In the Serialized Manufacturing application, you can manage the Contract Manufacturing Organizations (CMOs):

  • You can register the CMO that performs manufacturing activities on behalf of your company.
  • You can establish a partnership with a CMO in Movilitas.Cloud.
  • You can select the products that the CMO can produce.
  • You can assign serials to the CMO per product that they must use during manufacturing.
  • You can export the assigned serials to a downloadable CSV file.


List of Procedures


Creating a CMO


You can register the CMOs that manufacture products on behalf of your company by giving their master data and the list of products.


Procedure


1. In the Serialized Manufacturing application, select Site managementCMOs tab. The application displays the list of CMOs and the Create CMO panel.


Note: When viewing the details of a CMO, you can open the Create CMO panel by clicking Create.



2. Under the Master data tab, fill in the form as described below. The required fields are marked with an asterisk (*) in the form.


FieldDescription
CMO nameEnter the CMO name.
CMO IDEnter an identifier for the CMO. This ID is the one that you would give for the CMO in the Melior Gateway. It can be useful, for example, when there are multiple CMOs with the same name but with different addresses. The ID helps the application to identify the CMO.
CityEnter the city where the CMO is located.
StreetEnter the street. The form offers three rows (levels) for the street data.
StateEnter the state.
ZIP codeEnter the postal code.
Select countrySelect the country. Start entering the country name to filter on the countries.
Produceable products

Select the products that the CMO can produce on your behalf. The application displays a prefiltered list of 10 products in the drop-down but you can search for any product by entering the product code or the product name in the search field.


You can assign the same product to multiple CMOs.

Collaboration channelSelect a previously configured TraceLink Partner channel. This setting is required when the CMO sends the shipping file to you in TraceLink.
SGLN numberEnter the location number of the CMO in the SGLN format: <GS1 company prefix>.<location reference>.<extension or "0" when no extension>.


For example, "1234567.00012.0".


Applicable when a collaboration channel (TraceLink Partner channel) is selected. If the CMO sends a shipping file to you in TraceLink, this field is required.


3. Click Save. The CMO is created and added to the list.



Next Steps


Do one of the following:


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Establishing a Partnership with a CMO in Movilitas.Cloud


By establishing a partnership in Movilitas.Cloud, the MAH and the CMO are integrated within Movilitas.Cloud with their customized views and functions. The partnership enables the MAH and the CMO to exchange data in an efficient, controlled, and secure manner.


You can invite a CMO to be a partner in Movilitas.Cloud by providing the contact email address.

  • If the CMO does not have a tenant in Movilitas.Cloud, the CMO registers a tenant. Depending on the payment model, the CMO becomes a full-paying customer in Movilitas.Cloud or the MAH that sent the invitation pays the invoices and the CMO is in "Partner" mode. Then, the CMO accepts the invitation and gets access to the Serialized Manufacturing application in a customized view.
  • If the CMO already has a tenant in Movilitas.Cloud, the CMO reviews the partner request, accepts the invitation, and gets access to the Serialized Manufacturing application in a customized view.


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find and select the CMO to view its details. The application displays the master data of the CMO on the Update CMO panel, the empty Invite partner panel, and the list of exported files on the Exported Files panel.


Example:



3. On the Invite partner panel, enter the contact email address.


Example:



4. Click Invite Partner.


CaseWhat does happen?Action
The contact email address is not known in the system.The application sends a registration email to the address.

The CMO has to register a tenant in Movilitas.Cloud and then accept the partner request.

Until the partner request is accepted, the request is in pending status.

Example:

Track the status of the partner request on the Tenant Dashboard, under the Partner management tab.

You can cancel the request by clicking on the cancel icon on the right.
The contact email address belongs to one tenant in Movilitas.Cloud.The application sends a partner review request email to the address.

Note: The email address must belong to a user with the “Administrator” role so that the partnership can be established.

Until the partner request is accepted, the request is in pending status.

Example:

Track the status of the partner request on the Tenant Dashboard, under the Partner management tab.

You can cancel the request by clicking on the cancel icon on the right.
The contact email address belongs to multiple tenants in Movilitas.Cloud.The application displays the Multiple partner options window to select a tenant from the list.

1. Select a tenant and click Confirm.
  • After the tenant is selected, the application sends a partner review request email to the address. Note: The email address must belong to a user with the “Administrator” role so that the partnership can be established.
  • Until the partner request is accepted, the request is in pending status.
  • You can cancel the request by clicking on the cancel icon on the right.

2. Track the status of the partner request on the Tenant Dashboard, under the Partner management tab.

You can cancel the request by clicking on the cancel icon on the right.



Once the partner request is accepted, the partnership is live. The application displays the active partnership as follows:


IndicatorsDescriptionExample
Partnership status indicator next to the CMO name in the listThe status indicator displays the payment model in place:
  • Movilitas.Cloud customer (full-paying customer) in orange.
  • Partner in red.


