Lot/serial traceability

When a customer asks “what went into this lot” or a supplier reports a bad material lot, lot/serial traceability answers in both directions: backward (finished goods to materials) and forward (materials to finished goods).

Who uses it

Quality managers, supervisors and customer service (manufacturing:read).

Before you start

Lot/serial genealogy (manufacturing.genealogy, requires partial_execution).
Items have lot or serial tracking enabled in Inventory.

Steps

Issue with lots/serials

With the toggle on, issuing lot- or serial-tracked materials to a Work Order requires choosing the lot/serial. Lots are suggested FIFO; serials are never auto-picked.

Record lots when reporting output

Production reports record the output lots and the input lots used; on the shop floor you can scan material lot/serial codes.

Trace

Go to Manufacturing → Lot/serial traceability (/manufacturing/traceability), enter a lot or serial, and choose backward or forward.

Tips & limits

Voiding a production report or goods issue (including from Inventory) removes the related trace links.
Only lots/serials recorded after the toggle is on have trace data.

Subcontracting Overview & production reports