Shop-Trak Backflushing of Lots & Serials Overview

This topic is a summary of how backflushing of lot and serial tracked materials is performed mainly from a Shop-Trak administrative perspective. It includes methods of backflushing, transaction types that can be backflushed, and how the Shop-Trak forms are used in the backflushing process. For information on how to perform backflushing within Shop-Trak Shop Floor, please refer to the Shop-Trak Shop Floor Training Guide.

Backflushing Methods

There are two methods that can be used to perform the backflushing of lot and serial tracked material:

Select the lots or serials when ending a Run or Setup transaction or when completing a WIP Move, Production Schedule Complete, or JIT transaction in Shop-Trak Shop Floor.

End the transaction and select the lots and serials at a later time by using the Backflush Lot and Serial button on the Material tab in Shop-Trak Shop Floor.

Transaction Types

The following transaction types can be backflushed, according to the corresponding Bill of Materials (BOM). Entering quantities completed on these transactions will trigger the backflushing.

Run (the Job BOM is checked for backflushed materials).
Production Schedule Complete/Scrap (the Production Schedule Routing is checked for backflushed materials).
JIT (the Standard Routing is checked for backflushed materials).

NOTE: The employee is required to perform backflushing upon completion of Production Schedule Complete/Scrap and JIT transactions.

WIP Move (the Job BOM is checked for backflushed materials).
Setup (the Job BOM is checked for backflushed materials).

NOTE: The Allow Reporting of Setup Quantities check box must be selected on the Flags tab of the Shop-Trak Parameters form in order to allow backflushing of Setup transactions.

Shop-Trak Forms

After the lots and serials are selected and the transactions are complete, the transactions transfer to Infor SyteLine following the standard transaction flow. Before transferring, the transactions display in the following forms' backflush tabs as described below.

Shop-Track Edit Transactions Form

The selected lots and serials display on the Backflush Lots and Backflush Serials tabs on the Shop-Trak Edit Transactions form. These tabs display information about the lots and serials associated with the transaction and are read-only. To modify this information, use the Backflush Lot and Serial button on the Materials tab in Shop-Trak Shop Floor.

Shop-Trak Pending Transaction Forms

For material transactions that have errors or are on hold and therefore have not posted to Infor SyteLine, the selected lots and serials display on the Backflush Lots and Backflush Serials tabs on the Shop-Trak Pending Prod Sched Transactions and Shop-Trak Pending JIT Transactions forms. The data on these tabs cannot be revised. Make the corrections needed in Infor SyteLine to resolve the error. Ensure that TaskMan is running before resubmitting. If the error condition cannot be resolved, delete the record from the pending transaction form and re-enter it in Shop-Trak Shop Floor.

Special Considerations

Multiple Scrap Reason Codes

If pieces are being scrapped on a job that has backflushed lot or serial tracked material, the Multiple Scrap Reason Codes option in Shop-Trak Shop Floor will not be available.

Negative Inventory

Following standard Infor SyteLine rules, Shop-Trak will only allow inventory to go negative when using the JIT transaction for an item that has backflushed lot tracked materials. Negative inventory is not allowed when performing any other transaction type.

Production Schedule Complete/Scrap and JIT Transactions

Production Schedule Complete/Scrap and JIT transactions must meet the full backflush requirements at the time the transaction is entered. No partial completions are allowed.