U9 cloud Lot Recall: Scope, Hold and Closure Drill
Complete the process with traceable steps and control points.
Learning objective
Complete normal, exception and reversal scenarios in test with acceptance evidence.
Roles
Process owners, planning, purchasing, warehouse, production, quality, finance and IT
Prerequisites
- Masters, access and approvals are confirmed.
- Repeatable test data are prepared.
Completion checks
- Documents, quantities, status and ownership are traceable.
- Results agree with inventory and finance interfaces.
Common errors
- Going live before validating data.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Select a test lot and confirm recall trigger, owners and response time.
- 02
Trace backward to raw material, supplier, order, inspection and change records.
- 03
Trace forward to stock, WIP, shipment, customer and service scope.
- 04
Hold controllable stock and create customer, logistics and internal actions.
- 05
Record notification, return, replacement, scrap and quantity reconciliation.
- 06
Balance produced, stock, WIP, shipped and unrecovered quantities; review trace breaks.
Implementation notes
- Pilot one organisation and representative item.
- Every exception needs an owner and due date.
References
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方供应链与制造场景；具体菜单、字段和许可按客户版本及批准蓝图验证
- 数据算力加持，智能工厂不再遥远 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方智能工厂场景；设备和安全流程须结合现场验证