.

    Maintain Transactions page

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    All of the transactions that match the search criteria appear in the Search Results: Transactions region in a table format.

  3. Select the transaction in the table for which you want to print a pedigree. The transaction has an associated Pedigree Number that appears in the Pedigree Number column of the Search Results: Transactions table.

  4. Select Print Pedigree XML in the Action menu or click the Print Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

    Note: If you are using location security, you will only be able to print pedigree XML documents for transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page. Otherwise, the system will display an error message that you do not have the correct access for this transaction.

    The system calls the BI Publisher API to launch the Oracle Business Intelligence Publisher application.

  5. Log in to Oracle Business Intelligence Publisher.

    Oracle BI Publisher application - OPSM Generic Pedigree Report

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    The pedigree document appears for the shipment or receipt transaction. Using Oracle Business Intelligence Publisher you can print the pedigree document using different templates and different formats (for example, HTML, PDF, and so on).

    For more information, see Oracle Business Intelligence Publisher Report Designer's Guide.

Printing a Pedigree Using the Digital Signature Worklist Page

Use the Digital Signature Worklist page in Oracle Pedigree and Serialization Manager (OPSM) to print a pedigree document for a shipment transaction. You can print a pedigree document before or after it is digitally signed. OPSM integrates with the Oracle Business Intelligence Publisher application to print the pedigree document.

For information on printing a pedigree from the Maintain Transactions page, see Printing a Pedigree Using the Maintain Transactions Page.

If you are using location security, you will only be able to print pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

Use this procedure to print a pedigree using the Digital Signature Worklist page:

Prerequisites

To Print a Pedigree Using the Digital Signature Worklist Page

  1. Navigate to the Digital Signature Worklist.

  2. Enter search criteria for the transactions for which you want to print a pedigree and click the Search button.

    If you are using location security, you will only be able to print pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    Digital Signature Worklist page

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    All of the transactions that match the search criteria appear in the Search Results: Worklist region in a table format.

  3. Select the transaction in the table for which you want to print a pedigree.

    The transaction has an associated Pedigree Number that appears in the Pedigree Number column of the Search Results: Worklist table.

  4. Select Print Pedigree XML in the Action menu or click the Print Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

    If you are using location security, the Print Pedigree XML icon and the Print Pedigree XML option in the Action menu are available if you have at a minimum read access to the transaction location in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    The system calls the BI Publisher API to launch the Oracle Business Intelligence Publisher application.

  5. Log in to Oracle Business Intelligence Publisher.

    Oracle BI Publisher application - OPSM Generic Pedigree Report

    the picture is described in the document text

    The pedigree document appears for the shipment transaction. Using Oracle Business Intelligence Publisher you can print the pedigree document using different templates and different formats (for example, HTML, PDF, and so on).

    For more information, see Oracle Business Intelligence Publisher Report Designer's Guide.

Viewing Transaction Detail Information Using the Digital Signature Worklist Page

Use the View Transaction page in Oracle Pedigree and Serialization Manager (OPSM) to view all the detailed information for a shipment transaction.

If you are using location security, you will only be able to view transaction detail information for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

Use this procedure to view transaction detail information using the Digital Signature Worklist page:

Prerequisites

To View Transaction Detail Information Using the Digital Signature Worklist Page

  1. Navigate to the Digital Signature Worklist page.

  2. Enter search criteria for the shipment transactions where the associated pedigrees are signed or pending a signature and click the Search button.

    If you are using location security, you will only be able to search for signed or unsigned pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    All of the transactions that match the search criteria appear in the Search Results: Worklist region in a table format.

  3. Select the transaction in the table you want to view.

  4. Select View Transaction Detail in the Actions menu or click the Transaction Type link.

    If you are using location security, the Transaction Type link and the View Transaction Detail option in the Action menu are available if you have at a minimum read access to the transaction location associated to the shipping transaction in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    The View Transaction page appears displaying information for the transaction. There are six tabs (Transaction Details, Associated Documents, Product Details, Associated Serials, Packaging Hierarchy, and User Defined Fields).

  5. Select the different tabs to view the transaction details for the transaction.

    For more information on viewing transaction detail information, see Viewing Transaction Detail Information.

