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Lot Tracking for Recall Process
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Lot Tracking for Recall Process
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We want to develop a product recall process for our company’s main product, which we manufacture from a raw material. We manufacture green coffee beans to a roasted bean which sells bagged beans to coffee shops and the public. There are a number of steps inside of GP in which taking that product from raw to roasted to shipped occurs, and we want to be able to know as closely as possible where each roasted bag was sold.
I would like to know if it is possible to only use lot tracking for specific items in GP? Or is lot tracking either on or off for the whole system? Also, will the lot numbers follow a manufactured product throughout the purchasing (POP), manufacturing, sales (SOP via Sales Pad), and inventory modules?
Maybe you have come across a better alternative for tracking manufactured products that you would like to share?
Thank you for your help.
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Lisa Gancel
Accounting Lead
Batdorf & Bronson Coffee Roasters
Olympia WA
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Good Morning Lisa,
I hope you are enjoying your holiday season. To get to your issue, it is possible to setup lot tracking for individual inventory items in GP. This is set on the Options screen of the Item Maintenance window (See the attached screenshot). In the track field select, Lot Numbers. Whenever you add a new iteration of the item to inventory, GP will have you enter a lot for it.
You are able to drill down to check the component lots that go into Finished Goods and onto sales orders, etc. You can get pretty detailed with the setup of lots, included expiration dates. Please let me know if you have any questions.
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Tim Higgins
RSM US LLP
Baltimore, MD
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Lisa,
See the below thread for more information on creating lots for existing item numbers. Thanks!
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Tim Higgins
RSM US LLP
Baltimore, MD
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Lot tracking is a pretty good way to do what you want.
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Gerald Clement MBA
Dynamics GP 1993, Dexterity 1995
Computer Productivity Services Inc.
cps@cpsinc.ca
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Lisa,
Just adding on with respect to Manufacturing. Yes this is the ideal method to handle everything you want/need. Cradle to grave lot traceability. As previously noted if you enable the raw beans to be lot tracked, then upon receiving against a PO you will be prompted to enter the Lot Number. Next when using these beans in the manufacturing process you will be prompted for the lot number of the beans you are using. When receiving the finished good from mfg into inventory you will want the finished good to be lot tracked, this way the beans used in the process can be traced to the finished or sub assembly from the manufacturing process. When you then sell your finished/packaged beans (these also need to be lot tracked) you will then enter the lot number of the items being sold.
There are some features in manufacturing that you should confirm, for example do you want to mix lot numbers of the same raw bean in the manufacturing process? If not there is a flag on the BOM called ‘Single Lot’ and you will want to checkmark this. What this does is prevents you from mixing 2 different bean lots in your manufacturing process. The theory here is that if you had to recall bean LotA only you could track that to the finished goods that consumed LotA in the manufacturing process. However if you mix lots in production so now you have a batch of roasted beans that used the last bit of LotA beans and then LotB beans you will now also need to do a recall on these manufactured items.
A normal process such as yours would be something like this: MO to Roast the Beans, MO to Package the Roasted Beans. The reason for the 2 separate MO’s is that you may package the roasted beans as: Whole Bean in 1lb, 5lb, 10lb packages along with Ground Beans in similar increments. So if you haven’t separated the Roasting process from the packaging process you will likely want to do that as well.
Not sure who your partner is but they hopefully are well versed in mfg to assist with these items.
Hope this helps,
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Wally Dodds
Dorado Solutions
West Chester PA
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WOW!! Thank you so much for your details and information. I truly didn’t think anyone used the lot tracking since our partner has unspokenly shied us away from it. I will mull through the details provided and will most certainly ask for help as I get stuck.
Again, thank you for your help.
Lisa Gancel
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Lisa Gancel
Accounting Lead
Batdorf & Bronson Coffee Roasters
Olympia WA
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It all depends on how complicated your lot assignment process is. We have been using lot tracking for ten years and there are things it can not do. If your batches correspond to your order sizes, it should handle things without a problem. It is where a batch has to get broken down into multiple orders – and multiple products – that the complexity can sometimes exceed the base capabilities of Dynamics GP. You can always try it and see, then look at add-on products if the base functionality doesn’t completely fill your needs.
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Blair Christensen
Database Administrator
Oppenheimer Companies, Inc.
Boise ID
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