New logic for Customer Orders and returns

Description

The Step ID for customer orders was previously defined as CO.[Order number].[Line number].[Delivery number] with the logic behind this being dependent on the customer order being viewed as the last step in the trace chain.

This logic for step ID for CO was retained when customer order returns were added to GLT, however it proved inadequate when more than one lot number was associated with a delivery of an order line and where one of those lots was subject to a customer return. In this case, a connection was correctly created from the returned lot back to the source of the lot and from there to other deliveries of the lot, however the same connection was also inaccurately created to the other lots delivered on the customer order line.

To prevent this erroneous trace relation an option to add the lot number to the Step ID has been added. The Step ID is then set to CO.[Order number].[Line number].[Delivery number].[Lot number].

To prevent this new logic from adversely affecting existing data and also to support backwards compatibility, the logic for creating Step ID for customer orders is governed by new parameter ".M3SYS:TraceCOByLot". The default setting on this parameter for a new trace line is 'Enabled'. For data associated with the old logic the parameter is set to 'Disabled'.

If the Step ID logic is updated against existing customer order data, any returns on existing customer orders are not linked to the order.

When .M3SYS:TraceCOByLot is enabled, the lot number is displayed in the Trace Object Description section. A new tab, only displayed if more than one lot is delivered, is added and displays other lots delivered on the same line and delivery.

Net Change ID 8517