  6. Click the Close button to return back to the Digital Signature Worklist page.

Viewing a Pedigree Using the Maintain Transactions Page

Use the Maintain Transactions page in Oracle Pedigree and Serialization Manager (OPSM) to view a pedigree document for a shipment or receipt transaction. You can view a pedigree document for a shipment transaction before or after it is digitally signed. OPSM integrates with the Oracle Business Intelligence Publisher application where you can view the pedigree document.

If you are using location security, you will only be able to view pedigree documents for transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

You can also view a pedigree document for a shipment transaction from the Digital Signature Worklist page.

For more information on viewing a pedigree document from the Digital Signature Worklist page, see Viewing a Pedigree Using the Digital Signature Worklist Page.

Use this procedure to view a pedigree using the Maintain Transactions page:

Prerequisites

To View a Pedigree Using the Maintain Transactions Page

  1. Navigate to the Maintain Transactions page.

  2. Enter search criteria for the transactions for which you want to view a pedigree and click the Search button.

    You'll want to search for transactions with a Transaction Type of Shipment or Receipt and an Exception Status of No Exceptions and the actual Pedigree Number if known. Otherwise, all pedigree numbers appear that match the search criteria.

    If you are using location security, you will only be able to view pedigree documents for transactions associated to the transaction locations you have at a minimum read access to in the Location Security Setup page.

    All of the transactions that match the search criteria appear in the Search Results: Transactions region in a table format.

  3. Select the transaction in the table for which you want to view a pedigree. The transaction has an associated Pedigree Number that appears in the Pedigree Number column of the Search Results: Transactions table.

  4. Select Print Pedigree XML in the Action menu or click the Print Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

    Note: If you are using location security, you will only be able to print pedigree documents for transactions associated to the transaction locations you have at a minimum read access to in the Location Security Setup page. Otherwise, the system will display an error message that you do not have the correct access for this transaction.

    The system calls the Oracle Business Intelligence (BI) Publisher API to launch the Oracle Business Intelligence Publisher application.

  5. Log in to Oracle Business Intelligence Publisher.

    The pedigree document appears for the shipment or receipt transaction. Using Oracle BI Publisher you can view the pedigree document using different templates and different formats (for example, HTML, PDF, and so on).

    For more information, see Oracle Business Intelligence Publisher Report Designer's Guide.

Viewing a Pedigree Using the Digital Signature Worklist Page

Use the Digital Signature Worklist page in Oracle Pedigree and Serialization Manager (OPSM) to view a pedigree document for a shipment transaction. You can view a pedigree document before or after it is digitally signed. OPSM integrates with the Oracle Business Intelligence Publisher application where you can view the pedigree document.

You can also view a pedigree document from the Maintain Transactions page.

For more information on viewing a pedigree from the Maintain Transactions page, see Viewing a Pedigree Using the Maintain Transactions Page.

If you are using location security, you will only be able to view pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

For more information on location security, see Location Security Overview.

Use this procedure to view a pedigree using the Digital Signature Worklist page:

Prerequisites

To View a Pedigree Using the Digital Signature Worklist Page

  1. Navigate to the Digital Signature Worklist page.

  2. Enter search criteria for the transactions for which you want to view a pedigree and click the Search button.

    If you are using location security, you will only be able to view pedigree documents for shipment transactions associated to transaction locations you have at a minimum read access to in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    All of the transactions that match the search criteria appear in the Search Results: Worklist region in a table format.

  3. Select the transaction in the table for which you want to view a pedigree. The transaction has an associated Pedigree Number that appears in the Pedigree Number column of the Search Results: Worklist table.

  4. Select Print Pedigree XML in the Action menu or click the Print Pedigree XML icon for the transaction in the Pedigree Actions column of the results table.

    If you are using location security, the Print Pedigree XML icon and the Print Pedigree XML option in the Action menu are available if you have at a minimum read access to the transaction location in the Location Security Setup page.

    For more information on location security, see Location Security Overview.

    The system calls the BI Publisher API to launch the Oracle Business Intelligence Publisher application.

  5. Log in to Oracle Business Intelligence Publisher.

    The pedigree document appears for the shipment transaction. Using Oracle Business Intelligence Publisher you can view the pedigree document using different templates and different formats (for example, HTML, PDF, and so on).

    For more information, see Oracle Business Intelligence Publisher Report Designer's Guide.