If there is no partnership status indicator, that means a partnership is not established with the CMO in Movilitas.Cloud.

Invite partner panel
  • Status - Active partner.
  • Name of the tenant.
  • Payment model - Movilitas.Cloud customer (full-paying customer) versus Partner.

The following example illustrates tenant "Partner CMO" with payment model "Partner":





Next Steps


Assign serials to the CMO per product. For more information, see Assigning Serials and Exporting the Serials to a CSV File.


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Removing the Partnership with a CMO in Movilitas.Cloud


You can remove the partnership with a CMO in Movilitas.Cloud. After the partnership is removed, the integration between the MAH and the CMO is degraded. The data exchange between the MAH and the CMO in Movilitas.Cloud is canceled.


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find and select the CMO to view its details. The application displays the master data of the CMO on the Update CMO panel, the active partner on the Invite partner panel, and the list of exported files on the Exported Files panel.


3. On the Invite partner panel, click on the delete icon (Remove partner) on the right.


Example:



The application requests you to confirm the action:



4. In the confirmation window, click Yes.

  • The application removes the partnership with the CMO.
  • The data exchange between the MAH and the CMO in Movilitas.Cloud is canceled.
  • The CMO still has the tenant in Movilitas.Cloud but the configuration is not updated from the MAH anymore.


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Searching for a CMO


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Enter the CMO name in the search field.

  • The list of the CMOs is filtered based on the search criteria.
  • You can reset the filter by clicking Reset filters.

3. Select the CMO to view its details:

  • The master data on the Update CMO panel.
  • The partnership status
    • The CMO is a partner in Movilitas.Cloud
    • The CMO is not a partner yet in Movilitas.Cloud but can be invited.
  • The list of exported files containing serials on the Exported Files panel.
  • The status of serials per assigned product by clicking on the Serial management tab.


The following example illustrates the case when the CMO is not a partner in Movilitas.Cloud. In this setup, the MAH can only share the serials with the CMO by exporting them to a CSV file and then sending it outside Movilitas.Cloud. The exported CSV file(s) are listed at the bottom.



The following example illustrates the case when the CMO is a partner in Movilitas.Cloud.

  • In this setup, the MAH shares the serials with the CMO in-house.
  • The partnership status indicator shows "Partner". The MAH that invited the CMO pays the invoices.



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Assigning Serials and Exporting the Serials to a CSV File


You can assign serials to the CMO per product and then export the serials to a CSV file.

  • If the CMO is not a partner in Movilitas.Cloud, exporting the serials to a CSV file is necessary. You can share the CSV file with the CMO outside Movilitas.Cloud.
  • If the CMO is a partner in Movilitas.Cloud, the serials assigned to the CMO are automatically available in the CMO view in Movilitas.Cloud. The CMO can request these serials over the Manufacturer V2 API so you do not need to export the serials to a CSV file separately. The request over API reduces the number of serials that you can export to a CSV.


The CMO must use the assigned serials during production. The serials are taken from the serial number pool and they are unique numbers.


Before You Begin


Make sure that you have assigned the products to the CMO and that you have filled the serial number pool with serials. You can generate serials in-house by using SNM or you can request serials from SAP ATTP or SAP ICH.


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find and select the CMO to view its details. The application displays the master data of the CMO on the Update CMO panel, the Invite partner panel, and the list of exported files on the Exported Files panel.


The following example illustrates the case when the CMO is not a partner in Movilitas.Cloud:



3. Click Serial management tab. The application displays the list of products assigned to the CMO with the number of available versus assigned serials and the action buttons.


The action buttons are only active if the applicable operation is valid for the product.


Example:



4. Select a product and click on the Assign serials button on the right.



5. In the Assign serials window, enter the number of serials you want to assign.


Note: You cannot assign more serials than what is available in the pool.


In our example, we are assigning 1100 serials for the product "11223344556677 Medicine Demo Product". At this point, we have 1360 available serials and 10 serials were assigned in the past:



6. Click Save.


The application is assigning the requested amount of serials in the background and displays the progress of the operation. Depending on the specified amount, this may take some time to process the request. Once the operation is completed, the number of assigned serials is increased while the number of available serials is reduced with the specified amount.


In our example, we have assigned 1100 serials for the product "11223344556677 Medicine Demo Product". The number of available serials is reduced to 260 while the number of assigned serials is increased to 1110.



When Partnership between MAH and CMO is Set Up in Movilitas.Cloud


If the CMO is a partner in Movilitas.Cloud, the CMO can access the assigned serials in their view. If the CMO requests serials over the Manufacturer V2 API, the action reduces the number in the Assigned serials column in your view (MAH view). In this way, you can track the number of assigned serials still available to the CMO.


