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Serial/Lot

part of the Macola Enterprise Suite (ES) product line, by Exact Software

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Macola ES Serial/Lot offers powerful features to easily track and manage serialized and lotted product through procurement, manufacturing and distribution of these types of items.

Benefits of Macola Serial/Lot:

  • “Start-to-Finish” management and traceability of specific serial numbers and lots gives your company control for quality and legislative reasons
  • Interacts with receiving inspection and material review processes so that serial numbers and lots have continuous visibility and planning
  • Enables companies to reserve specific lots or serial numbers against specific customer and production orders so that lot splitting (avoidance) and quality conformance can be seamlessly managed at the proper junctures
  • Recalls can be managed instantly through the visual trace application so that a defective lot can be traced through all levels of production to the end-item lots and the customers that have taken possession of the affected lots
  • Expiration date handling helps manage all aspects of avoidable loss, physical removal from stock and even material planning effectivity (expiration)

Quality Tracking

Macola ES Serial/Lot functionality provides an efficient way to trace specific serialized or lotted items. The ability to drill down on these items or batches helps to identify quality problems before they occur. When an item in a lot is found to be defective, others can be tested to ensure that quality standards are upheld. This minimizes your cost of non-quality because poor manufacturing processes can be determined and corrected. You can alert vendors who provide you with low quality materials that they have a problem or you can eliminate them as a vendor.

Issue and Receipt Logic

Lower the cost of expired inventory via rules-based issue and receipt logic for serial/lot and bin transactions, such as Earliest Expiration, FIFO (First In, First Out), and Bin vs Lot priority that is determined through software flags during setup. Macola ES Serial/Lot issue and receipt rules allow the system to make recommendations to closely follow material movement logic. For example, Macola ES Serial/Lot will use Earliest Expiration when dealing with the shipment of perishable produce, reducing the cost of obsolescence, minimizing waste and lowering cost of disposed goods.

Visual Trace

The Macola ES Serial/Lot Trace Application allows you to trace the source and the disposition of a selected serial/lot item. The system then displays this information visually from source to final disposition, in easy-to-interpret tree-like diagrams. You may:

  • Display one or both of the Source and Disposition windows
  • Compress or expand the Source and Disposition trees or a single branch on either tree
  • Begin a new trace with a serial/lot item that appears in the Source or the Disposition of the currently displayed serial/lot item
  • Print the displayed source and/or disposition information on the Visual Serial/Lot Trace report
  • View the final disposition information of the serial/lot item, print the Visual Serial/Lot Trace Final Disposition report, and/or create a mail\merge file containing the customer contact information

Viewing and Reporting Functions

With Macola ES Serial/Lot you can view specific serial/lot information using several viewing functions. You can quickly display the transaction history, vendor history and sales history for serial/lot tracked items. It's easy to access important details such as serial/lot effective date or expiration date, transaction order number, date, cost, and quantity for a selected item. View a variety of reports, including the Stock Status, Expiration, and History reports. These reports provide information such as item location, receipt date, item quantity information, customer number, warranty date, and allocation status.

Additional Features

Macola ES Serial/Lot facilitates the processes required for FDA regulated industries and others requiring item traceability down to the serial or lot level, including the pharmaceutical, medical instrument and machinery industries.

Some of the features include the ability to:

  • Define separate serial and lot formats and numbering conventions
  • Navigate lots and items upward and downward through receipt, production and shipment
  • View manufacturer's serial/lot number
  • Write unlimited notes at the serial and lot number level
  • Automatically calculate expiration dating from a value in the item file or manually capture receipt of goods
  • Put lots or serial numbers on hold with associated user-defined reason codes

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