Add Template

Select the Add New Template button on the View Serial Number Templates screen.

Add a serial number template to control the generation and format of serial numbers for a product's packaging code.

• Packaging Code Type - The packaging code type determines the format of the packaging code. Choose a packaging code type for the template that corresponds to the type of serial number the product requires. Depending on the selection, different fields display. Select a drop-down below for specific field information regarding each Packaging Code Type.
  • CN- ResCode - Creates serial numbers with a Chinese Resource Code that identifies the product.
  • GS1 Company Prefix - Creates serial numbers with the prefix a GS1 organization assigns to identify a company.
  • GTIN-14 - Creates 14-character serial numbers with a 14-digit Global Trade Item Number that identifies a shipping container.
  • NITN - Creates serial numbers with a Nordic/National Trade Item Number.
• Packaging Code - Packaging codes are numeric values that correspond to the packaging of a particular product (e.g. bottle of 100, blister-pack of 25, etc.). Packaging codes are sourced from Product Master Data, and each code can only use one template.

  Pharmaceutical Manufacturers, CMOs, and CPOs obtain a number from the GS1 organization to identify their products. The GS1 Company prefix appears in serial numbers issued as Serial Shipping Container Codes (SSCCs). Currently, these apply to case-level and pallet-level containers.

• Description - A written description of the Packaging Code. Displays one of the following:
  • Packaging Codes with descriptions in user's default language display.
  • Packaging Codes with English descriptions display for users who have not set a default language.
  • Packaging Codes without English descriptions display the written description from the first language code (in alphabetical order) in that language. For example, if the first language code in Master Data is Spanish, the written description displays in Spanish.

  Description populates from Product Master Data based on the Packaging Code when the Packaging Code Type is CN-ResCode, GTIN-14, or NTIN.

• Code Version - This field is static text that displays the Code Version from Product Master Data of the Packaging Code entered in the type-ahead field.

  Code Version populates from Product Master Data based on the Packaging Code when the Packaging Code Type is CN-ResCode.

• Filter Value - (For GS1 Company Prefix Templates) Choose a number from 0 to 7.

  Filter Value populates from Product Master Data based on the Packaging Code when the Packaging Code Type is GTIN-14.

• Extension Digit - (For GS1 Company Prefix Templates) Choose a number from 0 to 9.
• GS1 Company Prefix - The prefix a GS1 organization assigns to identify a company based on the selection in the Packaging Code field.

  GS1 Company Prefix populates from Product Master Data based on the Packaging Code when the Packaging Code Type is GTIN-14.

• Encoding Type - The encoding type options are one of the following:
  • AI(01)+AI(21) - A 14-digit Global Trade Item Number that identifies a shipping container. GTIN-14 serial number (14 digits) or a 20-digit serial number.
  • AI(00) - A 14-digit Global Trade Item Number that identifies a shipping container. The Serial Shipping Container Code (SSCC) serial number is 18 digits long.
  • CN-EDMC - An Electronic Drug-Monitoring Code (20-digit serial number) for China.

  Encoding Type populates from Product Master Data based on the Packaging Code when the Packaging Code Type is CN-ResCode, GTIN-14, or NTIN.

Auto-Replenishment templates support auto-replenishment from an external serial number manager.

These templates perform 2 different requests:

• Serial Number Manager submits replenishment requests to the trade partner's external system to fill the pool of serial numbers. This replenishment uses the Minimum and Maximum Threshold values to control the number of serial numbers in the pool.

  When TraceLink processes the initial replenishment request for serial numbers, the system requests enough serial numbers to fulfill the Maximum Threshold. If the Maximum Threshold is larger than the trade partner's external system can fulfill, the request fails. The Maximum Threshold should be equal to or lower than the maximum request that the trade partner allows.

• Partners request serial numbers for their packaging lines through Serial Number Exchange (SNX). The SNX Maximum Request Quantity controls the number of serial numbers one Partner can request at a time.

Mandatory Fields:

• Template Type - Auto-Replenished By Other Serial Number Manager.

• SNX Maximum Request Quantity - This limits the amount of serial numbers in a single request to improve performance (limit 500,000). Large amounts of serial numbers might take several hours to generate. TraceLink denies requests for larger amounts of serial numbers from Serial Number Exchange Partners.

• Notify After - Specify the number of hours to wait before notifying users when no response returns from the external serial number manager (default 8).

