Walkthrough: Perform a Usage to Origin Item Recall
This walkthrough demonstrates the steps that are required to setup and create a usage to origin Item Recall.
For information about an origin to usage recall, see Walkthrough: Performing an Origin to Usage Item Recall.
Story
A customer has notified the JF Company that a shipment they received of YOGIES White Fudge Pretzels was found to have some plastic in one of the packages. The JF Company must see where the item originated from so that they can try to find where the problem occurred.
From the customer's sales shipment document, the JF Company can see that the item number for the YOGIES was F100240 and the lot number was LOT0000338. Using that information, the JF Company can perform an item recall to see where that lot originated, what other items were used to create the finished good, and whether the item was sold to any other 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 YOGIES they had sold to a customer were found to have some plastic in one of the packages. From the customer's sales shipment document, the JF Company employee can see that the item number for the YOGIES was F100240 and the lot number was LOT0000338. Using that information, the JF Company can perform an item recall to see what items were used to manufacture the item, and if the item was sold to any other customers.
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 YOGIES F100240 LOT0000338.
On the Filters FastTab, perform the following steps:
In the Item No. Filter field, select F100240.
In the Lot No. Filter field, select LOT0000338.
In the Recall Method field, select Usage -> Origin.
The Usage -> Origin Item Recall method looks at the item, and sees where the item came from.
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 include the items that were in the recalled item. You can examine the items to see whether they are the cause of the complaint. If necessary, you can then contact the customers who purchased the item.
To view details about the item recall, choose Navigate > Item Recall Details.
The contaminated YOGIES 18/5OZ WH FUDGE PRT DRC F100240 Finished Good (FG) item is listed, as well as all of the WIP and RAW items that were used to create the F100240 item, and the customers who purchased the item.
You can see the items that were part of the parent item. For example, the F100240 item includes the W100520 item, and the W100520 item includes the W100120 and R100270 items. You can see how RAW items came into inventory, for example, the R100440 item was purchased from the 1002 vendor.
The Duplicate check box indicates that the line has been listed above.
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: Set Up and Send a General Notification for a Posted Item Recall.