How-Tos

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Fill in one or more of the following search fields:
   • Packaging Code Type - The format of the packaging code (this value corresponds to the type of serial number that the product requires):

     • All - (default) All templates, regardless of type.

     • CN-ResCode - Templates that format serial numbers containing a ResCode.

     • GS1 Company Prefix - Templates that format serial numbers containing a GS1 identifier for a company based on the selection in the Packaging Code field.

     • GTIN-14 - Templates that format serial numbers containing a 14-digit Global Trade Item Number that identifies a shipping container.

     • NTIN - Templates that format serial numbers containing a Nordic/National Trade Item Number.

   • Packaging Code - The numeric value that corresponds to the packaging of a particular product (e.g. bottle of 100, blister pack of 25).

     Each Packaging Code uses only one template.

   • Description - The user-assigned description associated with the packaging code (e.g. Allergy Med 90 MG Caps 30).

     TraceLink searches Master Data Exchange for matching descriptions.

   • 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.

   • Template Type - Templates that generate serial numbers according to the type of list (sequential, random, manual import, provisioned by packager), or templates that support automatic replenishment from external serial number managers.

     • All - (default) All templates.
     • Auto-Replenished by Other Serial Number Manager - Templates that support auto-replenishment from an external serial number manager.
     • Generated Random List - Templates that format random (non-sequential) serial number lists (e.g. 5000, 5050, 5075, 5080).
     • Generated Sequential List - Templates that format sequential serial number lists (e.g. 1000, 1001, 1002).
     • Generated Sequential Range - Templates that format a range of sequential serial numbers (e.g. 5000 - 6000).
     • Manually Imported List - Templates that support importing lists of serial numbers that an external serial number manager generates.
     • Provisioned By Packager - Templates that support provisioning of serial numbers by the packager (provisioning occurs outside of the manufacturer).

   • Target Market - The country market that the product is distributed in.
   • Packaging UOM - The unit of measurement for the package.
     • Primary
     • Each
     • Inner Pack/Bundle
     • Case Shipper
     • Pallet
   • Item Code Type - The type of item code.
   • Item Code - The product item code that the serial numbers are commissioned for.
   • Serial Numbers Assigned To - Templates that generate serial numbers for a specific location.
     • All - (default) Templates where serial numbers are available for use by all Partner locations.
     • General Pool - Templates where serial numbers are available for use by all Partners in Serial Number Exchange.
     • Location - A specific Partner (e.g. manufacturing location or packaging facility).

       Only for the Auto-Replenished by Other Serial Number Manager or Manually Imported List template types.

   • Product Name - The user-assigned product name.
3. Select the Search button.

   The results display in the table.

• Select the Edit Template link in the Actions column to access the Edit Template screen.
• Select the View Import History link in the Actions column for any row with a Template Type of Manually Imported List to access the View Import History screen.
• Select the View Replenishment History link in the Actions column for any row with a Template Type of Auto-Replenished to access the View Replenishment History screen.

• Each template must have a Packaging Code in Product Master Data.
• Site Prefixes must be set in Serial Number Exchange before being assigned to a template.
• Auto-Replenished Templates:
  • Add each external serial number manager as a Partner in Serial Number Manager by:
    1. Configuring a Simple Object Access Protocol (SOAP) Web Services Definition Language (WSDL) file.
    2. Specifying a Java class file.
    3. Adding the authentication parameters for the external serial number manager.

    See the Management Help for more information.

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Auto-Replenished By Other Serial Number Manager from the Template Type drop-down.
   2. Enter an SNX Maximum Request Quantity of 500,000 or less to limit the amount of serial numbers in a single request, which improves performance.

      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.

   3. Enter the number of hours to wait before notifying users when no response returns from the external serial number manager in the Notify After field.
   4. Select the Serial Number Manager Partner that provides numbers from the Request From drop-down.
   5. Select one of the following (optional):
      • 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.
   6. In the Templates table:

      1. Select the packaging location to Assign Numbers to:

         • 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. Select the Use Site Prefix checkbox to include the location's site prefix, if available in Serial Number Exchange (optional).
      2. If serial numbers must include crypto codes (i.e. encrypted identification numbers) generated by Russia's CRPT Order Management System (OMS), select the Use Crypto Codes checkbox below the pool that the template is assigned to. Displays only if the company owns the Russia Crypto Codes application, the Packaging Code Type is GTIN-14, and the Packaging Code has a Target Market of Russia in Product Master Data.

