In this walkthrough, you will learn what needs to be set up for item recalls, and how to create an item recall from a finished good item to its origin.
For information on an Origin to Usage recall, see Walkthrough: Performing an Item Recall (Origin to Usage).
This walkthrough provides an overview on how to do the following:
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 needs to 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, and what other items were used to create the finished good, and if the item was sold to any other customers. The JF Company can then start their item recall process.
Lot tracking must be set up and in use for all RAW, WIP and FG items.
Number series are created for item recalls and posted item recalls.
The following procedure explains what needs to be set up for item recalls:
Assign a number series to item recalls.
Set up an Item Recall general notification. This will open another walkthrough. This step is optional, and is only if you want to send an email notification when an item recall is posted.
The number series determines the number that will be assigned to new and posted item recalls.
Choose the Search icon, enter quality setup, and select Quality Setup.
Go to the Numbering FastTab.
Select a number series for the Item Recall Nos. field. This number series will determine the number assigned to item recalls.
Select a number series for the Posted Item Recall Nos. field. This number series will determine the number assigned to posted item recalls.
Close the window.
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.
Choose the Search icon, enter item recall, and select Item Recalls.
On the Home tab, choose New. The Item Recall window opens.
On the General FastTab, populate the following fields:
On the Filters FastTab, populate the following fields:
Item No. Filter: Select F100240.
Lot No. Filter: Select LOT0000338.
Recall Method: Select Usage->Origin. Looks at the item, and sees where it came from.
On the Home tab, in the Process group, choose Recall. The items matching the filter values are returned.
The Lines FastTab shows the customers who purchased the recalled item, and which locations contain the items that were in the recalled item. You can examine the items to see if 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, on the Navigate tab, choose the Item Recall Details action.
The contaminated Finished Good (FG) item (YOGIES 18/5OZ WH FUDGE PRT DRC F100240) 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 contains the W100520 item, and the W100520 item contains 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.
When the Duplicate check box is selected, it means that the line has already been listed above.
After the item recall has been created, the item recall can be posted. The Posted Item Recall report can also be printed so that you can see the customer contact information.
On the Item Recall window, on the Home tab, in the Process group, choose Post and Print.
Click Yes to post the item recall. The item recall is posted, and can now be found on the Posted Item Recalls window.
Click OK at the confirmation message.
Open the Posted Item Recall report. The report contains the contact information for the customer. If a shipping address exists, then that is the address printed on the report.
If an Item Recall workflow was set up, then the defined user will receive an email message indicating that an item recall was posted. See Walkthrough: Setting Up and Sending a General Notification for a Posted Item Recall to learn how to send an email for a posted item recall.
How Do I: Perform an Item Recall-Usage to Origin
About Quality
About Item Recalls
JustFood Walkthroughs
© 2018 Microsoft and IndustryBuilt. All rights reserved.
JustFood 2018 (11.00.00.00) | February 2018