• Request From - Select a Serial Number Manager Partner that provides numbers. Optionally, select one of the following:

  • External Serial Number Manager Will Push Numbers Without a Request - Serial numbers are sent automatically.

    or

  • Packaging Sites Must Request Serial Numbers With a Production Order Reference - A production order reference must accompany requests.

• Templates - This section determines where serial numbers are assigned, the minimum and maximum amount of serial numbers allowed before replenishment is requested, whether the template is active (available for use), and whether serial numbers must meet Russia's crypto code requirement. Select the following attributes:

  • Assign Serial Numbers to - Choose a packaging location that uses the serial numbers:

    • General Pool - (default) Templates for the General Pool, containing serial numbers that can be exchanged with multiple packaging locations.
      • Use Crypto Codes - Select if serial numbers must include crypto codes (i.e. encrypted identification numbers) generated by Kazakhstan's, Russia's, Russia BAFS's, or Uzbekistan's Order Management System (OMS). Displays only if the company owns the Kazakhstan Crypto Codes, Russia Crypto Codes, Russia BAFS Crypto Codes, or Uzbekistan Crypto Codes application, the Packaging Code Type is GTIN-14, and the Packaging Code has a Target Market of Kazakhstan, Russia, or Uzbekistan in Product Master Data.

        Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

    • [Location Name] - Serial numbers generated for a specific location. Only packaging locations that are Partners in Serial Number Exchange display in the drop-down menu.
      • Use Site Prefix - For packaging locations with a site prefix in Serial Number Exchange, select to use the site prefix for that location.

      Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

      If Use Crypto Codes is selected, serial numbers provisioned through the template become available to locations (i.e. enter the Unreserved state) only after TraceLink receives their associated crypto codes.

    External Serial Number Manager Will Push Numbers Without a Request must be selected to successfully receive serial numbers containing crypto code and crypto key information that have been manually retrieved from the Kazakhstan, Russia, Russia BAFS, or Uzbekistan Order Management Systems.

  • Minimum Threshold - The lowest amount of serial numbers allowed in the repository. When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold. Enter up to 9 digits.
  • Maximum Threshold - The maximum amount of serial numbers allowed in the repository. When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold. Enter up to 9 digits. Use a value between the Minimum Threshold and 10,000,000.

  • Status - Template status:

    • Active - (default) Templates that format serial numbers.
    • Inactive - Templates that do not format serial numbers.

      Serial Number Manager does not create, import, replenish, nor provision serial numbers in response to a serial number request for inactive templates.

Generated Sequential List templates format serial numbers in ascending numeric order (i.e. 1000, 1001, 1002).

• Template Type - Generated Sequential List.

• Status - Select one of the following:

  • Active - Active templates create serial numbers.
  • Inactive - Inactive templates do not create serial numbers.

• SNX Maximum Request Quantity - This limits the amount of serial numbers in a single request to improve performance (limit 500,000). Large amounts of serial numbers might take several hours to generate. TraceLink denies requests for larger amounts of serial numbers from Serial Number Exchange Partners.

• Templates - This section determines where serial numbers are assigned, the starting serial number, and if the template is active (available for use).

  • Assign Serial Numbers to - Choose a packaging location that uses the serial numbers:

    • General Pool - (default) Templates for the General Pool, containing serial numbers that can be exchanged with multiple packaging locations.
    • [Location Name] - Serial numbers generated for a specific location. Only packaging locations that are Partners in Serial Number Exchange display in the drop-down menu.
      • Use Site Prefix - For packaging locations with a site prefix in Serial Number Exchange, select to use the site prefix for that location.

      Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

  • Site Prefix - Required for packaging locations when a Location Name is selected. The site prefix is found in the Serial Number Exchange app.

    This option does not display for General Pools.

  • Starting Serial Number - Set the starting serial number for each template that is marked Active. Enter up to 9 digits. This value cannot be changed once serial numbers are issued. If this value is already issued (through a Serial Number Exchange request/response) the field is disabled.

  • Status - Select one of the following:

    • Active - Active templates create serial numbers.
    • Inactive - Inactive templates do not create serial numbers.

  Serial Number Manager does not create, import, replenish, nor provision serial numbers in response to a serial number request for inactive templates.

Generated Sequential Range templates format a range of sequential serial numbers (i.e. 5000 - 6000).

• Template Type - Generated Sequential Range.

• Status - Select one of the following:

  • Active - Active templates create serial numbers.
  • Inactive - Inactive templates do not create serial numbers.

• SNX Maximum Request Quantity - This limits the amount of serial numbers in a single request to improve performance (limit 500,000). Large amounts of serial numbers might take several hours to generate. TraceLink denies requests for larger amounts of serial numbers from Serial Number Exchange Partners.

