Lot genealogy tracks the relationship between lots and provides lot traceability that results from inventory transactions. This includes all lot splits, merges, and translations.

Lot genealogy also enables you to view where a particular lot is used. For example, one of your suppliers informs you that they supplied you with contaminated sugar, which needs to be recalled, and you used this sugar as an ingredient in the production of doughnuts. You can use lot genealogy to find each lot of doughnuts that contain the contaminated lots of sugar.

You can use lot genealogy to view the work order details for a WIP job, material and pending transactions, and quality results for both WIP jobs and process batches.

If the item is also under serial control, then you can view the serial genealogy for the item as well.

You can access the Material Workbench to view the on-hand quantity of the lot from the Material Transactions, Pending Transactions, Components, Products, Quality Samples, and Quality Collections Tabs. See Viewing On Hand Quantities for more information about the Material Workbench.

You can view existing reservations from items from the Material Transactions and Pending Transactions tabs. See Item Reservations for more information about reservations.

You can access the Grade / Status history window from the Material Transactions window.

   To view genealogy of a lot controlled item:

1. Navigate to the Find Lots/Jobs window.

2. Enter search criteria to locate the inventory lots, jobs, or batches for which you want to view the lot genealogy.

3. Click Find to display the lot information in the Item Lots window, Jobs Summary window, or Batches Summary window.

4. Click the desired lot, job, or batch.

5. Click View Genealogy to display the lot genealogy.

   The Genealogy window appears. The lot genealogy appears in a graphical display, and enables you to trace the lot history. The left pane is in a tree format and has the following two views, Source and Where Used. The right pane displays information about the lot.

   • The Source tab displays the lot source. It is designated by assembly or product name, and appended by the job or batch name, at the top node of the tree. For example, you may be producing a specific job or batch from components of a particular lot. Material used in this assembly or job combination is expanded under the top node.

   • The Where Used view displays where this material is used. It is designated by assembly or product name, appended by the job or batch name, at the top node of the tree. The assembly-job combinations are expanded under the top node.

   You can select a particular item lot in the genealogy tree on the left pane, and switch between the Where Used tab and Source tab using the highlighted item lot as the top level node in the tree format. The Lot Attributes tab contains information about the lot. The Item Details alternative region displays details about the item, and the Lot alternative region displays information about the lot. It provides the lot number and other associated lot information such as the lot grade and lot material status. The Origination alternative region provides information about where the lot was created and the type of transaction that you used to receive it in to inventory. It also provides the document type that was used to receive it into inventory.

6. Click the Work Order Details tab if the lot is associated with a WIP job. If the lot is not associated with a WIP job, then you cannot select the tab. The Work Order Details alternative region displays information about the job such as the job status and when it was released and completed. It also contains the job quantity, the scrapped quantity, and the remaining quantity to complete. The Product Details alternative region contains information about the product, such as the product name, description, and quantity planned for the job.

7. Click the Serial Details tab if the item is serial controlled. If the item is lot and serial controlled, then the system displays the lot and the associated serial number in the tree. The Item Details alternative region contains information about the item, such as the item number and organization where the item resides. The Serial Details alternative region contains information about the particular serial number, such as the serial state, serial material status, current lot if the serial is under lot control, and WIP job information if the serial is part of a WIP job.

8. Click the Material Transactions tab to view the material transactions associated with the lot. The Item Details alternative region displays information about the item. The Transaction Details alternative region displays item transactional information, such as the transaction date, subinventory, and transaction type.

9. Click the Pending Txns (Transactions) and Allocations tab to view pending transactions for the lot. Pending transactions are actions you performed on the lot that are not completed by the transaction manager. The Item Details alternative region displays information about the item. The Transaction Details Alternative region displays item transactional information such as the transaction date, subinventory, and transaction type.

10. Click the Components tab to view all the components that are used in the item production with their associated quantities. You can click this tab only if you view by Source. You can also restrict the Components tab to honor formula security. You can restrict formula security by user or responsibility. There three levels of security are available: Update, View-Only, and Hidden. When a user tries to access the genealogy of a lot to which he or she does not have formula access, the system displays a warning message. The Item Details alternative region displays information about the item, such as the item number and organization where the item resides. The Component Details alternative region contains detailed component information, such as the associated job or batch if applicable, and the component item number and description.

11. Click the Products tab to view the products that are manufactured with this lot as an ingredient. You can click this tab only if you view by Where Used. The Item Details alternative region contains information, about the item such as the item description, and the current organization where it resides. The Product Details alternative region displays details about the product that is manufactured with this lot as an ingredient, such as the product name and description.

12. Click the Quality Sample tab to view process manufacturing quality information. You enable process quality on the Item Master. The Item Details alternative region displays information about the item, such as the item number and the current organization where the item resides. The Quality Data alternative region displays information, such as the sample number, sample source, and quality results.

13. If you have Oracle Quality installed, then you can set up lot number as a collection element. If the lot is not associated with the quality data, you cannot see it in the Quality Collections tab. The Item Details alternative region displays information about the item, such as the item number and the organization where the item currently resides. The Quality Data alternative region displays information about the quality collection plan.

14. If you have Oracle Shop Floor Management installed, then you can see the Lot Based Job Transactions tab. The Lot Based Job Transactions tab displays the Oracle Shop Floor Management transactions, such as splitting, merging, bonus lots, and updating assemblies. It displays the previous values for WIP Lot Name, Start Quantity, and Assembly Number, and the resulting values after the transaction.

   To view the grade status history information:

1. Click Grade / Status from the Material Transactions tab.

2. The Grade / Status History window contains the following information:

   • Item: The item number for the lot.

   • Description: The item description.

   • Lot: The lot number of the item.

   • Serial: If applicable, the serial number.

   • Grade: The current lot grade.

   • Lot Status: The current lot status.

   • Serial Status: The current serial status.

   • Date and Timestamp: Date and time the status or grade change occurred.

   • Action: The action performed on the grade or status.

   • From and To: The from and to changes for the grade or status.

   • Primary Quantity Changed: The quantity of the lot the change of the primary unit of measure impacts.

   • Primary UOM: Primary unit of measure.

   • Secondary Quantity Changed: The quantity of the lot the change of the secondary unit of measure impacts.

   • Secondary UOM: The secondary unit of measure.

   • Update on the Mobile: Indicates whether the change was made on the mobile device.

   • Reason for Change: Reason the user indicated for the change.

   • User: User who performed the change.

3. Close the window when finished.