Conquering Serialized Inventory Management Serialized Inventory Item Attributes
Conquering Serialized Inventory Management Serialized Inventory, Item Attributes and Quality Control Guido Van den Broeck Director, Product management, QAD | Building the Effective Enterprise
Serialized Inventory, Item Attributes and Quality Control Safe Harbor Statement The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD. | Building the Effective Enterprise 2
Serialized Inventory, Item Attributes and Quality Control | Building the Effective Enterprise 3
Serialized Inventory, Item Attributes and Quality Control Presentation Agenda ■ ■ ■ Session overview Business challenges Overview solutions Product roadmap Summary Questions | Building the Effective Enterprise 4
Serialized Inventory, Item Attributes and Quality Control Session Overview ■ Serialized inventory, item attributes , quality control, track & trace ■ Helps you building the Effective Enterprise by: § Simplifying meeting regulatory requirements and customer mandates § Simplifying receiving, storage, shipment and handling of materials | Building the Effective Enterprise 5
Serialized Inventory, Item Attributes and Quality Control Business challenges & How QAD can help you become a more effective enterprise? | Building the Effective Enterprise
Serialized Inventory, Item Attributes and Quality Control Business Challenges ■ ■ ■ ■ Combat counterfeiting Manage recalls Enhanced ways to identify items Produce & record unique characteristics as quality test results (inspections) Ensure regulatory compliance Meet unique customer requirements Improve warehouse efficiency Increase Inventory accuracy | Building the Effective Enterprise 7
Serialized Inventory, Item Attributes and Quality Control Key Roles for Inventory & Quality Control Inventory Management • Warehouse Manager • Warehouse Supervisor • Material Handler Receipt Storage Raw Materials Shop Floor Storage Finished Goods Inspect Production Operations • Production Manager • Production Controller • Production Supervisor • Shop Floor Operator Quality ■ Quality Assurance Mgr ■ Quality Engineer | Building the Effective Enterprise WIP Inspect WIP Rework/ Scrap/ Reject Dispatch Encapsulation Formula Definition Raw Material Quality Control Weighing Blending Tabletting Quality Assurance Packaging Shipping Tablet Coating 8
Serialized Inventory, Item Attributes and Quality Control Day in Life Material Handler ■ ■ ■ ■ ■ | Building the Effective Enterprise Unloading Match & receive Transfer / put-away Picking Packaging & labeling Weighing / shipment data Loading / dispatch shipments Cycle counting Account for all material handling 9
Serialized Inventory, Item Attributes and Quality Control Day in Life Shop Floor Operator ■ ■ ■ | Building the Effective Enterprise Set up machines, tooling Inspect & monitor machines Record production activity Product quality control Packaging end-of-line Move materials 10
Serialized Inventory, Item Attributes and Quality Control Day in Life Quality Engineer ■ Monitor changes in BOM / engineering data ■ Write/update test/inspection Procedures ■ Perform tests/inspections ■ Document results of testing and inspections ■ Root cause / track & trace ■ Recommend corrective actions | Building the Effective Enterprise 11
Serialized Inventory, Item Attributes and Quality Control Day in Life Quality Assurance Manager ■ Establish standards / procedures for quality & safety ■ Ensures meeting organizational and regulatory standards for its industry niche ■ Implement process controls and testing procedures ■ Supervises vendor-supplied goods ■ Supervises sampling/testing ■ Quality audits ■ Oversees recalls / customer complaints | Building the Effective Enterprise 12
Serialized Inventory, Item Attributes and Quality Control Serialized Inventory Management (Packaging, License Plate, Labels, Serialized Item Units, API, Rx. ASN) | Building the Effective Enterprise 13
Serialized Inventory, Item Attributes and Quality Control Serialization – Product Overview ■ New/enhanced Functionality § § § Packaging Serialized data Serialized inventory Label printing services Communication and integration ■ Foundations § SI API’s for all key inventory transactions | Building the Effective Enterprise 14
Serialized Inventory, Item Attributes and Quality Control Packaging Data / Serial ID | Building the Effective Enterprise 15
Serialized Inventory, Item Attributes and Quality Control Serialized Inventory – License Plate Nbr | Building the Effective Enterprise 16
Serialized Inventory, Item Attributes and Quality Control Serialized Inventory – Serialized Item Units | Building the Effective Enterprise 17
Serialized Inventory, Item Attributes and Quality Control Label Printing Services • Setup printers for label printing • Print barcode labels directly from key transactions • Label design using 3 rd party software (label template) • Label format definitions • Generate file with fixed and variable data according to label format • Connect to hardware via different communication protocols | Building the Effective Enterprise 18
Serialized Inventory, Item Attributes and Quality Control Communication/Integration ■ SI API’s ■ Q-Docs (QAD QXtend) ■ Serialization logic integrated in API’s ■ Outbound ASN (Rx. ASN) ■ Reporting serialization data | Building the Effective Enterprise 19
Serialized Inventory, Item Attributes and Quality Control Item Attributes, Quality Control (Item Profiles, Test Specifications, Test Results, Co. A) | Building the Effective Enterprise 20
Serialized Inventory, Item Attributes and Quality Control Item Attributes - Product Overview ■ Maintain information to support the inventory, supply, and demand items § Manage and communicate item data § Maintain item and lot specifications § Qualify and control items by lot attributes − Validate inbound & production receipts − Select & validate goods to issue −Specifications at partner / order level to qualify materials ■ Full Track & trace with lot attributes | Building the Effective Enterprise 21
