Product Traceability Setup Tasks

The ability to trace a raw material from the moment it is delivered until the products it is used in have been shipped is a tool that can save an incredible amount of time, energy, and stress. Be able to do mock (as well as real) recalls in seconds by setting up your system for Product Traceability. To get set up, simply follow the links step by step under the heading of your production method. 

 It is important to note that you will need to have purchasing set up in your system to have Product Traceability. To set up your purchasing in the system, follow this task list: Purchasing Setup Tasks

Once you are done setting up purchasing, you can begin the appropriate task list below.

Task list for Enter Production:

1. Create a Purchase Order
2. Receive a Purchase Order
3. Enter Production
   
   • (Assumes First In First Out)
4. Generate Route Delivery Slips
5. Post Route Delivery Slips
   • (Assumes First In First Out)
6. Product Traceability
7. Product Recalls

Task list for Schedule Production:

1. Create a Purchase Order
2. Receive a Purchase Order
3. Schedule Production
4. Print Work Orders
   • (Fill in the Traceability information on the Work Order, you need it for step 4!)
5. Update Raw Material Allocation on Consumed Production Item
6. Record Actual Yields
7. Close a Scheduled Production Item
8. Ship the Sales Order using the Picklist
9. Product Traceability
10. Product Recalls