Lot/Serial Tracing

Overview

Lot/Serial Tracing helps track the full transactional history of a specific lot or serial number. This feature is particularly useful for tracing the origin and usage of items in cases like vendor product recalls or defective items.

You can trace lot/serial numbers in both directions:

• Usage → Origin: Trace from the final usage back to the source.

• Origin → Usage: Trace from the source to the final usage.

Creating a New Lot/Serial Tracing

1. Select the Tracing Method:

   • Usage → Origin: Starts with outbound transactions (Warehouse Shipment, Consumption, Adjustments) and traces back to the inbound transaction (Warehouse Receipt, Output, Adjustment).

   • Origin → Usage: Starts with the originating inbound transaction (Warehouse Receipt, Output, Adjustment) and traces forward to the outbound transaction (Warehouse Shipment, Consumption, Adjustments).

2. Enter the Item Information:

   • Item No.: Input the item number for the lot/serial to trace.

   • Lot No.: If the item is lot-tracked, enter the lot number.

   • Serial No.: If the item is serial-tracked, enter the serial number.

3. Save: After entering the necessary details, save the Lot/Serial Tracing.

Performing the Tracing

Trace the Transactional History:

• Click the Trace button to begin the tracing process.

• The Lot/Serial Tracing Lines will automatically populate, showing the full transactional history of the item, including Warehouse Shipments, Receipts, Transfers, Adjustments, Consumption Entries, and Output Entries related to the Lot/Serial number.

View Additional Details:

• Click View Details for a detailed view of the tracing lines.

• You can customize the columns displayed by adjusting the ViewDetailColumns fieldset to include or remove columns as necessary.

This feature provides a comprehensive view of the life cycle of a lot or serial number, aiding in tracking product history and ensuring quality control.