Topic overview

With the application Output identifier–where used list, the origin and usage of a specific identifier can be queried and output as a report document.

This article informs you in particular about the application parameters with which you define what the report document to be output contains. You will also find information about the output result. The possible output settings in this application also correspond to the setting options in the dialog window for any output. You will find a description of the possible output settings in the operating guidelines.

The procedures for using the application can be found in the Procedures: Output report documents article.

Definitions

Identifiers
An identifier enables the identification of specific items or item variants. As identifiers, batch, lot, and serial number are supported.

Identifier where-used list
In some industries, information about the identifiers of inventories used in production is necessary (batch tracing). In case of recalls. it can be necessary to know which customers a certain identifier was sold to. The identifier where-used list gives information about both the origin of identifiers (such as receipt of goods or production) and their use (for instance, use in production, issue to customers, etc.).

Posting key
The posting key describes the posting process. Among other things, the posting key contains information about the type of action to be carried out, such as receipt, transfer, issue, revaluation, or correction. The posting key also shows whether the posting is a primary or secondary operation and which subsequent processes are to be called up following a posting.

Batches
A batch is one of the possible identifiers for an item. Batch management means that part of the inventory of an item is identifiable with a batch number. An expiration date is always assigned to a batch. Warehouse inventory management is carried out at item and batch level.

Lots
The lot is one of the possible identifiers for an item. Lot specification means that part of the inventory of an item is identifiable with a lot number. The warehouse inventory is managed at item and lot level.

Inventory posting
Inventory posting is carried out in order to document all quantity and value transactions within inventory management. In the process of inventory posting, inventory is updated and inventories evaluated depending on the posting key used.

Serial numbers
Serial numbers are possible identifiers for items. Serial number identification means that every unit of an item is given a serial number that identifies it uniquely throughout the system. In contrast to batches and lots, a serial number applies to exactly one base unit of the item. The assignment of serial numbers is divided into serial numbers with inventory management and serial numbers without inventory management.

Report document
A voucher document or report document is generated when a report is output to an output device, such as a printer or to a file. The report document contains a list of objects, e.g., a list of addresses. A voucher document always concerns one object—a sales order, for example. The documents may be archived or forwarded to a partner, for example, as a fax or by e–mail.

Application description

The Output identifier–where used list application is used to output a report document which you can use to trace the origin or usage of an identifier.

The preconditions for tracking an identifier is that the identifier where-used list is activated in the Customizing application under the Identifiers function.

Parameters grouping

The parameters in this grouping are used to define the search criteria and, consequently, the output result. Parameters are therefore used for selecting data set.

Individual parameters are explained below.

Report title – this parameter contains the title of the report document. The name of the underlying report is usually specified as the default value. The title can be defined individually. Enter the desired title or change the default value.

Item – this parameter is used to specify the item for which the identifier–used list is to be output. It is mandatory to specify an identifier–managed item.

Identifier – this parameter is used to specify the identifier for which the identifier where-used list is to be output. It is mandatory to specify an identifier associated with the item.

Level – this parameter is used to define the level up to which you want to track the origin or usage of the identifier. Possible levels are:

• Single – if you specify the level Single, the identifier where-used list only takes place at the top level of the bills of inventory (BOM)
• All – if you specify the All level, the identifier where-used list takes place at all levels of the bills of inventory (BOM)
• Receipts of goods only – specify the Receipts of goods only level, e.g., to determine a list of all purchases that have been included in a specific production process. At this level, the report document will only display identifier where-used lists from the Receipt process. Identifier where-used lists from production are hidden.
• Deliveries only – specify the Deliveries only level, e.g., to determine a list of affected customers in the event of recall campaigns. At this level, only identifier where-used lists from the Issue process are displayed in the report document. Identifier where-used lists from production are hidden.
  
  Note

  Please note the Reference parameter: the Receipts of goods only level is only to be used in relation to Origin and the Deliveries only level only in relation to Usage.

Reference – this parameter is used to specify whether the identifier where-used list should refer to the origin or the usage of an identifier. Possible references are:

• Origin – if you enter Origin, the report document will contain the identifier where-used list in relation to the origin
• Usage – if you specify Usage, the report document will contain the identifier where-used list in relation to the usage

Output result

The reference Origin answers the question of where a particular identifier comes from.

The report document contains an identifier monitoring according to the defined reference. The report document includes the following columns:

Level – displays the level within which the displayed identifier-used list was resolved. The level is only displayed if one of the levels Single or All has been specified as a parameter. The level display moves further and further to the right as the level increases, creating a tree-like structure. From the fifth level onwards, no further indentation is carried out.

