Configure TraceLink

If your company uses DOS reports to approve or reject lot production, the fields that display in these reports can be configured in Management. See the Management Online Help for more information.

Watch a video

1. Hover over Modules in the top left of any screen, and then select Serial Number Exchange.
2. In the Packaging Functions section, select Manage Profiles.
3. Fill in the following fields to filter the results:
   1. Service – The instances of the Serial Number Exchange app that the user has access to.
   2. Company - Location – The name of the company or location that links to the app.
4. Select Search.
   See the information that displays for each profile

   • ServiceLink – The Serial Number Exchange Link that includes the Owner and the company or location that requests or receives serial numbers.
   • Site Prefix – The prefix added to all serial numbers requested by that location, if configured.
   • Last Activity – The last time a Serial Number Exchange event occurred within this Link.
   • Packaging Codes Configured – The number of templates assigned to this location.
   • Serial Numbers Available – The number of serial numbers available for the location to request.
   • Exceptions in Last 7 Days – The number of exceptions generated at the location in the last 7 days.
5. Select the link in the ServiceLink column for the internal location or Partner.
6. Select Add Packaging Codes.
7. Fill in one or more of the following fields to filter the results:
   1. Item Code Type drop-down – Required. The type of item code. See Identifier and Item Code Types for more information.
   2. Item Code field – Required. The item code value.
   3. Product Description field – The user-assigned description of the product (e.g. Migraine Med 30mg Tabs 30ct).
   4. Packaging Code Type drop-down – The type of packaging code:
      • CN-Rescode – A 5-digit China packaging code.
      • GS1 Company Prefix – A company identifier used in a Serial Shipping Container Code (SSCC), assigned and administered by GS1 Global.
      • GTIN-14 – A 14-digit Global Trade Identification Number.
      • NTIN – A 14-digit National Trade Item Number.
   5. Packaging Code field – The packaging code value.

   6. Packaging UOM drop-down – The packaging level (i.e. unit of measure) for the items being commissioned:

      • Each – The smallest salable unit of the product.
      • Innerpack/Bundle – A grouping of eaches.
      • Case/Shipper – A grouping of inner packs, or a grouping of eaches if the packaging hierarchy does not include inner packs.
      • Pallet – A grouping of cases, inner packs, or eaches together on a pallet.
8. Select Search.

   The results display in the table.

   Companies that use Serial Number Manager to generate serial numbers see packaging codes for all serial number templates matching the filter criteria entered. Companies that use an external serial number manager see all packaging codes added to Product Master Data and the SSCC templates added in Serial Number Manager.

9. Select the checkbox in the row of the desired Packaging Code.
10. Select the checkbox in the Status column to set the Status to Active.
11. Enter the minimum threshold of serial numbers that must remain in the pool at all times for this location in the Min Threshold column (optional).
12. Repeat Steps 9 through 11 to assign more Packaging Codes to this location, if needed.
13. Select Submit.

    The packaging codes are assigned to the internal location or Partner, who can begin requesting serial numbers for those products.

Tips

• Select Edit Properties for a specific packaging code on the View [Location] Profile screen to edit the Status and Minimum Threshold for the packaging code at that location.

1. Hover over Modules in the top left of any screen, and then select Serial Number Exchange.
2. In the Packaging Functions section, select Manage Profiles.
3. Select the Import icon in the top right.
4. Select Choose File.
5. Browse for and select a CSV file that contains the following element headers:
   • SNXSubscriberID – The identifier of the internal location or Partner, which must be formatted as [ID Type] [ID Value] (e.g. GLN 8856277233311). The following ID types are allowed:
     • AR_CUIT
     • BR_CNPJ
     • CN_CHINA_ID
     • COMPANYID
     • COMPANYSITEID
     • DEA
     • DUNS
     • DUNS4
     • GCP
     • GLN
     • HIN
     • SGLN

     See Identifier and Item Code Types for more information.

   • PackagingCodeType – The type of packaging code:
     • CN-RESCODE – A 5-digit China packaging code.
     • GS1 Company Prefix – A company identifier used in a Serial Shipping Container Code (SSCC), assigned and administered by GS1 Global.
     • GTIN-14 – A 14-digit Global Trade Identification Number.
     • NTIN – A 14-digit National Trade Item Number.
   • PackagingCode – The packaging code value.
   • FilterValue – The filter value for the packaging code in Product Master Data.
   • MinimumThreshold – The minimum threshold of serial numbers that must remain in the pool at all times for this location.
   • Status – The current status of the packaging code.

   The profiles and their lists of packaging codes are imported, and the internal locations or Partners can begin requesting serial numbers for those products.

Tips

• To download an example file, select the SNXProfileSample.csv link.
• To download all existing profiles, select Export & Download on the Manage Profiles screen, and then select Create Data File.

1. Hover over Modules in the top left of any screen, and then select Serial Number Exchange.
2. In the Site Functions section, select Set Site Prefixes.
3. Locate the location or Partner in the Subscriber (i.e. Site) column.
4. Enter the 1-4 digit prefix for the location in the Site Prefix column.

   Prefixes are included in the generated serial numbers and must adhere to the template requirements (e.g. if the template for a packaging code assigned to the location only allows numbers, then the prefix cannot contain letters). The type of template determines how the prefix is integrated:

   • For sequential serial number templates, the length of the entire serial number is increased.
   • For random serial number templates, the length is configured in the template, so the number of unique serial numbers available decreases, because the unique identifier portion of the serial number must be shorter to accommodate the prefix.
5. Select Save.

   The Packaging Functions screen displays, and the edits to the location prefixes are saved.