Traceability Settings

In this section, you will find configuration options to set up and customize product tracking and registration. You have the option to Trace By Lot and or Trace By Serial.

Tips

• By default, the Trace By Lot option will be set to Yes and cannot be edited.

• The Initial Number cannot be edited if the Automatic option is set to No or if it has already been utilized in the system.

Number Configuration

Notes

• Lot Number Configuration shows the same behaviours as Serial Number Configuration.

• The lot number configuration has a maximum of 130 characters and for the serial number configuration 180 characters.

• In a single product, you can choose to have either a lot configuration, a serial configuration, or both.

To create a Serial Number Configuration, set Trace By Serial to Yes. This enables the Automatic Serial Number option, which must also be set to Yes, and the Serial Number Configuration will appear.

Clicking on the pencil icon will open the Serial Number Configuration window.

Tips

All fields with * are required to be filled.

Building A Number Configuration

Identifiers are types of lists with options to automatically generate a number.

Code Identifier

This identifier allows you to add alphanumeric characters. Choose the Code option, enter the desired value in Input Value, and then press the add icon .

Code Identifier Example

Date Identifier

This identifier allows you to add dates in the following formats.

• Short date (YYMM), for example: 2401 for January 2024.

  • YY: Represents the last two digits of the year.

  • MM: Represents the two digits of the month.

• Long date (YYMMDD), for example: 240101 for January 1, 2024.

  • YY: Represents the last two digits of the year.

  • MM: Represents the two digits of the month.

  • DD: Represents the two digits of the day.

• Short Julian date (CYYDDD), for example: 2124001 for January 1, 2024.

  • C: Century, typically a single digit.

  • YY: Represents the last two digits of the year within the century.

  • DDD: Represents the day of the year, ranging from 001 to 365 (or 366 in a leap year).

The dates that can be chosen are those defined in Lot Definition; these are the following:

• Lot Expiration Date

• Lot Manufacture Date (Manufacturing Date)

Select Date as the identifier, choose a date in the desired format, and press the add icon.

Date Identifier Example

Separator Identifier

This identifier provides the option to separate the configuration of the automatic number, if necessary.

Select the separator identifier, choose the desired value, and press the add icon.

Separator Identifier Example

Number Identifier

This identifier allows you to choose from various predefined number options, such as:

• Auto Increment Serial Number: This option represents to the Initial Serial Number field as defined in the Traceability Settings within the Product Definition.

• Location Number: This option represents the Number field defined in the Location Definition for the selected locality in Lot Definition.

• Lot Number: This option corresponds to the Number field defined in the Lot Definition. (This option does not appear in the lot configuration).

• Product Number: This option corresponds to the Number field defined in the Product Definition for the selected product in Lot Definition.

Select number as the identifier, choose an option, and press the add icon.

Number Identifier Example

Displaying The Number Configuration

After building the desired configuration, the result is presented as follows.

Example Serial Number Configuration Example

1. Sequence in how the number will be generated based on the identifiers.

2. Identifier name with its corresponding value.

3. Value that will be generated when the number is generated.

4. Icon to delete the identifier.

5. A draft of how the number would appear when generated automatically by the system.

After selecting the number configuration, click on the back button. The system will display the configuration from the product view.

Serial Number Configuration Example