• Templates - This section determines where serial numbers are assigned, the starting serial number, and if the template is active (available for use).

  • Assign Serial Numbers to - Choose a packaging location that uses the serial numbers:

    • General Pool - (default) Templates for the General Pool, containing serial numbers that can be exchanged with multiple packaging locations.
    • [Location Name] - Serial numbers generated for a specific location. Only packaging locations that are Partners in Serial Number Exchange display in the drop-down menu.
      • Use Site Prefix - For packaging locations with a site prefix in Serial Number Exchange, select to use the site prefix for that location.

      Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

  • Site Prefix - Required for packaging locations when a Location Name is selected. The site prefix is found in the Serial Number Exchange app.

    This option does not display for General Pools.

  • Starting Serial Number - Set the starting serial number for each template that is marked Active. Enter up to 9 digits. This value cannot be changed once serial numbers are issued. If this value is already issued (through a Serial Number Exchange request/response) the field is disabled.

  • Status - Select one of the following:

    • Active - Active templates create serial numbers.
    • Inactive - Inactive templates do not create serial numbers.

  Serial Number Manager does not create, import, replenish, nor provision serial numbers in response to a serial number request for inactive templates.

Manually Imported List templates support importing lists of serial numbers that an external serial number manager generates.

• Template Type - Manually Imported List.

• SNX Maximum Request Quantity - This limits the amount of serial numbers in a single request to improve performance (limit 500,000). Large amounts of serial numbers might take several hours to generate. TraceLink denies requests for larger amounts of serial numbers from Serial Number Exchange Partners.

• Templates - This section determines where serial numbers are assigned, the minimum and maximum amount of serial numbers allowed before replenishment requests are made, and if the template is active (available for use).

  For each template, configure a minimum threshold setting (when the serial number balance reaches the threshold, TraceLink sends notifications to users who have opted to receive them). Select the following attributes:

  • Assign Serial Numbers to - Choose a packaging location that uses the serial numbers:

    • General Pool - (default) Templates for the General Pool, containing serial numbers that can be exchanged with multiple packaging locations.
    • [Location Name] - Serial numbers generated for a specific location. Only packaging locations that are Partners in Serial Number Exchange display in the drop-down menu.
      • Use Site Prefix - For packaging locations with a site prefix in Serial Number Exchange, select to use the site prefix for that location.

      Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

  • Minimum Threshold - Set the Minimum Threshold for each template marked Active. Enter up to 9 digits.
  • Status - Select one of the following:
    • Active - (default) Templates that format serial numbers.
    • Inactive - Templates that do not format serial numbers.

      Serial Number Manager does not create, import, replenish, nor provision serial numbers in response to a serial number request for inactive templates.

Provisioned by Packager templates support provisioning of serial numbers by the packager (provisioning occurs outside of the manufacturer).

• Template Type - Provisioned by Packager.

• Status - Select one of the following:

  • Active - Active templates create serial numbers.
  • Inactive - Inactive templates do not create serial numbers.

Generated Random List templates format random lists of serial numbers. Serial numbers are not sequential (i.e. 5000, 5050, 5075, 5080).

• Template Type - Generated Random List.

• Status - Select one of the following:

  • Active - Active templates create serial numbers.
  • Inactive - Inactive templates do not create serial numbers.

• SNX Maximum Request Quantity - This limits the amount of serial numbers in a single request to improve performance (limit 500,000). Large amounts of serial numbers might take several hours to generate. TraceLink denies requests for larger amounts of serial numbers from Serial Number Exchange Partners.

• Serial Number Prefix - This supports the products with a target market of Russia, product type of Food Supplement, and a production type of Imported have the serial number prefix set to 5 by default.

  When the Serial Number Prefix text field is configured, the Use Site Prefix checkbox in the Templates table is disabled.

  When the target market is not Russia, the Serial Number Prefix is editable, must be a maximum of 4 alphanumeric characters and cannot start with zero for GTIN 14 and NTIN packaging codes, and Generated Random List template. It's a non-mandatory field.

• Serial Number Length - Select a value from 5 to 20 (default 12).

  A Serial Number Length of at least 10 is recommended to ensure randomness.

  Read-only with a value of 13 if Use Crypto Codes is selected.

• Uniqueness - Ensures serial number uniqueness by one of the following:

  Uniqueness cannot be changed from Packaging Code to Company/Location ID or Company/Location ID to a different Company/Location ID.

