Serialization, Track & Trace
Nicole Groves – Business Analyst Manager
West Coast User Group, 2/11/2013
QAD Serialization, Track & Trace
Agenda
• Solution Overview
• QAD Serialization, Track & Trace and The
Effective Enterprise
• Business Challenges
• Business Scenario Coverage
• Solution Building Blocks
• Value Summary & Metrics Impact
• Availability & Release Support
• Q&A
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QAD Serialization, Track & Trace
Solution Overview
• New capabilities to augment traceability in
QAD Enterprise Applications
- Serialization, Track & Trace
- Provides a framework for tracking & tracing:
• item serial numbers and/or
• license plated packs
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QAD Serialization, Track & Trace
Solution Overview
• Traceability in QAD Enterprise Applications
- Lot/Serial Control
• In core QAD Enterprise Applications
- WIP lot tracking
• In Manufacturing
- Installed Base Recording
• In Service & Support Management
- Device History Recording
• In core QAD Enterprise Applications
- NEW – Serialization, Track & Trace
• In core QAD Enterprise Applications
QAD Serialization, Track & Trace
What is Item Serialization?
• A Unique Identification Number
QAD Serialization, Track & Trace
What is License Plate Inventory?
• Packaged Inventory using a unique ID
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QAD Serialization, Track & Trace
The Effective Enterprise
• QAD Serialization, Track & Trace assists the
Effective Enterprise by:
- Simplifying meeting regulatory requirements or
customer mandates
- Streamlining material handling using LPN
- Providing efficient recall or adverse events
management
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QAD Serialization, Track & Trace
Business Challenges
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QAD Serialization, Track & Trace
Business Challenges
• Counterfeit product
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QAD Serialization, Track & Trace
Business Challenges
• Recall management
• Inventory track & trace
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QAD Serialization, Track & Trace
Business Challenges
• Regulatory compliance
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QAD Serialization, Track & Trace
Business Challenges
• Warehouse efficiency
• Inventory accuracy
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QAD Serialization, Track & Trace
Business Challenges
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Counterfeit product
Recall management
Inventory track k& trace
Regulatory compliance
Warehouse efficiency
Inventory accuracy
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QAD Serialization, Track & Trace
QAD Solution Business Scenario Coverage
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QAD Serialization, Track & Trace
Solution Impact
Receiving
Production
Shipment
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QAD Serialization, Track & Trace
QAD Solution
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QAD Serialization, Track & Trace
The Building Blocks
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Packaging
Serialized data management
Serialized inventory management
Label printing service
Communication and integration
Backward / Forward lot track & trace
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QAD Serialization, Track & Trace
Building Block #1 - Packaging
Unit Serialization (Lot 123)
• Each saleable unit is assigned a
unique identifier
Case Serialization (Lot 123,
24 units per case)
Pallet Serialization (Lot #
123, 128 cases per pallet)
• Units packed into cases. Each
case is assigned a unique
identifier and each unit (child)
is associated with the case
(parent)
• Cases packed onto pallets.
Each pallet is assigned a
unique identifier and each
case (child) is associated with
the pallet (parent)
QAD Serialization, Track & Trace
Packaging Master Data
• Packaging types
• Packaging structures
• Default packaging
structures per item per
origin/destination
• Label Formats
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QAD Serialization, Track & Trace
Building Block #2 – Serialized Data
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Multiple serial ID formats (GS1, SSCC, SGTIN)
Customer regulated serial ID ranges
Multi-level aggregation serial IDs
Identify inventory by serial IDs and Lot IDs
Track & trace throughout life cycle serial IDs
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QAD Serialization, Track & Trace
Building Block #3 – Serialized Inventory
Warehouse / Distribution
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QAD Serialization, Track & Trace
QAD - Serialized Inventory Management
• Lot control segregated
from serial control
• Aggregation serialized
packs
• Integrated with inventory
transactions (Native API’s)
• Packaging transactions
(build, remove, repack…)
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QAD Serialization, Track & Trace
Building Block #4 – Label Printing Service
• Setup printers for label printing
2D Matrix
• Print barcode labels directly from key
transactions
• Label design using 3rd party software
(label template)
Linear
• Label format definitions
• Generate file with fixed and variable data
according to label format
• Connect to hardware via different
communication protocols
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QAD Serialization, Track & Trace
Building Block # 5: Communication/Integration
• Native API’s
• Q-Docs (QAD
QXtend)
• Serialization logic
integrated in API’s
for inventory
transactions
• Outbound ASN
support serialized
packs / items(RxASN)
• Reporting
Serialization Data
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QAD Serialization, Track & Trace
Business Flow Example – Item Serialization
Receive sales
order
Pack goods
Load packs in
truck
Receive
authorized ID
ranges
Pick goods
Confirm
shipments
Work order
preparations
Pack move to
warehouse
RxASN
Work order
execution
Pack receipt
by WO
Serial
reporting
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QAD Serialization, Track & Trace
Building Block # 6: Backward/Forward Lot
Track & Trace
• Lot Trace Workbench
- Single access point to
current lot-controlled
inventory and
historical data
- Backward & forward
tracing
• Extended list of
relevant information
• Drill down capabilities
• Ability to extract data
for further analysis
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QAD Serialization, Track & Trace
Lot Trace – Backward (Supplier Data)
• Drill down from finished goods backwards across all product
structure levels to verify what materials have been used.
• View transactional data related to a specific finished product,
the components issued, and the related purchased product.
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QAD Serialization, Track & Trace
Lot Trace – Forward (Customer Data)
• Analyze stock position at each item level and access and
export detailed transaction history data.
• Analyze to which customers goods have been shipped to
take appropriate and targeted actions.
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QAD Serialization, Track & Trace
Summarized Value Proposition
• Integrated, with all key business processes
• Multi-level license plate packaging
- integrated with item serialization and inventory
transactions
• Supports regulatory compliance
- All Industries
• Lot and serial product genealogy
- Trace what went into any lot/item
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QAD Serialization, Track & Trace
Key Metrics Affected
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Inventory accuracy
Warehouse efficiency
Delivered In-Full On-Time
Quality
Regulatory Compliance
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QAD Serialization, Track & Trace
Availability & Release Support
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Compatible with 2012.1 EE
Delivered as add-on package
Part of QAD Unified Bundle
Early Adopter release
Questions?
Building the
Effective Enterprise
Join us in San Antonio, TX
May 6-9, 2013
Early Bird Ends Soon!
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QAD Serialization, Track & Trace
For More Information
• Nicole Groves – Business Analyst Manager R&D
Mfg
- E-mail ncg@qad.com
- Phone +1 805 565 4351
• Guido Van Den Broeck – Sr. Product Manager,
R&D MFG
- E-mail: gvb@qad.com
- Phone: +34 93 327 2052
• Carianne Nieuwstraten– Sr. Product Manager,
R&D MFG
- E-mail: czn@qad.com
- Phone: +1 503 236 0025
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QAD Serialization, Track & Trace
For More Information
• Vertical Directors
- Riya Cao, Life Sciences
- Hank Canitz, FICE
- Terry Onica, Automotive
• Vice President Life Sciences
- Dave Medina
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