How a Pharmaceutical Manufacturer and CMO that both own TraceLink serialization apps establish a Link when the CMO generates the serial numbers

You are a CMO onboarding a Pharmaceutical Manufacturer that also owns TraceLink serialization apps, and you generate the serial numbers. See the Pharmaceutical Manufacturer prerequisites.

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The CMO must perform the following tasks before onboarding a Pharmaceutical Manufacturer that also owns TraceLink serialization apps, when the CMO generates serial numbers. Some of the tasks below must be completed by the CMO's TraceLink Technical Consultant.

Configure Integration

  • A Technical Consultant must set up and test the B2B connection for message exchanges between the companies before any of the following steps can be taken.

    Create a Support ticket in the Customer Success Portal or email case@tracelink.com to update a map after going to production.

  • A Technical Consultant must set up any Configurable Workflows that are required for the integration if the Pharmaceutical Manufacturer is not using TraceLink as its System of Record (SOR).

Add Internal Location Information

Add master data and identifiers for the company's internal locations to Master Data Exchange and Company Administration.

  1. Go to Master Data Exchange > Company.
  2. Select the Add Location link in the Actions column.

    Add a GLN identifier for the company and an SGLN identifier for each location to ship product in Serialized Operations Manager.

and

  1. Go to Company Administration > Partners.
  2. Select the Set Identifiers link in the Actions column for the company.
  3. Add the identifiers for the locations.
  4. Go to Company Administration > Locations.
  5. Select Can participate in TraceLink applications for each location.

Add Internal Locations to Serial Number Exchange

Add internal locations as Partners to the company's Serial Number Exchange app so that the locations can send commissioning and aggregation data.

  1. Go to Management > Applications.
  2. Select the Partners icon () in the Actions column for the correct app.
  3. Select Partner.

Enable Event Workflows

Enable Serialized Operations Manager event workflows to prompt TraceLink to send commissioning, aggregation, and shipping information to the Pharmaceutical Manufacturer when a shipment occurs.

  1. Go to Company Administration > Workflow.
  2. Enable the following workflow:
    • Event – Transfer Shipment
    • Event Source – [CMO] Serialized Operations Manager
    • Resulting Action – Generate SOM Shipment EPCIS Messages
    • System Type – CMO workflow

This flowchart displays the steps to successfully establish and configure a Link between a Pharmaceutical Manufacturer and a CMO that both own TraceLink serialization apps, when the CMO generates the serial numbers.

This configuration is also called "service-to-service."

Step 1: Add Partner Information

Add the CMO's company and location information to Master Data Exchange and Company Administration.

  1. Go to Master Data Exchange > Partner.
  2. Select the Add Partner Company button.

    If the partner doesn't exist in the Manage Partners page, Add Partner Company adds the partner to the Manage Partners page. When you add an identifier for the partner in Partner Master Data, the partner finds the corresponding Company and adds it to the proper entry in the Manage Partners page.

Step 2: Add the CMO to Serialized Operations Manager

Invite the CMO to link to Serialized Operations Manager. Contact the CMO's Technical Consultant to see whether the CMO should be added to each app at the company level or the location level.

  1. Go to Management > Applications.
  2. Select the Partners icon () in the Actions column for the correct app.
  3. Select Partner.

Step 3: Accept the Pharmaceutical Manufacturer's Link Invitation

Accept the Pharmaceutical Manufacturer's Serialization Operations Manager Link invitations at the company level.

  • Go to Application Settings > Link Invitations.

Step 4: Configure the Link to the Pharmaceutical Manufacturer's App

The identifiers in the CMO's Link to Serialized Operations Manager must match the identifiers that the Pharmaceutical Manufacturer uses in that app.

  1. Go to Company Administration > Services.
  2. Select the Configure Subscription link in the Actions column for the correct Link.

    Make sure that the SOM Serialized Sales Shipment Event on the "Transaction Delivery Rules" tab is enabled to automatically deliver messages.

Step 5: Add Products

Add product master data for the products that the CMO manufactures on behalf of the Pharmaceutical Manufacturer. This product master data must match the product master data entered by the Pharmaceutical Manufacturer.

  1. Go to Master Data Exchange > Products.
  2. Select the Add Product button.

Step 6: Add Partner Information

Add the Pharmaceutical Manufacturer's company and location information to Master Data Exchange and Company Administration.

  1. Go to Master Data Exchange > Partner.
  2. Select the Add Partner Company button.

    If the partner doesn't exist in the Manage Partners page, Add Partner Company adds the partner to the Manage Partners page. When you add an identifier for the partner in Partner Master Data, the partner finds the corresponding Company and adds it to the proper entry in the Manage Partners page.

Step 7: Add the Pharmaceutical Manufacturer to Serialized Operations Manager

Invite the Pharmaceutical Manufacturer to link to Serialized Operations Manager to transfer product. Contact the CMO's Technical Consultant to see whether the CMO should be added to each app at the company level or the location level.

  1. Go to Management > Applications.
  2. Select the Partners icon () in the Actions column for the correct app.
  3. Select Partner.

Step 8: Accept the CMO's Link Invitation

Accept the CMO's Serialized Operations Manager Link invitation.

  • Go to Application Settings > Link Invitations.

Step 9: Configure the Link to the CMO's App

The identifiers in the Pharmaceutical Manufacturer's Links to Serialized Operations Manager must match the identifiers that the CMO uses in that app.

  1. Go to Company Administration > Services.
  2. Select the Configure Subscription link in the Actions column for the correct Link.

    Make sure that the SOM Serialized Sales Shipment Event on the "Transaction Delivery Rules" tab is enabled to automatically deliver messages.

Step 10: Create Serial Number Templates

Create Generated Random List or Generated Sequential List templates to generate serial numbers for the Pharmaceutical Manufacturer's product.

  1. Go to Serial Number Manager.
  2. Select the Add New Template button.

Assign numbers to the General Pool for maximum efficiency.

Step 11: Add Serial Number Templates to the Internal Locations

Add the templates for each packaging code that the CMO's internal locations need.

  1. Go to Serial Number Exchange > Manage Profiles.
  2. Select the [Company Name] - [Location Name] link in the ServiceLink column for the CMO location.
  3. Select the Add Packaging Codes button.

Step 12: Test Serial Number Messages – Transfer Commissioned Serial Numbers

Request, commission, and transfer serial numbers to the Pharmaceutical Manufacturer to make sure that the Link is configured correctly.

  1. Go to Serial Number Exchange > Request Numbers to request serial numbers from the Pharmaceutical Manufacturer.
  2. Go to Serial Number Exchange > Commission Numbers to commission serial numbers for finished product.
  3. Go to Serialized Operations Manager > Outbound Movement and select the Create Delivery link to transfer the serial numbers to the Pharmaceutical Manufacturer.

    Ensure the following:

    • The delivery has a Sale Type of Transfer - In Country or Transfer - Export.
    • The following fields have the correct identifiers:
      • The From Business should be the Pharmaceutical Manufacturer's GLN.
      • The Ship From Location should be the CMO location's SGLN.
      • The To Business should be the Pharmaceutical Manufacturer's GLN.
      • The Ship To Location should be the Pharmaceutical Manufacturer location's SGLN.

Step 13: Test Serial Number Messages: Receive Transferred Serial Numbers

Receive the transfer delivery from the CMO to make sure that the Link is configured correctly.

  1. Go to Serialized Operations Manager > Inbound Movement.
  2. Select the Create Receipt link.