7 Product Genealogy

This chapter contains the following:

Overview of Tracing Product Genealogy

The tracing product genealogy feature enables you to capture and view the genealogy data for various transactions related to lot control enabled and serialized products and components. The transactions can be inventory transactions, work order operation transactions, and work order material transactions.

You can track the product genealogy data throughout the complete life cycle starting from raw material to finished product and then to the customer. The genealogy data can help you get information and in turn help you solve problems by:

  • Identifying the source and scope of a problem.

  • Identifying the relevant pieces of information for the failure.

  • Identifying the other items that may be impacted due to a relationship or common origin.

  • Providing locations of the item during its life cycle.

To summarize, tracing product genealogy feature enables you to:

  • Search and view the genealogy instances.

  • View detailed information of item lot number and serial number.

  • View relationship between the genealogy instances.

  • View the transaction history of the genealogy instances based on lot number or serial number.

You can search and view the genealogy details of products on the Review Product Genealogy page. This page also serves as a starting point to view genealogy instances, their relationships, and transaction history.

Note: For a product or component to be tracked in genealogy, you must set the Enable Genealogy Tracking item attribute to Yes.

You can perform a basic keyword search or use the filters to perform an advance search. The filters enable you to perform the search based on a range of lot numbers, a range of serial numbers, or the item. Optionally, you can also provide the range of transaction dates to restrict the result to specific dates. You can save the frequently used search criteria and reuse it. You can also run a search automatically by creating a saved search and setting it as default. If you set a default search, the search is automatically run and the results are displayed whenever the Review Product Genealogy page is opened.

For each product genealogy record, you can perform the following actions:

  • Information: View detailed information such as lot number and serial number details.

  • Genealogy Details: View the genealogy details such as relationship between the genealogy instances.

  • Transaction History: View transaction history of the product genealogy record.

In the event of any failure during processing of genealogy transactions, you can resubmit the failed genealogy transactions for processing. The Retry in-Error Genealogy Transactions scheduled process enables you to retry the genealogy transactions that failed during previous data capture.

Note: You must have the Manage Asset Interface Errors privilege to run the Retry in-Error Genealogy Transactions scheduled process.

You can select or deselect the Review Errors Mode check box before running the scheduled process. If the Review Errors Mode check box is selected, the scheduled process lists the interface errors without reprocess the genealogy transactions. If the Review Errors Mode check box is deselected, the scheduled process reprocesses the genealogy transactions and then lists the remaining interface errors.

How You View Lot and Serial Number Information

For each product genealogy record, you can view the lot and serial number information of the product instance. On the Review Product Genealogy page, in the search results, select the record for which you want to view the lot or serial information. From the record menu, select: Information. The Information dialog box opens. The information is displayed based on the type of product instance of the record.

If the product instance is lot control enabled, then the Information dialog box is displayed with the following tabs:

  • Lot Details: Displays the lot number-specific details of the product instance. The dialog box shows details such as the lot, item, lot status, material status, expiration date, and so on.

  • On Hand: Displays lot quantities that are available in the warehouse.

  • Issued: Displays lot quantities that are issued to the work orders.

  • Shipped: Displays lot quantities that are shipped to the customers.

If the product instance is serial control enabled, then the Information dialog box is displayed with the serial number-specific details of the product instance. The dialog box shows details such as the serial number, item, usage, material status, organization, subinventory, and so on.

If the product instance is serial control and lot control enabled, then the Information dialog box is displayed with the following tabs:

  • Serial Details: Displays the serial number-specific details of the product instance. The dialog box shows details such as the serial number, item, usage, material status, organization, subinventory, and so on.

  • Lot Details: Displays the lot number-specific details of the product instance. The dialog box shows details such as the lot, item, lot status, material status, expiration date, and so on.

For each product genealogy record, you can view the product genealogy details such as the relationship between the genealogy instances. On the Review Product Genealogy page, in the search results, select the record for which you want to view the lot or serial information. From the record menu, select: Genealogy Details. The Genealogy Details page opens.

The graphical view shows the genealogy hierarchy depicting the parent-child relationships between components and assembly. You can drill down to view additional details and related information.

Prior to this enhancement, when you transacted lot and serial-controlled input or output items with Enable Genealogy Tracking set to Yes, the application immediately ran the scheduled process Manufacturing Transactions to Genealogy Interface. The genealogy was built after the scheduled process was completed. When users performed large volume of transactions, the application automatically ran many Manufacturing Transactions to Genealogy Interface scheduled processes to build genealogy automatically. This reduced the performance of the overall application. Now you have a new profile option Genealogy Build Deferred During Execution which will help in addressing the issue quickly and efficiently.

Product Genealogy in Process Manufacturing

You can trace end-to-end lot genealogy of co-products and by-products. Visualize and analyze the parent-child relationships between input and output items under lot control, whether generated from in-house receiving, production, and shipping transactions, or imported through a spreadsheet from a supplier.

For all output lots completed in an operation, all of the material lots issued up to the operation have a child relationship in genealogy.

This will help in investigating and resolving product quality issues and customer complaints in a timely manner.

Caution: In a Process work order, if the input issue and output completion transactions happen simultaneously, the genealogy will not be built accurately.

How You View Product Genealogy Transaction History

You can view the transaction history of specific lot or serial number on the Transaction History page. On the Review Product Genealogy page, in the search result, from the Actions menu of the product genealogy record, select: Transaction History. The Transaction History page for the product instance opens.

The transaction history is displayed in form of map and can be filtered based on the following attributes:

  • Source: Refers to the source of transaction.

  • Source Transaction Type: Refers to the type of transaction from the specified source. You can click the transaction type link to review more details. For example, if you click the Product Completion link, the related work order transaction history details are searched and displayed.

While reviewing the transaction history details, you can zoom in and zoom out within a range of an hour to half years.