Traceability report

The traceability report makes it easy to track a lot, which has been withdrawn or which is in some way problematic, and at the same time identify other affected lots.

The report makes it possible to follow a lot throughout the whole supply chain:

  • If your supplier makes you aware of a problematic lot sold to you, you can follow the lot and see which production batches the ingredients are part of. You can also see which customers the affected lots are sold to.
  • If a costumer draws your attention to a problematic lot purchased from you, you can trace the lot back to production and view which other ingredients were included in this batch. In addition, you can view which customers have bought the affected products as well as products that contain ingredients from the affected product.

 

Find the report

  1. Click Production in the top menu and select Traceability in the section Reports in the drop-down menu.
  2. Enter the lot number of the problematic lot on the left. Click Apply. If you are working on a small screen, you can find the Filter on the right next to the button Printer Friendly.
  3. In the different tabs in the report, you can now see which lots and which sales risk to be affected by the problematic lot.

 

The individual tabs in the table shows the following:

 

Upstream Chain

This tab shows the lots included in the lot in question, and on which orders the lots were purchased.

Column name Explanation
SKU Code This column shows the SKU numbers of the lots used for the problematic lot.
Name This is the SKU names of the lots used for the problematic lot.
Lot This is the lot numbers of the lots used for the problematic lot.
Description This is the description of the lot in form of traces and attributes.
Inbound Order This is the inbound order delivering the lot.
Unit of Measure This is the primary Unit of Measure of the SKU.
Sequence The sequence number indicates where in the process a lot is included. The problematic lot will be nummered 1. The raw material consumed in production is numbered 2, and so on. This is often relevant, if a product is based on multiphase production.
Quantity of UoMs This is the quantity of units put into the problematic lot.

 

Lots at Risk

This tab shows which lots are at risk, and on which inbound orders the lots are delivered.

Column name Explanation
SKU Code This column shows the SKU numbers of the lots at risk. The lots consumed when producing the problematic lot, or the lots in which the problemtaic lot is consumed.
Name This is the SKU name of the lot at risk.
Lot This is the lot number of the lot at risk.
Description This is the traces and attributes entered for the lot.
Inbound order This is the inbound order delivering the lot.
Sequence The sequence number indicates where in the process a lot is included. The problematic lot will be nummered 1. The raw material consumed in production is numbered 2, and so on. This is often relevant, if a product is based on multiphase production.

 

Sold To

This tab shows you which customers the lots at risk have been sold to, and on which sales orders.

This only shows finished goods. If the Traceability report is generated for raw material, go to the tab Sales at Risk.

Column name Explanation
Order This is the number of the sales order.
Customer This is the customer of the sales order.
Lot This is the specific lot at risk sold.
Traces This is the traces entered for the sold lot.
Dates This is the dates entered for the lot. Manufacturing, Best Before and/or Used by.
Units This is the unit of the sold lot.
Quantity This is the quantity of units sold.
Net Weight (kg) This is the net weight of the sold lot.

 

Sales at Risk

This tab shows all sales at risk, i.e. sold lots containing the same consumed lots as the problematic lot.

If the Traceability report is generated for finished goods, go to the tab Sold To.

Column name Explanation
Order This is the number of the sales order.
Customer This is the customer of the sales order.
Lot This is the specific lot at risk sold.
Traces This is the traces entered for the sold lot.
Dates This is the dates entered for the lot. Manufacturing, Best Before and/or Used by.
Units This is the unit of the sold lot.
Quantity This is the quantity of units sold.
Net Weight (kg) This is the net weight of the sold lot.

Outline