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Partial Track-Out#

Estimated time to read: 8 minutes

Partial Track-Out is an operation that relates to Material, which is one of the most important objects in the system as it represents any raw material, inventory or work-in-progress (wafers, dies, modules, printed circuit boards, capacitors, etc.).

A Material is partially tracked out when only a certain amount of the original Material is required to be processed. This is quite common with large production orders that need to be broken down into smaller quantities and use the Partial Track-Out operation to split and track out materials for a more continuous processing.

This document will guide you through the setup of a Partial Track-Out scenario.

Overview#

A Partial Track-Out happens when a Material is tracked in at a Resource in a Step and only a fraction of the quantity should be tracked out to a new Material.

Info

The original Material stays tracked in at the same Resource with the remaining quantity, and the Step must be configured to allow partial track-outs.

Scenario Setup#

To enable partial track-outs, follow the steps described in the table below:

Step Number Step Description
1 Create context resolution entry Create the entry in the StepSplitTrackOutContext Smart Table for context definition.
This step is not mandatory if you have the Enable Step for Partial Track-Out option set, because you can use the Split and Track-Out operation without any default value in the mentioned Smart Table.
2 Enable Step for Partial Track-Out Set the Use Split and Track-Out property in the Step to allow partial track-outs.

Table: Steps to setup the Partial Track-Out related entities

After the setup of these entities is performed, you can process a Material and perform a Partial Track-Out at the configured Step. The steps below will help you to create the adequate scenario:

Step 1: Create context resolution entry#

You have to configure the system to allow partial track-outs at a specific context. The StepSplitTrackOutContext Smart Table provides a wide range of possibilities, and these allow you to define a different set of contexts to perform partial track-outs (depending on the needs of your process). You can define the following different contexts:

Field Description
Step On which Step will partial track-out be enabled.
Product On which Product will partial track-out be enabled.
Product Group On which Product Group will partial track-out be enabled.
Flow On which Flow will partial track-out be enabled (applies to the immediate parent Flow of the Step where the Material is currently, and not to the Top Level Flow).
Resource On which Resource will partial track-out be enabled.
Resource type On which Resource Type will partial track-out be enabled.
Model On which Resource Model will partial track-out be enabled.

Table: StepSplitTrackOutContext Smart Table keys

This means you can define that partial track-outs can take place for a specific Step in a variety of possible combined contexts, depending on the resolution, and precedence key, which you define in the Smart Table. For more information on context resolution, see Smart Tables.

For each of these possible context definitions, you have to define three values that will be applied if the context is resolved:

Field Description
Enable Quantity Override Whether the default quantity can be overridden. If set as false, you can still override the quantity unless the featureMaterial.TrackOutQuantityManual is disable for your user's role.
Track-Out Material Mode Whether the Material to be tracked-out is the Parent Material or the Child. Possible options:
- Child - the Child is tracked-out and a split is required for the last Material. The Parent Material is terminated.
- ChildExceptLast - The Child Material is tracked-out except for the last Material, where no split is required and the Parent Material will be tracked-out instead.
Material Losses Mode Whether losses are incurred on the Material that is tracked-out or the one that stays; the Track-Out Losses Mode property of the Step must be different to None. Possible options:
- InProcessMaterialExceptLast
- TrackedOutMaterial

Table: StepSplitTrackOutContext Smart Table values

As a quick example, the configuration below defines that a Split and Track-Out operation can happen at the Mixing Step and the Mixer-05 Resource, with the following characteristics:

  • A Child Material will be created with Primary Quantity = 10 units. This value can be overriden due to the Enable Quantity Override property being set to true.
  • The original Material, now Parent to the split Child Material, will remain in state In Process, with 10 units removed from the original Primary Quantity.
  • The Material that will be tracked-out will be the Child Material of the main Material, and any losses will be incurred by the original Material.

StepSplitTrackOutContext Smart Table

Step 2: Enable Step for Partial Track-Out#

A vital property must be enabled in the Step to allow partial track-outs:

Property Description
Use Split and Track-Out Whether partial track-outs (also known as Split and Track-Out in Critical Manufacturing MES) will be used at the Step.

Table: Step relevant property

Use Split and Track-Out Step property

Scenario example#

Consider a Material MAT_0003 currently queued at the Mixing Step:

Step View

Dispatch the Material to a Resource configured to allow partial track-outs. In this case, Dispatch and Track-In are linked, so both will be performed at once:

Dispatch and Track-In Main Material

After the Material is Processed, end processing by performing Track-Out. The wizard then opens a new page called Split Information, and the default value for quantity configured in the smart table is automatically filled-in:

Default settings for Partial Track-Out

As seen in the image above, the name of the Split Material to Track-Out can be automatically generated according to the Name Generated defined in this configuration /Cmf/System/Configuration/Business/NameGenerators/SplitAndTrackOut/. However, you can override it by entering a name of your choice in the Name field.

Note

If a BOM is configured for any scenario and the Assembly Type is set to Explicit or Explicit Add, there are two additional preconditions to allow Partial Track-Out:
- Assembled Units must be the same as the Primary Units (example: both Assembled and Primary Units must be Cookies).
- Assembled Quantity is higher than zero or Sub-Material Count is higher than zero.

In this case, since the smart table definition allows you to change the primary quantity to track out, you can change the default value. You can also define whether the Child Material is put in a specific Container and position, provided the Container allows it.

Note

You can even decide that you want to perform a complete Track-Out instead of a partial one. Just choose the total quantity of the Material and a "normal" Track-Out will take place with no Material split. In this situation, the rest of the configuration possibilities are hidden.

Partial Track-Out with maximum quantity

Regarding losses, the definition of the smart table was to have the Parent (or In Process) Material incur the losses. Hence, apply a loss and check the result after the operation concludes.

Record Loss/Bonus

After the operation is completed, the information for the split (Child) Material is displayed.

Split Material Name

You can see that the Child Material is in the Processed state, in the same Step with a Primary Quantity equal to the value defined in the wizard:

Split Material information

Now you should check the main Material, which has the Primary Quantity calculated as follows:

New Primary Quantity = Original Primary Quantity - (Partial Track-Out Quantity + Loss Quantity)

Main Material after Partial Track-Out

You can finally confirm the genealogy of both Materials:

Main and Split Material Genealogy

Info

It is also possible to use this Partial Track-Out operation with Materials that have Sub-Materials.

In short, this diagram represents the flow of a traditional Partial Track-Out operation:

graph TD
    A[MAT_0003, Queued, 30 units] -->|Dispatch and Track-In| B[MAT_0003, InProcess, 30 units]
    B -->|Track-Out| C{SPLIT AND TRACK-OUT}
    C -->|Main| D[MAT_0003, InProcess, 20 units]
    D -->|Loss| F[MAT_0003, InProcess,  18 units]
    C --->|Split| E[MAT_0003-000000001, Processed,  10 units]

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