Serial genealogy tracks the transaction and multilevel composition history of any serial-controlled item from receipt to customer sale. The composition genealogy is captured through material transactions in Oracle Work in Process and Oracle Process Manufacturing.

The serial genealogy appears in a graphical display, and you can trace an assembly down through all of its components or from the component to an assembly. This genealogy tracing enables you to expedite problem isolation and improve customer response times. Serial genealogy also helps you to track and regulate supplier performance and quality.

You can view the transaction history of the serial across all organizations and view the current organization where the serial resides.

When issuing serialized components to serial controlled assemblies, you must associate the component serial number with the assembly serial number. See Issuing and Returning Specific Components.

If the item is under lot control, then you can also view the lot genealogy for the same item. When you view the genealogy of the item, the system lists the item number, followed by the lot number, and finally the serial number.

Prerequisites

• Define Serial Generation attribute

  You must set the Serial Generation attribute in the Item Master window to at receipt or predefined for the component items.

  For assembly items, you must set the Serial Generation attribute in the Item Master window to Predefined. Before you issue material to WIP, you must generate the serial numbers. See Generating Serial Numbers.

  This rule includes any subassemblies for which you want to track the genealogy. See Updating Organization Level Items and Inventory Attribute Group.

   To view the serial genealogy of a serialized item:

1. Navigate to the Serial Numbers window. The Find Serial Numbers window appears.

2. Enter search criteria to locate the item or items for which you want to view the serial genealogy.

3. Click Find to display the serial number and item information in the Serial Numbers window.

4. Select the item serial number for which you want to view the serial genealogy.

5. Click View Genealogy. The Object Genealogy window appears. The source tab appears.

6. Click Genealogy to display the genealogy.

   The Genealogy window appears. The genealogy appears in a graphical display, allowing you to trace the serial history. The left pane is in a tree format containing two tabs for different views:

   • Source displays the source of the record that you are viewing. It is designated by assembly name, appended by the job name, at the top node of the tree. For example, you may be producing a specific job from components of a particular serial. Material used in this assembly-job combination is expanded under the top node.

   • Where Used displays the assembly where this material is used. It is designated by assembly name, appended by the job name, at the top node of the tree. The assembly and job combinations using this top record are expanded below it.

7. 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 Lot Attributes tab if the serial is under lot control. The Item Details alternative region displays details about the item, and the Lot alternative region displays information about the lot. It provides you with the lot number, and other associated lot information such as the lot grade and lot material status. The Origination alternative region provides you with information about where the lot was created, and the type of transaction you used to receive it in to inventory. It also provides you with the document type used to receive it in to inventory.

9. Click the Work Order details tab if the serial is associated with a WIP job. If the serial is not associated with a WIP job, then you cannot click 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.

10. Click the Material Transactions tab to view the material transactions that are associated with the serial. 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.

11. Click the Pending Transactions tab to view pending transactions for the serial. Pending transactions are actions that you performed on the serial, but 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.

12. Click the Components tab to see the components 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. Three levels of security are available: Update, View-Only, and Hidden. When a user tries to access the genealogy of serial 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.

13. Click the Products tab to view the products manufactured with this serial 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 manufactured with this serial as an ingredient, such as the product name and description.

14. 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

15. If you have Oracle Quality installed, you can define serial number as a collection element. If the serial 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.

16. If you have Oracle Shop Floor Management installed, 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.