         A single location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both.

         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.

      3. If serial numbers must include crypto codes (i.e. encrypted identification numbers) generated by Uzbekistan or Kazakhstan's Order Management System (OMS), select the Use Crypto Codes checkbox below the pool that the template is assigned to. Displays only if the Packaging Code Type is GTIN-14, and the Packaging Code has a Target Market of Uzbekistan or Kazakhstan in Product Master Data.

         A single location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both.

         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.

      4. Enter the lowest amount of serial numbers allowed in the repository in the Minimum Threshold field, with up to 9 digits.

         When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold.

      5. Enter the maximum amount of serial numbers allowed in the repository in the Maximum Threshold field, with up to 9 digits ranging between the Minimum Threshold and 10,000,000.
      6. Select the 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.

      7. Select the Add Another Template link and repeat the previous steps to create additional templates for this packaging code (for segment system-generated serial numbers by packaging locations).
5. Select the Submit button.

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

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Generated Sequential List from the Template Type drop-down.
   2. Select the 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.

   3. Enter an SNX Maximum Request Quantity of 500,000 or less to limit the amount of serial numbers in a single request, which improves performance.

      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.

   4. In the Templates table:

      1. Select the packaging location to Assign Numbers to:

         • 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. Select the Use Site Prefix checkbox to include the location's site prefix, if available in Serial Number Exchange (optional).
      2. Select the Site Prefix for individual packaging locations (required if Assign Numbers to is a [Location Name]).
      3. Enter the Starting Serial Number for each template that is marked Active, with up to 9 digits.

         Cannot be changed after serial numbers are issued.

      4. Select the 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.

      5. Select the Add Another Template link and repeat the previous steps to create additional templates for this packaging code (for segment system-generated serial numbers by packaging locations).
5. Select the Submit button.

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

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Generated Sequential Range from the Template Type drop-down.
   2. Select the 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.

   3. Enter an SNX Maximum Request Quantity of 500,000 or less to limit the amount of serial numbers in a single request, which improves performance.

      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.

   4. In the Templates table:

      Select the packaging location to Assign Numbers to:

      • 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. Select the Use Site Prefix checkbox to include the location's site prefix, if available in Serial Number Exchange (optional).
      1. Select the Site Prefix for individual packaging locations (required if Assign Numbers to is a [Location Name]).
      2. Enter the Starting Serial Number for each template that is marked Active, with up to 9 digits.

         Cannot be changed after serial numbers are issued.

      3. Select the 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.

      4. Select the Add Another Template link and repeat the previous steps to create additional templates for this packaging code (for segment system-generated serial numbers by packaging locations).
5. Select the Submit button.

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

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Manually Imported List from the Template Type drop-down.
   2. Enter an SNX Maximum Request Quantity of 500,000 or less to limit the amount of serial numbers in a single request, which improves performance.

      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.

   3. In the Templates table:

      1. Select the packaging location to Assign Numbers to:

         • 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. Select the Use Site Prefix checkbox to include the location's site prefix, if available in Serial Number Exchange (optional).
      2. Enter the lowest amount of serial numbers allowed in the repository in the Minimum Threshold field, with up to 9 digits.

         TraceLink sends a notification when the serial number pool drops below the Minimum Threshold.

      3. Select the 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.

      4. Select the Add Another Template link and repeat the previous steps to create additional templates for this packaging code (for segment system-generated serial numbers by packaging locations).
5. Select the Submit button.

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

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Provisioned by Packager from the Template Type drop-down.
   2. Select the 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.

5. Select the Submit button.

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

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

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select Add New Template.

   The Add Template screen displays.

3. Under "Packaging Code Information":
   1. Select the Packaging Code Type that corresponds to the type of serial number the product requires.
      • 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.
   2. Enter the Packaging Code value.
   3. If the Packaging Code Type is GS1 Company Prefix:
      1. Enter a Description of the Packaging Code.
      2. Select a Filter Value between 0-7 from the drop-down.
      3. Select an Extension Digit between 0-9 from the drop-down.