Item – identification of the item for which the identifier-used list was issued. The display of the item moves further and further to the right as the level increases, creating a tree-like structure. From the fifth level onwards, no further indentation is carried out.

Identifier – identification of the identifier for which the identifier where-used list was issued. The display of the identifier moves further and further to the right as the level increases, creating a tree-like structure. From the fifth level onwards, no further indentation is carried out.

Order – if the inventory posting that generated the identifier where-used list has a reference to a source voucher, the voucher is displayed. The original order is clearly identified via the voucher type and the voucher number. The original voucher corresponds to the extendedOriginalOrder attribute of the inventory posting.

Partner – if the inventory posting that created or last updated the identifier where-used list has a reference to a partner, the identification of the partner is displayed here. If this inventory posting has no reference to a partner, the field is empty.

Cost center – the cost center of the inventory posting is displayed that created or last updated the identifier where-used list and for which a cost center was used. If an inventory posting without reference to a cost center updates the identifier where-used list, any existing reference to a cost center is retained in the identifier where-used list. If the Controlling function is not activated for the client in the Customizing application, the cost center is not displayed.

Cost unit – the cost object of the inventory posting is displayed that created or last updated the identifier where-used list and for which a cost object was used. If an inventory posting without reference to a cost object updates the identifier where-used list, any existing reference to a cost object is retained in the identifier where-used list. If the Controlling function is not activated for the client in the Customizing application, the cost unit is not displayed.

Date – the posting date of the inventory posting that generated the identifier where-used list is displayed. As the identifier where-used list are summarized at posting date level, all inventory postings that update the identifier where-used list have the same posting date as the inventory posting that generated the identifier where-used list.

Warehouse – the warehouse of the inventory posting that generated the identifier where-used list is displayed. As the identifier where-used list are summarized at storage location level, all inventory postings that update the identifier where-used list have the same warehouse as the inventory posting that generated the identifier where-used list.

Posting key – the posting key of the inventory posting that generated the identifier where-used list is displayed. As the identifier where-used list are summarized at posting key level, all inventory postings that update the identifier where-used list have the same posting key as the inventory posting that generated the identifier where-used list.

Quantity – the quantity of receipts (reference: origin) or issues (reference: usage) in the base unit of the item is displayed. If the item is managed in other storage units, the quantity in these units is also displayed. The displayed quantity is calculated as the sum of the quantity of all inventory postings that have created or updated the identifier where-used list. This means that if an inventory posting updates an existing identifier where-used list, the quantity from the inventory posting is added to the existing quantity in the identifier where-used list. A negative quantity in a inventory posting therefore leads to a reduction in the quantity in the identifier where-used list.

Customizing

In the Customizing application, the following settings in the Identifiers function are relevant for the Output identifier where-used list application.

Identifier where-used list – this function is used to specify whether the identifier where-used list should be used.
If you have activated this function, an identifier where-used list (business object: com.cisag.app.inventory.obj.IdentifierTracking) is also generated or updated for all items that are managed in identifiers.

Report

The following report is relevant for the Output identifier where-used list application:

Identifier where-used list: com.cisag.app.inventory.rpt.IdentifierTracking

Authorizations

Comarch ERP Enterprise works with a multi-level authorization concept. Capabilities and authorizations can generally be assigned at different levels:

• At the levels for frameworks and applications, for example, you assign an authorization with which an application can be opened.
• On the levels for business entities, for example, you assign an authorization with which an identifier can be entered. The entity-related authorizations apply across all applications.

Special skills have been developed for some applications that relate to certain actions and functions. Authorizations can also be assigned for these capabilities. For example, an authorization can be assigned for the special ability to issue an order.

The authorization concept and the general application–related and entity-related authorizations can be found in the technical article Authorizations.

The following business entity is relevant for authorization definitions for the Identifier where-used list application: com.cisag.app.inventory.obj.IdentifierTracking

Special authorizations and capabilities are not required for this application.

Special capabilities

There are no special capabilities for the Output identifier where-used list application.

Organization assignments

For a person to be able to use the Output identifier where-used list application, they must be assigned an organization in the partner master data that is integrated into at least one of the following organizational structures:

• Inventory management

Special features

There are no special features for the Output identifier-where used list application.

Authorizations for business partners

The Output identifier-where used list application is not released for business partners.