Overview
Batch Traceability 360 plug-in allows to trace Item Batches through all its life in a company: from production (or purchase), being a part of a production process of other Item, to delivery to a client. Instant access to batches records is very useful, e.g. in complaint management or recall process.
Batch Traceability Scenario - A Guided Tour
Installation and Configuration
Prerequisites
ProcessForce and CompuTec Licence Server is installed and configured. For more information, click here
AppEngine and Plug-in Installation and Configuration
For AppEngine installation please follow this link: Installation
For Plug-in installation please follow this link: Configuration and Administration.
ProcessForce
As an option you can call Serialization plug-in from inside the Process Force:
To do this, check the following checkbox:
Enter AppEngine url, e.g. http://{host}:54000, click Update and restart SAP Business One.
Start points for function opening
You can reach ProcessForce Batch Traceability 360 by:
- AppEngin launchpad
- Modules Menu (check the path below)
Inventory > Item Management > Batches > Batch Traceability 360
- Transaction tab on Complaint form:
Click here to find out more about Complaint function.
- Batch Master Data form context menu
Click here to find out more about Batch Master Data.
Batch List
You can compose filter using Adapt Filters:
Select a Batch line and you will be redirected to its Overview.
Overview
On this screen, you can find some tiles that bring you analytical information. The Selected Batch is a start point for analysis. Prepared information is related to the Batch and products (Batches) affected by the Batch. That means, information is prepared for all nodes on the right from selected node in the trace graph.
Note: If you open Batch Traceability from SAP Business One, you will be able to use yellow arrow functionality as in SAP Business One.
To see extended view of header please select 
Select button 
and you will be redirected to Batch Trace graph.
Batch Trace Graph
On this graph specific Batches are represented by boxes (nodes) with its details. You can zoom in or zoom out the view by using a mouse roll or 
and 
. You can show or hide legend by using 
. You can expand view by using 
.
Going Forward and Backward
The Batch Trace visualization form shows the composition of a specific item by tracing back through every batch involved in its production process, up to a selected batch.
You can also choose a Batch and go forward to see where the Items from a specific Batch were used. To do that, hold Shift and left-click on a desired Batch:
In the history list, you can find your tracing history. You can switch to another batch from the list at any time in any form: Overview, Trace, Action.
Transactions
Left-click on a specific box to select it and than select 
button to see all activities and transactions connected to the Batch:
Click the yellow arrow in a specific document row to get more information about it.
Action
To navigate to Action view, please select 
button. In Action view you can manage Batches' statuses. To change batch status chose the line in the list and than select checkbox in the first column and finally select button 