THE NEXT STEPS ARE NECESSARY WHEN THE CMO IS NOT A PARTNER IN MOVILITAS.CLOUD


7. Export the assigned serials to a CSV file by clicking on the Export serials to CSV button on the right.

  • If the CMO is not a partner in Movilitas.Cloud, exporting the serials to a CSV file is necessary. You can share the CSV file with the CMO outside Movilitas.Cloud.
  • If the CMO is a partner in Movilitas.Cloud, the serials assigned to the CMO are automatically available in the CMO view in Movilitas.Cloud. The CMO can request these serials over the Manufacturer V2 API so you do not need to export the serials to a CSV file separately. The request over API reduces the number of serials that you can export to a CSV file.


Example:



8. In the Export Serials window, enter the number of serials to be exported.


The window displays two numbers: 

  • The number of assigned serials, independently of the export status.
  • The number of assigned but not exported serials.



Enter the number by considering the following:

  • By default, you cannot enter a number that is greater than the number of assigned but not exported serials (the second value in the window).
  • If you want to include already exported serials in the CSV file, select the Allow already exported serials checkbox. The maximum allowed number to export is the number of assigned serials (the first value in the window). It is the user's responsibility to ensure that the serials in the CSV file are under control.


In the following example:

  • The number of assigned serials is 1110. This contains all the assigned serials, including the previously exported ones.
  • The number of assigned but not exported serials is 1100. This does not contain previously exported serials.
  • We are entering 1105 serials, so we need to select the Allow already exported serials checkbox because 5 serials will be taken from the previously exported serials.



9. Click Export. The application exports the serials to a CSV file and lists the file on the Exported Files panel at the bottom of the page.


The filename contains the following (from left to right):

  • Product code
  • CMO name
  • The number of serials exported
  • Date and time of the creation
  • (Optional) The "CanContainDuplicateSerials" text when previously exported serials are also included in the file.


The following example illustrates two CSV files. The first one at the top contains previously exported serials, while the second one does not contain previously exported serials:



Next Steps


Download the CSV file containing the exported serials. For more information, see Downloading a CSV File.



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Downloading a CSV File


The assigned serials can be exported to a CSV file that you can download from Movilitas.Cloud. After selecting a CMO from the list, the downloadable files are listed on the Exported Files panel.


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find and select the CMO to view its details. The application displays the master data of the CMO on the Update CMO panel, the Invite partner panel, and the list of exported files on the Exported Files panel.


The following example illustrates the case when the CMO is not a partner in Movilitas.Cloud:



3. On the Exported Files panel, find the file you want to download. By default, the latest file is at the top, and you can order the files by the filename.


To ensure that the list is up-to-date, click on the Refresh button at the top-right corner of the panel.



4. Click on the Download CSV File button next to the file you want to download.



5. Select a location for the file and confirm the action. The file is downloaded to your computer.


Depending on the computer OS and the editor application you are using, you may experience an auto-change in the format that you need to correct. A few examples of format changes:

  • By using Microsoft Excel on a computer running Microsoft Windows, you may experience that the product code format is changed. Apply "Text" format for the product code.
  • By using the Brackets application on a MacBook, the comma (,) separator is automatically changed to the semicolon (;) separator. Replace the separator and use the comma (,) separator.



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Updating the Master Data of a CMO


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find and select the CMO in the list you want to update. The application displays the master data of the CMO on the Update CMO panel and the Invite partner panel. 


3. Under the Master data tab, modify the fields as needed.


FieldDescription
CMO nameEnter the CMO name.
CMO IDEnter an identifier for the CMO. This ID is the one that you would give for the CMO in the Melior Gateway. It can be useful, for example, when there are multiple CMOs with the same name but with different addresses. The ID helps the application to identify the CMO.
CityEnter the city where the CMO is located.
StreetEnter the street. The form offers three rows (levels) for the street data.
StateEnter the state.
ZIP codeEnter the postal code.
Select countrySelect the country. Start entering the country name to filter on the countries.
Produceable products

Select the products that the CMO can produce on your behalf. The application displays a prefiltered list of 10 products in the drop-down but you can search for any product by entering the product code or the product name in the search field.


You can assign the same product to multiple CMOs.

Collaboration channelSelect a previously configured TraceLink Partner channel. This setting is required when the CMO sends the shipping file to you in TraceLink.
SGLN numberEnter the location number of the CMO in the SGLN format: <GS1 company prefix>.<location reference>.<extension or "0" when no extension>.


For example, "1234567.00012.0".


Applicable when a collaboration channel (TraceLink Partner channel) is selected. If the CMO sends a shipping file to you in TraceLink, this field is required.


4. Click Save.



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Deleting a CMO


Procedure


1. In the Serialized Manufacturing application, select Site management --> CMOs tab. The application displays the list of CMOs.


2. Find the CMO in the list you want to delete.


Example:



3. Click the delete icon and confirm the deletion by clicking Yes.


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