      4. Select the Encoding Type from the drop-down (optional):

         • 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.
4. Under "Template Information":
   1. Select Generated Random List from the Template Type drop-down.
   2. Select the 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.

   3. Enter an SNX Maximum Request Quantity of 500,000 or less to limit the amount of serial numbers in a single request, which improves performance.

      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.

   4. 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.
   5. Select the Serial Number Length from the drop-down.

      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.

   6. Select how the serial number Uniqueness is generated:

      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).
        • Enter the company or location identifier of the Manufacturer as entered in Company Master Data.
   7. Select the alpha Characters that the serial numbers can include (optional):
      • Upper Case Letters (A-Z)
      • Lower Case Letters (a-z)
   8. Select the individual letters to exclude from the serial numbers if either Characters checkbox is selected (optional).
   9. In the Templates table:

      1. Select the packaging location to Assign Numbers to:

         • 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. Select the Use Site Prefix checkbox to include the location's site prefix, if available in Serial Number Exchange (optional).
      2. If serial numbers must include crypto codes (i.e. encrypted identification numbers) generated by Russia's CRPT Order Management System (OMS):
         1. Select the Use Crypto Codes checkbox below the pool that the template is assigned to. Displays only if the company owns the Russia Crypto Codes application, the Packaging Code Type is GTIN-14, and the Packaging Code has a Target Market of Russia in Product Master Data.

            If the template is for a product that has a Russia Target Market with a Production Type of Locally Manufactured in Product Master Data, the template must be assigned to exactly one location and cannot be assigned to General Pool. A single location can Use Crypto Codes for either an Imported or Locally Manufactured product, but not both.

         2. Select the way that the company pays for crypto codes from the drop-down. Displays only if the Use Crypto Codes checkbox is selected:
            • 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.

         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.

      3. Enter the lowest amount of serial numbers allowed in the repository in the Minimum Threshold field, with up to 9 digits.

         When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold.

      4. Enter the maximum amount of serial numbers allowed in the repository in the Maximum Threshold field, with up to 9 digits ranging between the Minimum Threshold and 10,000,000.

         When the number of serial numbers reaches the Minimum Threshold, TraceLink requests more numbers to return the balance to the Maximum Threshold.

      5. Select the 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.

      6. Select the Add Another Template link and repeat the previous steps to create additional templates for this packaging code (for segment system-generated serial numbers by packaging locations).
5. Select the Submit button.

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

• Internal locations and external Partners can now request serial numbers through Serial Number Exchange.

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Select the Import Serial Number Templates icon () in the top-right.

   The Import Templates screen displays.

3. Select the Choose File button.
4. Browse for and select the desired Serial Number Templates File (see Formatting the CSV for more information).
5. Select the Submit button.

   The View Serial Number Templates screen displays.

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Search for a template with a Template Type of Manually Imported List.
3. Select the Import List link in the Actions column.

   The Import List screen displays.

4. Select the Choose File button.
5. Browse for and select the desired Serial Number List CSV file (see Formatting the CSV for more information).
6. Select the Submit button.

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

• Select the View Import History link in the Actions column for that template to download the serial numbers later.

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Search for a template with a Template Type of Auto-Replenished.
3. Select the View Replenishment History link in the Actions column.

   The View Replenishment History screen displays.

4. Enter the Last Updated on or After for the replenishment report.
5. Enter the Last Updated on or Before for the replenishment report.

6. Select the Search button.

   The results display in the table.

• The Quantity Currently Available must be less than the Min Threshold.

1. Hover over Modules in the top menu, and select Serial Number Manager.

   The View Serial Number Templates screen displays.

2. Search for a template with a Template Type of Auto-Replenished.
3. Select the View Replenishment History link in the Actions column.

   The View Replenishment History screen displays.

4. Select the Request Replenishment button.

   • Serial Number Manager requests more serial numbers from the Partner.

   • The following confirmation message displays: "A request for ([Max Threshold] - [Qty Currently Available] serial number has been sent to the serial number manager system. This request could take several hours - check back later to see if a response has been received."
   • The button is disabled.
   • The request displays in the table.