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Essential manufacturing journeysForge MES Cookbook
Start Here
Configure Your Factory
Define Products and Materials
01 · Projects and Product Families02 · Create and Update Materials in Item Master03 · Create Products and Variants04 · Build the Bill of Materials05 · Activate a BOM Version06 · Track Serial, Lot, and Mixed Materials in Item Master
Design the Production Process
Plan and Launch Production
Run Production
Quality and Exceptions
Package, Ship, and Trace
Operate and Improve
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Founded in 2012, we have been building technology to help brands take better care of their customers. Today, we empower 2300+ brands with solutions that power everything, from online and in-store commerce, to seamless operations, smart logistics, AI innovations, and growth tools - helping businesses create unforgettable experiences for their customers.

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Cookbooks/Forge MES Cookbook/Define Products and Materials/Track Serial, Lot, and Mixed Materials in Item Master

Track Serial, Lot, and Mixed Materials in Item Master

Receive and trace Item Master materials by lot, serial, quantity, or a mixed tracking model. Covers: lot-tracked input, serialised input.

Requirement: ConditionalFor: Product engineering, materials, and implementation teams

Before you begin

  • Create and Update Materials in Item Master
  • Build the Bill of Materials

How the workflow connects

This journey connects the following stages. Complete the required checks at each stage before moving forward.

  1. 01Conditional

    Lot-tracked input

    Use lot or batch information to trace bulk input material back to its source.

    Provides the controlled input for the next stage.
  2. 02Conditional

    Serialised input

    Use serialised Component tracking when each individual part must be bound to a finished unit.

    Provides the controlled input for the next stage.
  3. 03Conditional

    Quantity consumption

    Use quantity consumption for non-serialised Components.

    Provides the controlled input for the next stage.
  4. 04Conditional

    Mixed BOM genealogy

    Combine both tracking types in one BOM when the Product uses mixed materials.

!Complete the required checks before moving to the next stage.

Step-by-step in Forge MES

  1. Use lot or batch information to trace bulk input material back to its source.
  2. Use serialised Component tracking when each individual part must be bound to a finished unit.
  3. Use quantity consumption for non-serialised Components.
  4. Combine both tracking types in one BOM when the Product uses mixed materials.

Rules to remember

  • Normal Forge MES Work Orders still create one finished-unit serial and Production Task per output unit.
  • A serial number batch groups finished-unit serials; it is not a quantity-only production mode.
  • Material genealogy is strongest when lots, serials, and consumption events are captured at the correct Station.

Configure for the client

  • Match product taxonomy, item codes, BOM governance, units of measure, revision control, and serial or lot tracking policies to the client's master-data standards.
  • Validate the configured behaviour with approved test data in the target environment before production use.

Ready when

  • Every Component has the correct tracking type.
  • Lot identifiers are available for batch-tracked inputs.
  • The team understands that finished output remains unit-serialised.
Define Products and Materials

Topic 6 of 6

Journey topic 17 of 48
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