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Material Genealogy (New Design)#

Description#

This report provides information about the parent and child Materials for the selected Material. It enables tracing how materials were split, merged, or assembled throughout production.

This report can be accessed through the Business Intelligence tab, in the Material Logistics folder.

Location of the Transfer Order Details report in the Business Intelligence tab

Data Source#

The report uses data from the ODS (Operational Data Store) database, accessed through the MaterialGenealogyExpanded data set.

Filters#

  • Enterprise - Filter by one or more enterprises.
  • Site - Filter by one or more sites.
  • Facility - Filter by one or more facilities.
  • Step - Filter by one or more Steps (restricted by the Facility filter).
  • Material - the Material the report will be based on.
  • Begin Date - Show only operations that started on and after this date.
  • End Date - Show only operations that started on and before this date.
  • Depth - How many levels of relationships to include. Defaults to 1, which shows only the immediate parent or child materials.
  • Mode - Direction of the genealogy tree. Choose Ascendant to trace parent materials, or Descendant to trace child materials.

Report Sections#

For the selected Material, you can find the following details

  • Depth - The level in the genealogy tree, starting at 1 for the immediate relationship (parent or child).
  • Date and Time - Date and time of the operation
  • Operation - The type of operation, such as split, merge, or assemble.
  • Source Material - The material before the operation.
  • Target Material - The material after the operation.
  • Source Step - The step where the operation took place.
  • Target Step - The step where the material is going next.
  • Source Product - The product associated with the source material.
  • Target Product - The product associated with the target material.
  • Final Source Qty - The quantity of the source material after the operation.
  • Final Target Qty - The quantity of the target material after the operation.
  • Reference Designator - The reference identifier for the material relationship.
  • Source Location - The location of the source material.
  • Target Location - The location of the target material.
  • Parent Resource - The resource that produced the source material.
  • Child Resource - The resource that processed the target material.

Example#

Screenshot showing a Genealogy Report.