Serialized Inventory, Item Attributes and Quality Control Item Profile Example Item Profile Parameters Profile Attributes Attribute Details | Building the Effective Enterprise 22
Serialized Inventory, Item Attributes and Quality Control Item Attributes and Purchasing | Building the Effective Enterprise 23
Serialized Inventory, Item Attributes and Quality Control Lot Attribute Order Lot Attribute Specifications and Values | Building the Effective Enterprise 24
Serialized Inventory, Item Attributes and Quality Control Item Lot Attributes Item Lots Lot Attributes Item Lot Attribute History | Building the Effective Enterprise 25
Serialized Inventory, Item Attributes and Quality Control - Product Overview ■ Framework for controlling, tracking, tracing product quality that streamlines inspection for material handling and shop floor activities § Test specifications − Items and inventory − Items and routing operations § Quality and test records − Quality orders with test records − Production order test records − Quality order/events automation | Building the Effective Enterprise 26
Serialized Inventory, Item Attributes and Quality Control Product Overview ■ Extends quality data to enterprise operations § Can update item lot and sub-lot attribute values § Traceability with attributes § Certificate of Analysis | Building the Effective Enterprise 27
Serialized Inventory, Item Attributes and Quality Control Test Specification Attributes Specification Details | Building the Effective Enterprise 28
Serialized Inventory, Item Attributes and Quality Control and Production | Building the Effective Enterprise 29
Serialized Inventory, Item Attributes and Quality Control Quality Order Attributes Quality Order Attribute Specifications and Values | Building the Effective Enterprise 30
Serialized Inventory, Item Attributes and Quality Control Production Operation Test Records Order and Operation Test Records Test Record Attributes | Building the Effective Enterprise 31
Serialized Inventory, Item Attributes and Quality Control Track & Trace (Serialized Inventory, Lot attributes and test results) | Building the Effective Enterprise 32
Serialized Inventory, Item Attributes and Quality Control Traceability in QAD Enterprise Applications ■ Current § § Lot/Serial control WIP lot tracking Installed base recording (SSM) Device history recording ■ New § Serialization, Track & Trace § Item Attributes & Test Results § Lot Track & Trace | Building the Effective Enterprise
Serialized Inventory, Item Attributes and Quality Control Track & Trace – Product Overview ■ Serialization § Track & trace lot ID AND serial ID § License plates for multi-levels § Serial ID stages ■ Item attributes and test results § Lot attribute track and trace § Certificate of analysis § E-records / e-signatures ■ Lot track and trace § Backward / forward lot traceability | Building the Effective Enterprise
Serialized Inventory, Item Attributes and Quality Control Serialized Inventory History | Building the Effective Enterprise 35
Serialized Inventory, Item Attributes and Quality Control Lot Trace Workbench ■ Single access point § Backward & Forward § Current inventory and historical data ■ Analysis enabled user interface § § § Flexible and extended list of search criteria Extended list of relevant information Trace within a trace Drill down capabilities Data extraction Saved search trails | Building the Effective Enterprise
Serialized Inventory, Item Attributes and Quality Control Lot Trace Workbench | Building the Effective Enterprise 37
Tools to Streamline Your Manufacturing and Supply Chain Processes Manufacturing Product Direction Serialization, SI APIs, Label Printing Service, Attributes, Quality Control, Lot Trace Workbench Early Adopters | Building the Effective Enterprise Future EE Releases 38
Serialized Inventory, Item Attributes and Quality Control Summary | Building the Effective Enterprise 39
Serialized Inventory, Item Attributes and Quality Control Summary ■ QAD SAQ / LTWB will assist you becoming an Effective Enterprises by: § Supporting industry/government regulations § Simplifying tracking and tracing § Eliminating manual processes for managing extended or unique item attributes by lot § Streamlining receiving, inventory storage, shipment and handling of materials using LPN techniques | Building the Effective Enterprise 40
Serialized Inventory, Item Attributes and Quality Control Summary ■ QAD SAQ / LTWB key building blocks: § § § Packaging, label printing & license plate Serialized inventory at item unit level Integration (API’s) & communication Item / lot attributes QC: Test specifications and capture test results Improved ways to track & trace inventory | Building the Effective Enterprise 41
Serialized Inventory, Item Attributes and Quality Control Summary ■ QAD SAQ is highly configurable and delivers benefits for all QAD supported markets ■ QAD SAQ will be fully integrated and part of QAD unified bundle for EE ■ QAD SAQ is currently in Early Adopter phase | Building the Effective Enterprise 42
Serialized Inventory, Item Attributes and Quality Control Next Steps While at Explore ■ Attend these related sessions (or watch the replay): § Tools to Streamline Your Manufacturing and Supply Chain Processes, Joseph Phelan § Is Enterprise Edition Right for You? , Romeo Sequiera § The Benefits of Automating the Quality Management System in Life Sciences, Dave Medina ■ Stop by the Solutions Expo § Demo Sessions & opportunity for individual talks | Building the Effective Enterprise 43
Serialized Inventory, Item Attributes and Quality Control Questions & Answers ■ Guido Van den Broeck gvb@qad. com | Building the Effective Enterprise 44
Serialized Inventory, Item Attributes and Quality Control www. qad. com ©QAD Inc. 2013 | Building the Effective Enterprise 45
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