Walkthrough: Perform an Origin to Usage Item Recall
This walkthrough demonstrates the steps that are required to setup and create an origin to usage Item Recall.
To view a usage to origin Item Recall walkthrough, see Walkthrough: Performing an Usage to Origin Item Recall.
Story
A vendor has notified the JF Company that a shipment of ENRICHED WHEAT FLOUR item was contaminated. From the purchase receipt, the JF Company can see that the item number for the flour was R100440 and the lot number was LOT0000332. Using that information, the JF Company can perform an item recall to see where that lot was used. The item recall will display where the R100440 item is located, and if the item was used in any Work-In-Progress (WIP) or Finished 1. Good (FG) items, and if any of those items were sold to customers. The JF Company can then start their item recall Process.
Prerequisites
On the Item Card page, lot tracking must be set up and in use for all RAW, WIP, and FG items.
On the No. Series page, number series have been created for Item Recalls (RECALL) and posted Item Recalls (RECALL-P). For more information, see Create Number Series.
(Optional) To send an email notification when an item recall is posted, set up an Item Recall general notification. For more information, see Set up an Item Recall general notification.
Assign a number series to Item Recalls
The number series determines the number that will be assigned to new and posted item recalls.
To assign a number series to Item Recalls
Choose
, enter quality setup, and then choose the related link.The Quality Setup page opens.
On the Numbering FastTab, perform the following steps:
In the Item Recall Nos. field, select RECALL.
This number series is used to determine the number that is assigned to Item Recalls.
In the Posted Item Recall Nos. field, select RECALL-P.
This number series is used to determine the number that is assigned to posted item recalls.
Create an Item Recall
The JF Company received a notice that some flour they had purchased had been contaminated at the vendor's warehouse. From the purchase receipt, the JF Company employee can see that the item number for the flour was R100440 and the lot number was LOT0000332. Using that information, the JF Company can perform an item recall to see where that lot was used.
To create an item recall
Choose
, enter item recalls, and then choose the related link.The Item Recalls page opens.
On the action bar, choose New.
The Item Recall page opens.
On the General FastTab, in the Description field, enter Flour Recall Lot# LOT0000332.
On the Filters FastTab, perform the following steps:
In the Item No. Filter field, select R100440.
In the Lot No. Filter field, select LOT0000332.
In the Recall Method field, select Origin -> Usage.
The Origin->Usage Item Recall method looks at the item, and sees where the item went. For example, the recall lines may display a purchased item, where the item was used, and then where the item was sold.
On the action bar, choose Process > Recall.
The items matching the filter values are returned.
The Lines section displays the customers who purchased the recalled item, and which locations contain the recalled item. You can then contact the customers as required, and remove the affected items from inventory.
To view details about the item recall, choose Navigate > Item Recall Details.
The contaminated ENRICHED WHEAT FLOUR R100440 raw item is listed, as well as all of the WIP and FG items that used the ENRICHED WHEAT FLOUR R100440 item.
Post the item recall
After the Item Recall is created and performed, to indicate that the Item Recall is completed, you can post the Item Recall.
To post an item recall
On the Item Recall page, on the action bar, choose Process > Post and Print.
A dialog box appears and displays the following question:
Do you want to post and print the Item Recall?
To post the item recall, choose Yes.
The item recall is posted, and can now be found on the Posted Item Recalls page.
View the Customer Contact Information
On the Posted Item Recall report, you can view customer contact information.
If a shipping address exists, that is the address printed on the report.
To view the customer contact information
On the Item Recall page, on the action bar, choose Report > Print > Item Recall.
The Posted Item Recall page opens.
In the Show Recalls field, select one of the following values:
All: Displays the customer recalls and the on-hand inventory recalls.
Customer: Displays the customer recalls.
Location: Displays the on-hand inventory recalls.
To view the report, choose Send to, Print, or Preview.
If an Item Recall workflow was set up, the defined user will receive an email message indicating that an Item Recall was posted. To learn how to send an email for a posted item recall, see Walkthrough: Setting Up and Sending a General Notification for a Posted Item Recall.