Understanding Lot Trace and Lot Composition
Lot Trace/Lot Composition Functionality
You can print reports showing the full transaction history detail.
Depending upon the installation, this feature accesses different data sources and displays data relevant to the transactions.
Note:
You cannot track internal material transfers (such as bin-to-bin transfers) with the Review Lot Trace/Composition component. Use the Transaction History Inquiry page to view bin-to-bin transfers for an item-lot combination.
Lot Trace/Lot Composition in a Distribution Environment
In a standalone PeopleSoft Inventory installation, the Lot Trace/Lot Composition feature is used to track receipt, issue, and shipment activity for lot-controlled items—specifically, all supplier receipts, interunit transfer receipts, customer and internal returned material authorization (RMA) receipts, customer shipments, internal issues, interunit transfers, and return-to-vendor shipments.
Lot Trace/Lot Composition in a Manufacturing Environment
If the installation includes PeopleSoft Manufacturing, the Lot Trace/Lot Composition feature is used to track the same receipt, issue, and shipment activity as in a distribution enterprise, with additional visibility into manufacturing assembly transactions. Specific transactions include work-in-process (WIP) receipts and production ID, schedule, and kit issues, in addition to all supplier receipts, interunit transfer receipts, customer and internal RMA receipts, customer shipments, internal issues, interunit transfers, and return-to-vendor shipments.
Process manufacturing activity sometimes results in multiple outputs of by-products or co-products from a primary lot-controlled item ID. Using lot trace inquiries, you can view the production details for these multiple output IDs.
The inquiry process pulls data from the assembly's production ID and transaction history rather than from the bill of materials (BOM) to ensure the most accurate, up-to-date transaction information.
Lot Trace/Lot Composition Search
After you enter the required criteria on either of the inquiry pages and click the Search button, the system populates both the Lot Composition and Lot Trace page grids with relevant data, in effect performing a concurrent lot composition and lot trace inquiry. As with other searches performed in PeopleSoft Inventory, the system populates both inquiry pages with uniform data matching the search criteria. However, the search capabilities of this component enable you to populate the pages with different data.
The lot trace and lot composition inquiries search up or down one level at a time. To drill deeper into the item's composition or its movement, perform another search. You have two choices at this point:
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Edit the search at any time by changing the values in the SetID, Item ID, Lot ID, and As of Date/Time fields in either page header and then click the Search button.
On the Review Lot Trace/Composition - Lot Composition page, you can perform a separate lot trace by moving to the Lot Trace page and editing the search criteria in the header section. This discards only the results from any previous Lot Trace searches and populates the Lot Trace inquiry page with new data. The same is true in the reverse (on the Lot Trace page, you can perform a separate lot composition trace).
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Perform an independent lot trace inquiry when you click the value in the Parent Lot ID column on the Lot Trace - Production Parent page.
The results of the first lot trace inquiry are replaced with data reflecting where the item was used; the results from the first lot composition inquiry remain unchanged. Similarly, you can perform an independent lot composition inquiry when you click the value in the Comp Lot ID (component lot ID) column on the Lot Composition - Production page.
Blank fields in the grid indicate that the column attributes are not relevant to the transaction. If a search cannot return any data to either page in the component to fulfill the request, the system displays this message: Sorry, No Records Found.