  • Each Serial Number is unique within Packaging Code - (default) Industry best practice is to leverage serial number uniqueness by Packaging Code. Serial numbers generated are unique to all products with the same packaging code (e.g. FluMed 30mg 20 ct. and FluMed 10mg 10 ct. have different product codes, so they could share a serial number).
  • Each Serial Number is unique across all products manufactured by company - The option to create unique serial numbers via a Company ID or Location ID is available to all users but is necessary for companies that plan to distribute product in a country that requires serial number uniqueness by Company ID or Location ID. Serial numbers generated are unique to all products manufactured by the company or its locations (e.g. FluMed 30mg 20 ct. and FluMed 10mg 10 ct. are made by the same company, so they will have different serial numbers).
    • Manufacturer - Either the Company or Location ID as it displays in Company Master Data.

• Characters - Upper Case Letters (A-Z) or Lower Case Letters (a-z) - Select letters to exclude from serial numbers. Letters I, J, L, O, Q, and U are excluded by default. This reduces potential confusion with other letters that look similar on printed labels.

  

• Templates - This section determines where serial numbers are assigned, the minimum and maximum amount of serial numbers allowed before replenishment is requested, whether the template is active (available for use), and whether serial numbers must meet Russia's crypto code requirement. Select the following attributes:

  • Assign Serial Numbers to - Choose a packaging location that uses the serial numbers:

    • General Pool - (default) Templates for the General Pool, containing serial numbers that can be exchanged with multiple packaging locations.
      • Use Crypto Codes - Select if serial numbers must include crypto codes (i.e. encrypted identification numbers) generated by Kazakhstan's, Russia's, Russia BAFS's, or Uzbekistan's Order Management System (OMS). Displays only if the company owns the Kazakhstan Crypto Codes, Russia Crypto Codes, Russia BAFS Crypto Codes, or Uzbekistan Crypto Codes application, the Packaging Code Type is GTIN-14, and the Packaging Code has a Target Market of Kazakhstan, Russia, or Uzbekistan in Product Master Data. If enabled for Russia and Russia BAFS, also select the way that the company pays for crypto codes from the drop-down:
        • Free - The company receives crypto codes from the OMS free of charge.
        • Prepaid - The company pays for crypto codes in advance, before requesting them from the OMS.
        • Paid on Utilisation - The company pays for crypto codes as they use them when commissioning serial numbers.

        Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

    • [Location Name] - Serial numbers generated for a specific location. Only packaging locations that are Partners in Serial Number Exchange display in the drop-down menu.
      • Use Site Prefix - For packaging locations with a site prefix in Serial Number Exchange, select to use the site prefix for that location.

      Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

      If Use Crypto Codes is selected, serial numbers provisioned through the template become available to locations (i.e. enter the Unreserved state) only after TraceLink receives their associated crypto codes.

    External Serial Number Manager Will Push Numbers Without a Request must be selected to successfully receive serial numbers containing crypto code and crypto key information that have been manually retrieved from the Kazakhstan, Russia, Russia BAFS, or Uzbekistan Order Management Systems.

  • Minimum Threshold - The lowest amount of serial numbers allowed in the repository. When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold. Enter up to 9 digits.
  • Maximum Threshold - The maximum amount of serial numbers allowed in the repository. When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold. Enter up to 9 digits. Use a value between the Minimum Threshold and 10,000,000.

  • Status - Template status:

    • Active - (default) Templates that format serial numbers.
    • Inactive - Templates that do not format serial numbers.

      Serial Number Manager does not create, import, replenish, nor provision serial numbers in response to a serial number request for inactive templates.

1. Select the Packaging Code Type drop-down menu. Depending on the selection, different fields display. See each drop-down for desired Packaging Code Types.
   CN-ResCode

   • Select CN-ResCode.
     1. Select a Packaging Code from the drop-down.
     2. Proceed to step 2.
   GS1 Company Prefix

   • Select GS1 Company Prefix.
     1. Enter a Packaging Code in the text field.
     2. Select a filter value from the drop-down.
     3. Select an Extension Digit from drop-down.
     4. Proceed to step 2.
   GTIN-14

   • Select GTIN-14.
     1. Enter a Packaging Code in the drop-down.
     2. Proceed to step 2.
   NTIN

   • Select NTIN.
     1. Select a Packaging Code from the drop-down.
     2. Proceed to step 2.
2. Select the Template Type drop-down menu. Depending on the selection, different fields display. See each drop-down for desired template types.
   Auto-Replenished By Other Serial Number Manager

