Tracking Lot-Controlled Materials

You can trace lot numbers through multiple transaction or job levels. You can trace lots forward, to determine the ultimate item in which a lot-tracked item is included.

Using the Lots Form

To trace lots:

1. On the Lots form, specify the item and lot number to trace.
2. Select the Lot Trace tab. The tab displays the root node of a tree.
3. Click on nodes to expand the information. The tree initially shows the source transaction of the lot/item. If that transaction is a job, the tree includes additional nodes for any lot/item materials in that job, as well as nodes for the source of those lot/items.
4. Continue through the nodes until there are no more job sources, or job sources with lot item materials.

Using the Lot Traceability Report

To trace lots:

1. On the Lot Traceability Report form, specify the range of items and lot numbers to include.
2. In the Summary or Detail field, specify:
   • Summary to show only the immediate source transaction.
   • Detail to show the detail of source jobs, where those jobs contain lot items that themselves have a source. Additional levels are indented on the report.
3. Click Print.

Multi-Site Transfer Orders

Related Topics

Preassigning Lot Numbers

Defining Intelligent Lot and Serial Numbers

About Multi-Site Transfer Order Lot Tracking