Road Map: Controlled Item Tracking

Use the Controlled Item Tracking (MLD) program to display transactions for serial and lot control numbers. See Background for more information.

Before you run this program each time

You should run these programs:

Adjustments

  • Material Issues and Adjustments (IMI) to adjust on-hand, issue inventory to a manufacturing order, scrap inventory, or move a warehouse/bin controlled item to another location.

Manufacturing Orders

  1. Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

OR

Requisition Maintenance (IRM) to create a requisition and release a manufacturing order.

OR

Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

OR

Planned Order Maintenance (MOP) to enter planned orders, and then Order Release Preparation (MPR) and Order Release Selection (MRR) to release the orders.

OR

Sales Order Maintenance (OE) to enter a sales order and generate a manufacturing order for:

    • A make-to-order item (the Item code field in the Enterprise Item Maintenance (IM) program that matches the Item code for immediate supply option in System Options Maintenance (XM) (Inventory Control Options))

    • A subassembly (the Item code field in the Enterprise Item Maintenance (IM) program for the item and its components matches the Subassembly release type option in System Options Maintenance (XM) (Manufacturing Options)

    • A configured product that requires assembly

    • An item you make is not in inventory, the order entry operator clicks Manufacture in manual obligation mode, and the Disable mfg order firewall option in System Options Maintenance (XM) (Manufacturing Options) is selected

  1. Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

OR

Material Usage Maintenance (MUA) to obligate and pick selected components and close a component short.

OR

Picking Confirmation (MPK) or Secured Picking (SMPK) to pick all required components, sets of components, or selected components.

Purchase Orders

  1. PO Maintenance (VOE) to enter a purchase order.

OR

Requisition Maintenance (IRM) to enter requisitions and release them to create purchase orders.

OR

Order Release Selection (MRR) to release purchase requisitions that were created by the planning system.

  1. Receiver Maintenance (IRC) to receive purchase orders if you are using direct-to-stock receiving.

AND conditionally

Receiving and Inspection (IRI) to enter inspection results for items that require inspection or to receive if you are using dock-to-stock receiving.

Sales Orders

  1. Sales Order Maintenance (OE) to enter a sales order.

  2. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

RMAs

  • RMA Maintenance (RMA) to enter an authorization for a customer to return material.

Transfers

  1. Branch Transfer Maintenance (ITM) to create branch transfers.

  2. Branch Transfer Confirmation (ITS) or Secured Confirmation (SITS) to create and confirm a transfer shipment.

    AND/OR

    Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Control Numbers Option) to define the format of serial and lot control numbers by branch or for the enterprise.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Output Device Maintenance (XDM) to set up the output devices that you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:  

  • Controlled Item Inquiry (MCHI) to display the history of transactions for a lot or serial number.

  • Material History Inquiry (MHI) to display all transactions that affect the inventory of an item.

  • Inventory Status Inquiry (ISQ) to display an item's current on-hand, on-order, intransit, committed, obligated, available, and in consignment quantities, sources of supply, types of demand, quantities of substitute items, or family components.

  • Material Scrap History Inquiry (MSHQ) to display a summary of the scrap history for an item.

  • Material Scrap Detail Inquiry (MSDQ) to display scrapped material detail.

  • Multi-Level Lot Tracing Inquiry (MLQ) to trace control numbers  through multiple levels of the bill of material by item.

  • Work Order Lot/Serial Trace (MOLQ) to trace control numbers based on a manufacturing order number.