Example of Using Lot Trace Workbench

Example: A supplier alerts their customers of a recall involving one of their products. The customer receives the part number and lot number that must be recalled and sent back to the supplier. In this example, you:

• Find out if there were any shipments sent to customers that used the product that is part of the recall.

• Search existing inventory so that you can return the product that is part of the recall.

• Find how the product was produced and view the components issued to the work orders.

• Trace forward to view the total impact (view how many other work orders used this item).

1 With the information given to you from the supplier, you must choose to perform a backward or forward trace.

• Forward. Explore downstream processes forward to the final destination of goods.

In this example, you are searching for any inventory, either in stock or in WIP, and any shipments that are affected by the recall. Because the supplier gave you the item number and lot number of the recalled product, you will perform a forward trace to determine the final destinations of this product.

2 In this example, you have the following information regarding the recall:

To find any inventory, either in stock or in WIP, and any shipments that are affected by the recall, perform a forward trace on the Lot/Serial number that was given.

3 To view all levels in the Trace Panel, click Expand All, or right-click on the first level and select Expand.

4 The lot trace results show the following information:

• Sodium Bicarbonate (Item 80124 / Lot P1010048-300) was used to produce the Hydration E Tablet (Item 70110 /Lot/Serial 70110-110).

• The Hydration E Tablet (Lot/Serial 70110-110) was then used to produce Hydration Essentials 50 (Item 05010 / Lot/Serial LT-08162017-100 and LT-08162017-200).

The forward trace also shows that the Hydration Essentials 50 (Lot/Serial LT-08162017-100) was shipped to 3 different customers.

• Genese Produtos Farmaceuticos Ltda received Qty 100 on Sales Order 2441089

Because these orders used the lot of Sodium Bicarbonate that needs to be recalled, you must now contact the customers and alert them to send the product back to your warehouse as part of the recall.

5 The forward trace that was performed on the lot/serial for the recalled product also shows how much of that product is still in inventory.

If you select the top level for Sodium Bicarbonate (Item 80124 / Lot P1010048-300) and then select the Lot Availability tab, you will see that there is 981 kg of the product in site 10-500 (Location 020) that will need to be quarantined and sent back to the supplier.

6 When you select the level for the Hydration E Tablet (Lot/Serial 70110-110), the Lot Availability tab shows that there is a qty of 79.5 kg. in Site 10-500 (Location 010) that will need to be quarantined and possibly scrapped.

Each level 6 for the Hydration E Tablet (Item 70110) displays the work order numbers that the recalled product was issued to so that you can quarantine any products that are currently in WIP.

7 When you select the levels for the Hydration Essentials 50 (Item 05010 / Lot/Serial LT-08162017-100 and LT-08162017-200), the Lot Availability tab shows that there is a qty of 500 for Lot/Serial LT-08162017-100 and a qty of 800 for Lot/Serial LT-08162017-200. Both quantities are in Site 10-500 (Location 010) and will need to be quarantined and possibly scrapped.

Using Lot Trace Workbench and the information given to you by the supplier, you were able to successfully trace and locate all inventory and shipments that were affected by the recall.