In the Genealogy application, you - as the manufacturer - can register the process steps. For each process step, you can register the products:

• For a process step with "Manufacturing" type, the consumed products (input) and the produced products (output).
• For a process step with "Inbound logistics" type, the products that are received from the supplier(s).
• For a process step with "Outbound logistics" type, the products that are shipped to the client(s).

You can use the process steps to build up a manufacturing process in a later phase of your configuration

List of Procedures

• Creating a Process Step
• Searching for and Viewing a Process Step
• Updating the Master Data of a Process Step
• Managing the Consumed Products of a Process Step with Manufacturing Type
• Managing the Produced Products of a Process Step with Manufacturing Type
• Managing the Products of a Process Step with Inbound Logistics Type
• Managing the Products of a Process Step with Outbound Logistics Type
• Deleting a Process Step

Creating a Process Step

As a manufacturer, you need to register all the manufacturing process steps.

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps and the Create Process Steps panel. The Master data tab is automatically selected on the panel.

Note: When viewing the details of a process step, you can open the Create Process Steps panel by clicking Create.

Example:

2. Fill in the form as described below. The required fields are marked with an asterisk (*) in the form.

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

Next Steps

Add products to the process step:

• If the process step type is "Manufacturing", register the consumed and produced products. For more information, see Managing the Consumed Products of a Process Step with Manufacturing Type and Managing the Produced Products of a Process Step with Manufacturing Type.
• If the process step type is "Inbound logistics", register the products to be received from the supplier(s). For more information, see Managing the Products of a Process Step with Inbound Logistics Type.
• If the process step type is "Outbound logistics", register the products to be shipped to the client(s). For more information, see Managing the Products of a Process Step with Outbound Logistics Type.

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Searching for and Viewing a Process Step

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Enter the name of the process step in the search field.

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

3. Select the process step to view its details on the Update Process Steps panel.

• Master data
• Consumed products - For more information, see Managing the Consumed Products of a Process Step with Manufacturing Type. 
• Produced products - For more information, see Managing the Produced Products of a Process Step with Manufacturing Type.
• Products - For more information, see Managing the Products of a Process Step with Inbound Logistics Type or Managing the Products of a Process Step with Outbound Logistics Type.

Example:

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Updating the Master Data of a Process Step

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Find and select the process step in the list you want to update. The application displays the master data of the process step on the Update Process Steps panel.

3. Stay on the Master data tab and modify the fields as needed.

4. Click Update.

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Managing the Consumed Products of a Process Step with Manufacturing Type

You can manage the consumed products of a process step that involves the CMO(s):

• You can add a consumed product to the process step.
• You can search for a consumed product.
• You can delete a consumed product.

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Find and select the process step in the list. The application displays the master data of the process step on the Update Process Steps panel.

Example:

3. Select the Consumed products tab on the Update Process Steps panel. The application displays the list of consumed products.

Example:

4. (Optional) Find a product by entering the product code or the product description in the search field.

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

Example:

5. (Optional) Add a new consumed product as follows:

1. Click Add Consumed Products in the top-right corner of the Update Process Steps panel. The application displays the Add consumed products pop-up.
2. Select the product in the Select product field. 
   • Enter the product code or the product name in the search field to find the product. 
   • The application offers products from the Serialized Manufacturing and Serialized Logistics applications.
3. Enter the unit of measurement. If the unit of measurement for the product is already stored in the system, the field is automatically populated, but you can overwrite the value.
4. Click Add.

Example:

6. (Optional) Delete a product by clicking the delete icon. Confirm the deletion by clicking Yes in the pop-up.

Example:

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Managing the Produced Products of a Process Step with Manufacturing Type

You can manage the produced products of a process step that involves the CMO(s):

• You can add a produced product to the process step.
• You can search for a produced product.
• You can delete a produced product.

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Find and select the process step in the list. The application displays the master data of the process step on the Update Process Steps panel.

Example:

3. Select the Produced products tab on the Update Process Steps panel. The application displays the list of produced products.

Example:

4. (Optional) Find a product by entering the product code or the product description in the search field.

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

5. (Optional) Add a new produced product as follows:

1. Click Add Produced Products in the top-right corner of the Update Process Steps panel. The application displays the Add produced products pop-up.
2. Select the product in the Select product field. 
   • Enter the product code or the product name in the search field to find the product. 
   • The application offers products from the Serialized Manufacturing application.
3. Enter the unit of measurement. If the unit of measurement for the product is already stored in the system, the field is automatically populated, but you can overwrite the value.
4. Click Add.

Example:

6. (Optional) Delete a product by clicking the delete icon. Confirm the deletion by clicking Yes in the pop-up.

Example:

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Managing the Products of a Process Step with Inbound Logistics Type

You can manage the products of a process step that involves the supplier(s):

• You can add a product to the process step.
• You can search for a product.
• You can delete a product.

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Find and select the process step in the list. The application displays the master data of the process step on the Update Process Steps panel.

Example:

3. Select the Products tab on the Update Process Steps panel. The application displays the list of products.

Example:

4. (Optional) Find a product by entering the product code or the product description in the search field.

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

Example:

5. (Optional) Add a new product as follows:

1. Click Add Products in the top-right corner of the Update Process Steps panel. The application displays the Add products pop-up.
2. Select the product in the Select product field. 
   • Enter the product code or the product name in the search field to find the product. 
   • The application offers the products of the associated supplier(s) and products without a supplier in the Serialized Logistics application.
3. Enter the unit of measurement. If the unit of measurement for the product is already stored in the system, the field is automatically populated, but you can overwrite the value.
4. Click Add.

Example:

6. (Optional) Delete a product by clicking the delete icon. Confirm the deletion by clicking Yes in the pop-up.

Example:

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Managing the Products of a Process Step with Outbound Logistics Type

You can manage the products of a process step that involves the client(s):

• You can add a product to the process step.
• You can search for a product.
• You can delete a product.

Procedure

1. In the Genealogy application, select the Site management --> Process Steps tab. The application displays the list of process steps.

2. Find and select the process step in the list. The application displays the master data of the process step on the Update Process Steps panel.

Example:

3. Select the Products tab on the Update Process Steps panel. The application displays the list of products.

Example:

4. (Optional) Find a product by entering the product code or the product description in the search field.

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

5. (Optional) Add a new product as follows:

1. Click Add Products in the top-right corner of the Update Process Steps panel. The application displays the Add products pop-up.
2. Select the product in the Select product field. 
   • Enter the product code or the product name in the search field to find the product. 
   • The application offers the products from the Serialized Manufacturing application.
3. Enter the unit of measurement. If the unit of measurement for the product is already stored in the system, the field is automatically populated, but you can overwrite the value.
4. Click Add.

Example:

6. (Optional) Delete a product by clicking the delete icon. Confirm the deletion by clicking Yes in the pop-up.

Example:

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Deleting a Process Step

Procedure

1. In the Genealogy application, select Site management --> Process Steps tab. The application displays the list of process steps.

2. Find the process step in the list you want to delete.

Example:

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

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