   • Select Auto-Replenished By Other Serial Number Manager
     1. Enter the SNX Maximum Request Quantity in the text field.
     2. Enter a number of hours in the Notify After text field.
     3. Select the Request From drop-down menu.
     4. Select one of the following:
        • External Serial Number Manager Will Push Numbers Without a Request
        • Packaging Sites Must Request Serial Numbers with a Production Order
          
     5. Select the Assign Numbers To drop-down menu.
        • If General Pool is selected, select the Use Crypto Codes checkbox.

          or

        • If a specific Serial Number Exchange packaging location is selected:

          1. Select the Use Site Prefix checkbox, and then enter the site prefix in the text field.

          2. Select the Use Crypto Codes checkbox.

             Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

     6. Enter a number in the Minimum Threshold text field.
     7. Enter a number in the Maximum Threshold text field.
     8. Select a status button.
     9. Proceed to step 3.
   Generated Sequential List

   • Select Generated Sequential List or proceed to step a, c, d, e, f, or g.
     1. Select one of the following Status buttons:
        • Active
        • Inactive
     2. Enter the SNX Maximum Request Quantity in the text field.
     3. Select the Assign Numbers To drop-down menu.
        • If a specific Serial Number Exchange packaging location is selected, select the Use Site Prefix checkbox, and then enter the site prefix in the text field.
     4. Enter the Starting Serial Number in the text field(whole number required).
     5. Select a status button.
     6. Proceed to step 3.
   Generated Sequential Range

   • Select Generated Sequential Range
     1. Select one of the following Status buttons:
        • Active
        • Inactive
     2. Enter the SNX Maximum Request Quantity in the text field.
     3. Select the Assign Numbers To drop-down menu.
        • If a specific Serial Number Exchange packaging location is selected, select the Use Site Prefix checkbox, and then enter the site prefix in the text field.
     4. Enter the Starting Serial Number in the text field (whole number required).
     5. Select a status button.
     6. Proceed to step 3.
   Manually Imported List

   • Select Manually Imported list.
     1. Enter the SNX Maximum Request Quantity in the text field.
     2. Select the Assign Numbers To drop-down menu.
        • If a specific Serial Number Exchange packaging location is selected, select the Use Site Prefix checkbox, and then enter the site prefix in the text field.
     3. Enter a number in the Minimum Threshold text field.
     4. Select a status button.
     5. Proceed to step 3.
   Provisioned By Packager

   • Select provisioned by packager.
     1. Select a status button.
     2. Proceed to step 3.
   Generated Random List

   • Select Generated Random List.
     1. Select a status button.
     2. Enter the SNX Maximum Request Quantity in the text field.

     3. Enter the Serial Number Prefix in the text field.

        For the products with a target market of Russia, product type of Food Supplement, and a production type of Imported have the serial number prefix set to 5 by default. When the target market is not Russia, the SerialNumberPrefix, a non-mandatory field, must be a maximum of 4 alphanumeric characters and cannot start with zero for GTIN 14 and NTIN packaging codes, and Generated Random List template.
     4. Select the Serial Number Length drop-down menu, and choose a number.
     5. Select one of the following Uniqueness buttons:
        1. Each Serial Number is unique within Packaging Code
        2. Each Serial Number is unique across all products manufactured by company
           1. Enter the Manufacturer in the type-ahead field.
     6. (Optional) Select any of the following check boxes:
        • Upper Case Letters (A-Z).
        • Lower Case Letters (a-z).
     7. Select the check boxes of any letters to exclude (from serial numbers).
     8. Select the Assign Numbers To drop-down menu.
        • If General Pool is selected, select the Use Crypto Codes checkbox, and then select the way that the company pays for crypto codes from the drop-down.

          Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

          or

        • If a specific Serial Number Exchange packaging location is selected:

          1. Select the Use Site Prefix checkbox, and then enter the site prefix in the text field.

          2. Select the Use Crypto Codes checkbox, and then select the way that the company pays for crypto codes from the drop-down.

             Use Crypto Codes can be selected only if the Kazakhstan Target Market, Russia Target Market for Food Supplement products, or Uzbekistan Target Market has a Production Type of Imported in Product Master Data. A location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both for Russia pharmaceutical products.

     9. Enter a number in the Minimum Threshold text field.
     10. Enter a number in the Maximum Threshold text field.
     11. Select a status button.
     12. Proceed to step 3.
3. Select the Submit button.

   The View Serial Number Templates screen displays with a confirmation message.