Using Lot Tracing

Select Lot Tracing from the Inventory Inquiry menu.

1. At the Lot Number field, enter the Lot Number to Trace. A Select A Lot Matching xxxxxxxx window will display the following information:

• Exit - Select Exit to return to the Lot Number field
• A list of all lots found with the following information:
  • Date - the date and time the lot was created
  •  Transaction Type
    • PO = Purchase order
    • TR = Inventory Transfer
    • PT = Planned Transfer
    • WO = Work Order
  • From Lot Number - the source lot number
  • From Vendor Name if the source lot is a Purchase Order or Item Name if the source lot is not a Purchase Order
  • To Item Name - the item name for the source lot if the source lot is a purchase order or the new item name if the source lot is not from a purchase order
  • To Lot Number - the new lot number if the source lot is not a purchase order

 

Scroll to the lot to trace and press Enter to select.

2. The screen displays the following fields:

• Exit - Select Exit to return to the Lot Number field
• Customer Orders - Select Customer order to view the detailed sales information for the lot selected
  • A Select An Order For Lots Selected widow will appear with the following options:
    • Exit - Select Exit to Exit from the lot selected
    • Print - Select to Print the sales orders found for the lot selected
    • • The message Include customer address and phone number on report No/ Yes will appear
        • Select No to print the report without the customer address and phone number
        • Select Yes to include the customer address and phone number
      • Command options will appear allowing you to print or choose from a set of other print options. See Printing for more information on the Lot Tracing Report.
      A list of all sales orders for the lot selected with the following information:
      • The source lot number
      • The date and time the lot was created
      • Quantity Shipped and UOM
      • Date and Time the sales order was shipped
      • Sales Order Number
      • Customer ID
      • Customer Name

Note: Sales Order for Unlotted items must be costed to be included in the Lot Trace Inquiry Reports

Use the Available Actions link for more information.

Security Required : Inventory - Inventory Inquiry