Edit

Share via

Integrate Traceability with tracked components in Supply Chain Management (preview)

  • Article

[This article is prerelease documentation and is subject to change.]

The Traceability Add-in for Dynamics 365 Supply Chain Management provides out-of-the-box integration with the tracked components feature in Dynamics 365 Supply Chain Management.

Shop floor operators using the production floor execution interface can associate the unique ID (serial/batch number) of finished products with the unique ID (serial/batch number) of raw materials. This association is integrated into Traceability for insight processing. Managers can also use the Supply Chain Management web client to view and register serial and batch number information for components and finished goods.

Prerequisites

To integrate Traceability with the tracked components feature Supply Chain Management, your system must meet the following requirements:

  • You must be running Microsoft Dynamics 365 Supply Chain Management version 10.0.40 or later.
  • The following features must be turned on in feature management:
    • (Preview) Traceability
    • Tracked components

Configure activities in Traceability

You must configure Traceability to recognize the activity codes submitted by Supply Chain Management. Follow these steps:

  1. Open the Traceability app in Power Apps.

  2. On the left navigation pane, select Settings > Activity.

  3. The Activity page opens. Make sure the following activity codes are available. For more information about these settings, see Configure Traceability.

    Source activity code Source activity type Integration Scenario
    ProductionReportFinished Production Components consumed during manufacturing assembly.
    ProductionPickingList Production Finished goods produced during production.

  4. On the toolbar, select Save.

Configure Supply Chain Management

You must set up your Supply Chain Management system to record batch/serial numbers for raw materials and finished goods. The following procedure summarizes the configuration settings you should be using.

  1. Set up a number sequence code for Product component match ID.

    1. Go to Inventory management > Setup > Inventory and warehouse management parameters and open the Number sequences tab.
    2. Set up a number sequence code for Product component match ID.

  2. Enable tracked components for bills of materials.

    1. Go to Inventory management > Setup > Inventory and warehouse management parameters and open the Bills of materials tab.
    2. Set Enable tracked components to Yes.

  3. Add the Tracked components action to relevant areas of the production floor execution interface.

    1. Go to Production control > Setup > Manufacturing execution > Configure production floor execution.
    2. Select a relevant configuration and, from the Action Pane, select Design tabs. Add the Tracked components action to each relevant tab and toolbar. Repeat this step for each relevant configuration.

    If you're using USMF demo data, then open the Default configuration, select the Active jobs design tab, and add the Tracked components action to the Primary toolbar.

    For more information about these settings, see Design the production floor execution interface.

Register and view batch/serial numbers for finished products and their components

Workers can register batch/serial numbers for finished products and their components from the production floor execution interface. For details, see Register batch/serial numbers for finished products and their components.

Managers can register and review batch/serial numbers for finished products and their components using the Supply Chain Management web client. For details, see Register and track batch/serial numbers for finished products and their components.