Product Information Exchange How-Tos

Set Product Sync Rules

  1. Select Product Information Manager Data Rules from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Product Information Manager Data Rules.

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Product Verification) or Product Information Manager (Master Data Share) as a Producer to access this screen.

  2. In the Product Verification Rules table:

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Product Verification) as a Producer to access this table.

    1. Select the Target Market for packaging codes whose serial numbers must be synced to Product Information Manager (each Target Market can only be selected once):
      • American Samoa
      • Guam
      • Northern Mariana Islands
      • Puerto Rico
      • United States of America
      • US Minor Outlying Islands
      • Virgin Islands
    2. Select one or more Item Statuses of serial numbers that must be synced to Product Information Manager:
      • All – All serial numbers with the selected Target Market are synced to Product Information Manager, regardless of item status.

        Selecting All ensures that no serial numbers are missed.

      • Available – The item is available for picking.
      • Blocked – The item is unavailable for picking.
      • Pending Receipt – The transfer of ownership is in an interim state because the shipment awaits receipt confirmation at the receiving location.
      • Picked – There is an item reservation against a specific outbound delivery indicating item picking is complete.
      • Received – There is an item reservation against a specific outbound delivery indicating items are received.
      • Shipped – The transfer of ownership is in an interim state because the shipment is in transit to the receiving location.
      • Under Investigation – The item is quarantined or in a holding state due to a product investigation. The serial number cannot be included in a sales shipment.
    3. Select Rule in the header of the table and repeat the previous steps to add a rule for another Target Market.
  3. Select Save.

    The Product Information Manager Data Rules screen refreshes with the new data rules.

    TraceLink syncs the serial number information from Serialized Operations Manager to Product Information Manager. Any new or updated serial numbers sync within 24 hours of the update, and previously existing serial numbers sync at the next scheduled time. Verify the serial numbers with the Product Information Exchange Web UI or Producer Product Verification REST Request to confirm that the serial numbers successfully synced.

    TraceLink syncs only serial number information for packaging codes added to the Product Directory that meet the criteria selected in the rules. See the US Saleable Returns Help Center for more information.

  1. Select Product Information Manager Data Rules from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Product Information Manager Data Rules.

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Product Verification) or Product Information Manager (Master Data Share) as a Producer to access this screen.

  2. In the Master Data Share Rules table:

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Master Data Share) as a Producer to access this table.

    1. Select the Target Market for packaging codes whose product master data must be synced to Product Information Manager (each Target Market can only be selected once):
      • American Samoa
      • Guam
      • Northern Mariana Islands
      • Puerto Rico
      • United States of America
      • US Minor Outlying Islands
      • Virgin Islands
    2. Leave the Allow Verification checkbox selected to add the product's packaging code to the Product Directory in Product Information Manager so that the downstream supply chain can verify against the product's serial number information (optional and displays only for Managers whose company also links to the Product Verification module).
    3. Select the Allow Download checkbox to set the product master data record to Shared to Network in Product Information Manager (Master Data Share), which allows the downstream supply chain to download the master data (optional).
  3. Select Rule in the header of the table and repeat the previous steps to add a rule for another Target Market.
  4. Select Save.

    The Product Information Manager Data Rules screen refreshes with the new data rules.

    TraceLink syncs the product master data from Master Data Exchange to Product Information Manager (Master Data Share), as well as Product Information Manager (Product Verification) if the Allow Verification checkbox is selected. Any new or updated products sync within 24 hours of the update, and any previously existing products sync at the next scheduled time. Confirm that the Product Directory record successfully synced by searching for it in Product Information Exchange.

Customize Verification Responses

  1. Select Product Information Manager Data Rules from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Product Information Manager Data Rules.

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Product Verification) or Product Information Manager (Master Data Share) as a Producer to access this screen.

  2. In the Custom Rules table:

    Product Information Exchange Managers must belong to a company that links to Product Information Manager (Product Verification) as a Producer to access this table.

    1. Deselect the Yes checkbox for Verify Expiration Day if all products being verified must have only a month and year in the expiration date that matches the Producer's records (optional, defaults to selected).
    2. Deselect the Yes checkbox for Send Failure Reason if invalid verification responses do not need to include the reason for the failure (optional, defaults to selected).
    3. Deselect the Yes checkbox for Send Expired Status if verification responses do not need to indicate when product is expired (optional, defaults to selected).
    4. Deselect the Valid if Expired checkbox for Send Expired Status if the verification responses for expired product must return as invalid (optional, defaults to selected).

      If the Valid if Expired checkbox is selected, the Yes checkbox must be selected for Send Expired Status as well.

    5. Deselect the Yes checkbox for Send Recalled Status if verification responses do not need to indicate when the product has been recalled by the Producer (optional, defaults to selected).
    6. Deselect the Valid if Recalled checkbox for Send Recalled Status if the verification responses for recalled product must return as invalid (optional, defaults to selected).

      If the Valid if Recalled checkbox is selected, the Yes checkbox must be selected for Send Recalled Status as well.

    7. Select the Under Investigation checkbox for Suspect Item Statuses to indicate that products with that status must be marked as suspect by the Producer.
    8. Select the Suspect Serial Number Statuses checkboxes that indicate which products must be marked as suspect by the Producer:
      • Decommissioned – Decommissioned serial numbers are marked as suspect in verification responses.
      • Destroyed – Destroyed serial numbers are marked as suspect in verification responses.
    9. Deselect the Yes checkbox for Send Suspect Status if all verification responses do not need to indicate when the product has been marked as suspect by the Producer (optional, defaults to selected).
    10. Select the Illegitimate Serial Number Statuses checkboxes that indicate which products must be marked as illegitimate by the Producer:
      • Decommissioned – Decommissioned serial numbers are marked as illegitimate in verification responses.
      • Destroyed – Destroyed serial numbers are marked as illegitimate in verification responses.
    11. Deselect the Yes checkbox for Send Illegitimate Status if all verification responses do not need to indicate when the product has been marked as illegitimate by the Producer (optional, defaults to selected).

    Select or deselect the checkbox at the top of the table to enable or disable all of the rules above at once.

  3. Select Save.

    The Product Information Manager Data Rules screen refreshes with the new response rules.

    TraceLink applies the custom rules to all future verification responses. The custom rules applied to each verification response display in the verification history report, which can be downloaded in Product Information Exchange.