Program: Unified Product Traceability Tracking

This program lets you select lot or serial transactions for the relevant transaction types allowed for critical traceability elements.

Exploring

This program is accessed from the Program List of the Syspro menu:

Program List > Quality Management > Unified Product Traceability > Transaction Processing

Solving

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Using

  1. In Setup Options define the following:

    • Unified product traceability as FSMA or ED-DPP (Setup Options > Configuration > Manufacturing > Quality Management)

    • Unified product traceability entries as the length of your retention period (Setup Options > History > Manufacturing > Quality Management)

  2. Enable the following fields within the Stock Code Maintenance program:

    • UPT required checkbox.

      Ensure the stock codes are traceable and/or serialized

  3. Use the following programs to define :and configure the required critical traceability elements and key data elements:

1. Transaction processing:

2. For UPT data that is no longer required, use the UPT Purge and Archive program to manage or remove data by archiving or purging it.

3. Use the report function to build and customize a report from the selected UPT data.

Referencing

Select this option to expand or collapse the review criteria panel.

Once you have defined the review criteria you wish to process, select this option to start the review.

If the traceability type selected is Lots, the lot transaction table is read according to the review criteria, and the transactions review listview is populated with these transactions.

If the traceability type selected is Serials, the serial transaction table is read according to the review criteria, and the transactions review listview is populated with these transactions.

Use this option to copy the transactions review listview as an image.

Use this option to export the transactions review listview data to a file.

Use this option to filter the transactions review listview.

Use this option to access additional transactions review listview options.

Select a row and use this option to capture the UPT data for the transaction. When more than one critical traceability element is associated with the transaction type, a listview is loaded with the critical traceability elements to select.

Field Description
Traceability Type

Select whether you want to review lot or serial transactions.
Transaction Types

Select the transaction types to include in the review. The transaction types available are those allowed for critical traceability elements.
Stock Code Selections

Select the stock codes to include in the review.
Warehouse Selections

Select the warehouses to include in the review.
Lot Selection

Select the lots to include in the review. This is only applicable if the traceability type selected is Lots.
Serial Selection

Select the serials to include in the review. This is only applicable if the traceability type selected is Serials.
Transaction Date Selection

Select the transaction date range to include in the review.
Job Selection

Select the jobs to include in the review.
Purchase Order Selection

Select the purchase orders to include in the review.
Sales Order Selection

Select the sales orders to include in the review.

The transactions review listview has the following columns, most of which are derived from the lot/serial transaction table. The UPT data captured and UPT data archived columns are the only columns not sourced from that table.

Field Description
Stock Code

This displays the stock code of the transaction.
Lot

This displays the lot number of the transaction. This is only applicable if the traceability type selected is Lots.
Serial

This displays the serial number of the transaction. This is only applicable if the traceability type selected is Serials.
Transaction Type

This displays the transaction type of the transaction.
Transaction Date

This displays the date of the transaction.
Warehouse

This displays the warehouse of the transaction.
Bin

This displays the bin of the transaction.
Quantity

This displays the quantity of the transaction.
Reference

This displays the reference of the transaction.
Notation

This displays the notation captured for the transaction.
Job

This displays the job associated with the transaction, if applicable.
Purchase Order

This displays the purchase order associated with the transaction, if applicable.
Purchase Order Line

This displays the purchase order line associated with the transaction, if applicable.
Supplier

This displays the supplier associated with the transaction, if applicable.
Certificate

This displays the certificate associated with the transaction, if applicable.
Customer

This displays the customer associated with the transaction, if applicable.
Invoice

This displays the invoice associated with the transaction, if applicable.
Sales Order

This displays the sales order associated with the transaction, if applicable.
Sales Order Line

This displays the sales order line associated with the transaction, if applicable.
Dispatch Note

This displays the dispatch note associated with the transaction, if applicable.
Narration

This displays the narration captured for the transaction.
UPT Data Captured

This indicates whether UPT data capturing has occurred for the transaction, displaying Yes or No. A Yes does not mean that data capturing is complete, as more than one critical traceability element can be required against a lot or serial transaction.
UPT Data Archived

This indicates whether UPT data has already been archived for the transaction, displaying Yes or No. A Yes means that maintenance cannot occur against the archived UPT data. When more than one critical traceability element is associated with the transaction, this column is indicated with a Yes when at least one set of UPT data entries has been archived, even if not all critical traceability elements have been archived.

When more than one critical traceability element is associated with the selected transaction, this listview is loaded with the critical traceability elements to select from.

Field Description
Traceability Element

This displays the critical traceability element associated with the transaction.
UPT Data Captured

This indicates whether UPT data capturing has occurred for the transaction against this critical traceability element, displaying Yes or No. A Yes does not mean that data capturing is complete.
UPT Data Archived

This indicates whether UPT data has already been archived for the transaction against this critical traceability element, displaying Yes or No.