FAQ – Part register
Traceability Traceability in Monitor ERP is all about being able to trace a specific serial number or a batch in each step it is being processed, as of when a part or a material arrives with you from a supplier. Traceability is also about stating what is withdrawn from and what is added to stock, so it is then possible to trace from customer order, via manufacturing order to purchase order. But it is also about being able to trace the other way around; from purchase order via manufacturing order to customer order. is all about being able to trace a specific serial number or a batch in each step it is being processed, as of when a part or a material arrived to you from a supplier. Traceability is also about stating what is withdrawn from and what is added to stock, so it is then possible to trace from customer order, via manufacturing order to purchase order. But it is also about being able to trace the other way around; from purchase order via manufacturing order to customer order. You should be able to make such tracking regardless of the level in the process. To make the traceability work, there are also requirements regarding how to label/mark and document in all steps of the process.
The purpose of traceability is in the end to minimize the number of products which must be recalled if a nonconformity should occur. This is done by having a secure and detailed traceability through all levels of the processing.
There are two different levels of traceability in Monitor ERP. This is traceability at batch level and traceability at serial number level.
You can read more about traceability here.
Traceability is activated under the Stock tab in the Part register procedure. By clicking the button next to the Traceability field, you are able to select the level of traceability; by batch or serial number.
There are three different ways to apply traceability for parts, as described below.
- Batch A batch is the set of components/products manufactured at the same time and made from the same original material. – This can be configured both for manufactured and purchased parts. When arrival reporting to location you enter a batch number for the location to which the arrival should be made. Once batch traceability has been activated you can also activate the setting Apply best-before date. It will then become mandatory to select a best-before date when you create the batch, for example at arrival reporting.
- Serial number A serial number is a number that is used for traceability for parts on entity level. – This can be configured both for manufactured and purchased parts. For manufactured parts the serial number is loaded from the number series when the manufacturing order is created. For purchased parts the serial number is entered at the arrival reporting. When arrival reporting to location you add a serial number for the location to where the arrival is made. The arrival reporting is made per entity and location.
- Serial number (only withdrawal) – This option can only be selected for purchased parts. It is used for material which should be possible to trace and which is included in manufactured parts with the option Serial number set as traceability. The serial number for the included material is created when it is tied to the manufactured part's serial number during the actual reporting. This means that the serial number is not registered to a location in the warehouse/stock, but only in the serial number register.
If there is a part balance when you activate the traceability as Batch or Serial number you will be shown a warning about there being a balance missing a serial number/batch number. This should then be fixed by adding the serial number/batch number to existing locations and balances in the Stock count procedure.
If the part balance is negative then it is not possible to activate traceability. It is also not possible to activate traceability of the Serial number type for a part if the part is included as material in an active manufacturing order.
Parts with traceability must be stock updated. This means that parts of the type Fictitious or Service never are traceable.
Requirements planning is used in order to identify parts for which a shortage is expected. The system calculates order suggestions containing quantity and time/dates. If you want the results of your requirements planning to be reliable and the manufacturing work to be effective, there are certain prerequisites that must be fulfilled. These prerequisites actually relate to how you manage your system in general. It is not the choice of planning method that is most important when determining how well the requirement planning turns out, but instead it depends on how reliable and complete the information is in the different registers.
You can read more about Prerequisites for effective and reliable requirements planning here.
The configurator can be used for different needs depending on the field of operation and work method:
- Sales – Makes it easy to define different product variants when making quotes and orders, and you can see straight away which configurations are possible to create and what they will cost. The Product configurator can with advantage be combined with a web solution to present a user-friendly interface to e.g. salesmen or customers. This way you provide an improved accessibility.
- Production – Manufacture the right product variant with correct operation and material contents. This provides easy management of variants from each separate order, directly generated from the customer order. Pre-calculations, structure lists, check delivery times, and corresponding structure management are made for any configuration. Many different product variants based on a minimal range of parts.
- Purchase – Configurate purchased parts on a customer order and automatically create purchase order with information about the variant you wish to purchase. For purchased parts (included in a configured manufacturing order) you can easily create linked purchases with configured information to the supplier.
- Aftermarket – Enables detailed follow-ups and traceability of each product variant. With an integrated serial number register, the information about each sold (specific) product is managed via a unique serial number. This facilitates management and provision of spare parts, warranty commitment, and maintenance of each specific product variant.
You can read more about Product configurator here.
No, that is not possible. It is not possible to add or delete a part status.
You need to add the units to Part register and then change the default unit to one of the units you have just added to be able to remove the current unit.
New units can be added under the Units tab in the Basic data With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – Attendance procedure.
If you uncheck Exclude balance under the Stock tab in Part register, that balance will not be included in the net requirement calculation.
Yes, you can do this in systems with the Agent option. You are able to create a monitoring task which sends a message to a user when a certain part has been arrival reported or when something else happens.
You can do this via the Delete parts procedure, but the part will be deleted if it is deletable. If the part is not deletable, you can deactivate it instead. You can deactivate or delete individual parts in the Part register.
If you need to reactivate parts, you can do so in the list type Reactivate inactive parts in the Delete parts procedure.
The employee number entered in the Administrator field is not a Planner/Production engineer. Change the employee number to an employee number that is a Planner/Production engineer or add the user as a Planner/Production engineer under the General tab in the Personnel records – General procedure.