Trace Item-Tracked Items

You can see where an item-tracked item was used, including how and when it was received or produced, transferred, sold, consumed, or returned. You can also find all current instances of a specific serial or lot number in the database. You do this by using the Item Tracing and the Find Entries features.

These features can be particularly useful in quality control when you need to find out which customers received products with a particular lot number or when you need to find out which lot a defective component came from.

On the Item Tracing page, you can trace forwards and backwards in a sequence of posted inventory transactions for the serial or lot number.

On the Find Entries page, you cannot see the sequence of transactions, but you can see all records of the serial or lot number, both posted entries and open records.

The two features can be used in combination by transferring a traced serial or lot number to the Find Entries page to finish a complete trace scenario.

To trace item-tracked items

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Item Tracing, and then choose the related link.

  2. In the filter fields at the top of the page, enter the specific item numbers or a filter on the item numbers that you would like to trace.

  3. In the Show Components field, select whether to also see where the components for the items came from. The following table describes the options.

    Field Description
    No Do not show components.
    Item-tracked Only Show only components that have lot or serial numbers.
    All Show all components.
  4. In the Trace Method field, select the method to use for tracing the item. The following table describes the options.

    Field Description
    Usage->Origin Trace the item from where it was used to where it came from. For instance, if a manufactured item was sold to a customer, the Item Tracing page shows this with the sales shipment line first, which you can then expand to see from which production order it came.
    Origin->Usage Trace the item from where it came into inventory to where it was used. For instance, if a manufactured item was sold to a customer, the Item Tracing page shows this with the finished production order first, which you can then expand to see the sale shipment lines where the item was used.
  5. Choose the Trace action to run the trace.

Note

Only applied transactions are shown. If you have received the same lot on multiple transactions, the Item Tracing page may not show all transactions.

Note

If additional transaction history under an item tracing line has already been traced by another line above it, then the Already Traced check box is selected. To provide a simpler view, such underlying lines are not shown.

To find the item tracing lines where the transaction history has already been traced, choose the Go to Already Traced button. The item tracing line in question is selected, and all underlying lines are expanded.

To find item-tracked items with Find Entries

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Find Entries, and then select the related link.
  2. Choose Actions > Find by > Find by Item Reference.
  3. In the Serial No. and Lot No. fields, enter the item tracking numbers that you want to trace.
  4. Choose the Find action to find all instances of the serial or lot number in the database.

See also

Inventory
Work with Serial, Lot, and Package Numbers
Design Details: Item Tracking
Design Details - Item Tracking and Reservations
Reserve Items
Work with Business Central

Find Entries