Work in Progress > WIP Tracking > Component to Parent Tracking Query

Component to Parent Tracking Query

You use this program to trace a serial or lot from the time it was purchased or manufactured, through to its issue to a job. This enables you to establish the parent item in which the component was used and to track the serial or lot number of the component back to the parent item.

Toolbar and menu

Field Description
Function  
Change Stock Code/Wh Select this to change your tracking selections.
Tracking option  
Serials Select this to trace a serialized component back to the parent part to which it was issued.
Lots Select this to trace a lot traceable component back to the parent part to which it was issued.
Warehouse Enter the warehouse from which the component was issued to the job for parent part.
Non stocked Select this to trace lot information for a non-stocked item.

When you select this option, the Warehouse field is disabled.

This option only applies when the Lots option is selected from the Tracking option.
Stock code Enter the stock code for the component you want to trace.
Serial number Enter the serial number of the component you want to trace.

This option is only enabled when you select Serials at the Tracking option.
Lot number Enter the lot number from which the component was issued to the job for the parent part.

This field is only enabled when you select Lots at the Tracking option.

Serial Tracking

The information for the component is displayed in this pane in a Tracking treeview and a Serial information listview. The information displayed in the listview is dependent on the node you select in the treeview.

Tracking

The following nodes are displayed in the Tracking treeview:

Column Description
Root node - displays the component serial number.

When selected, the information is displayed in the Serial Information listview.

  • Description

    This column displays the description of the component

  • Type

    This column displays the serial tracking method defined against the component. This is displayed as either Batch or Manual.
Receipts - relates to receipt transactions for the component.

When selected, the information is displayed in the Receipts for Serial listview if you are using Actual costing for batch serialized items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the receipt was processed.

  • FIFO bucket

    This indicates the FIFO bucket into which the receipt was processed
Issues - relates to issues of the component to jobs.

When selected, the information is displayed in the Issues for Serial listview if you are using Actual costing for batch serialized items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the issue was processed.

    This only applies

  • FIFO bucket

    This indicates the FIFO bucket from which the issue was processed
Sales - relates to sales transactions for the component.

When selected, the information is displayed in the Sales for Serial listview if you are using Actual costing for batch serialized items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the sale was processed.

  • FIFO bucket

    This indicates the FIFO bucket from which the sale was processed
Tracked to Job - relates to the job to which the component was issued to manufacture the parent part.

All jobs to which the component was issued are displayed.

When selected, the information is displayed in the Parent Tracking Details for Component Serial listview.

For each job, the details of the parent serial are displayed. For each parent serial, you can view you details of Receipts, Issues and Sales.

Lot Tracking

The information for the component is displayed in a Tracking pane treeview and a Lot Information listview. The information displayed in the listview is dependent on the node you select in the treeview.

Tracking

The following nodes are displayed in the Tracking treeview:

Column Description
Root node - displays the component lot number. When selected, the information is displayed in the Lot Information listview.
Bin - relates to the component bin of the component lot.

This node is only displayed if you selected the setup option:Multiple bins (Inventory Setup).

When selected, the information is displayed in the Lot Information listview.
Receipts - relates to receipt transactions for the component lot.

When selected, the following information is displayed in the Receipts for Lot listview if you are using Actual costing for lot traceable items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the receipt was processed.

  • FIFO bucket

    This indicates the FIFO bucket into which the receipt was processed
Issues - relates to issues of the component lot to jobs.

When selected, the information is displayed in the Issues for Lot listview if you are using Actual costing for lot traceable items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the issue was processed.

  • FIFO bucket

    This indicates the FIFO bucket from which the issue was processed
Sales - relates to sales transactions for the component lot.

When selected, the information is displayed in the Sales for Lot listview if you are using Actual costing for lot traceable items (Inventory Setup):

  • Actual cost

    This indicates the actual cost at which the sale was processed.

  • FIFO bucket

    This indicates the FIFO bucket from which the sale was processed
Tracked to Job - relates to the job to which the component lot was issued to manufacture the parent part.

All jobs to which the component was issued are displayed.

When selected, the information is displayed in the Parent Tracking Details for Component Lot listview.

For each job, the details of the parent lot are displayed. For each parent lot, you can view you details of Receipts, Issues and Sales.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.