Knowledge Base

Batch Traceability

Use the Batch Traceability page to trace batch-controlled Component Products used on batch-controlled Assemblies as part of a Work Order. Once the status of a Work Order is updated to Complete, an entry will be added to the Batch Traceability page for each batch-controlled Component Product used on the Work Order.

Note:

Both the Component Product and Assembly must be batch-controlled for it to appear on this page.

To view stock levels and locations of batch-controlled Products and Assemblies, use the Product Batches page.

Navigate to Inventory > Batch Traceability.
By default, entries are sorted by Date (newest to oldest), then Input Product (numerically, then A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order.
Click Download CSV to download the data displayed on the Batch Traceability page in CSV format.

Batch Traceability field explanations

Field Mandatory? Description
Work Order Automatic The Work Order where the batch-controlled Component Product was added to an Assembly. Only displays Work Orders with a Complete status.
Date Automatic The Work Order Date (not the date the Work Order was marked Complete).
Input Product Automatic The Item Code of the batch-controlled Component Product.
Batch# Automatic The Batch Number of the Component Product selected on the Work Order under Work Order Detail Items.
Finished Goods Automatic The Item Code of the batch-controlled Assembly the batch-controlled Component Product was used on.
Batch# Automatic The Batch Number of the Assembly entered on the Work Order under Work Order Detail.
Despatch Ref Automatic The Despatch Ref of the Despatch Note the Assembly has been added to. Only displays Despatch Notes with a Ready to Despatch or Complete status.
Date Automatic The Despatch Date of the Despatch Note (not the date the Assembly is despatched).
Customer Automatic The Customer selected on the Despatch Note.

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