1. Order Management
  2. Order Management Reports
  3. Lot and Serial Number Trace
  4. Working with Lot and Serial Number Trace

Working with Lot and Serial Number Trace

You can perform following actions using the SuiteApp:

Watch the following help video for an overview of how to perform the serial or lot trace in the Lot and Serial Number Trace SuiteApp:

Performing Lot Trace

You can perform the lot trace from the Lot Trace page.

To perform a lot numbered item trace:

  1. Go to Reports > Lot / Serial Trace > Lot Trace.

  2. In the Item field, enter any three or more characters of the item name and select the desired item from the list.

    Note:

    If you enable the Show Display Name with Item Codes preference, you can also search an item by its display name. The display name also appears in the Items field. At any time, you can either search by item name or its display name.

    The Lot Number field lists only the lot numbers associated with the selected item.

  3. In the Lot Number field, enter any three or more characters of the lot number and select the desired lot number from the list.

    Note:

    The lot number should not contain the following characters:

    • Special characters < and >. These characters are encoded to &lt and &gt respectively in the Lot Number field.

    • HTML encoded characters. For example, &amp;

    • Arithmetic operators such as +, -, /, *, =, and %. These characters can evaluate the numbers into different values when you export to a CSV file and open the file in Microsoft Excel.

  4. (Optional) To change the transaction display settings:

    1. Check the Show Transaction Display Settings.

    2. In the Transaction Display Settings sublist, check or clear the transaction types that you want to show in the trace results.

  5. Click Submit.

    The trace results appear in subtabs on the Lot Trace page.

Performing Serial Number Trace

You can perform the serial number trace from the Serial Number Trace page.

To perform a serial number trace:

  1. Go to Reports > Lot / Serial Trace > Serial Number Trace.

  2. From the Trace Type list, select the trace type.

  3. In the Item field, enter any three or more characters of the item name and select the desired item from the list.

    Note:

    If you enable the Show Display Name with Item Codes preference, you can also search an item by its display name. The display name also appears in the Items field. At any time, you can either search by item name or its display name.

    The Serial Number field lists only the serial numbers associated with the selected item.

  4. In the Serial Number field, enter any three or more characters of the serial number and select the desired serial number from the list.

    Note:

    The serial number should not contain the following characters:

    • Special characters < and >. These characters are encoded to &lt and &gt respectively in the Lot Number field.

    • HTML encoded characters. For example, &amp;

    • Arithmetic operators such as +, -, /, *, =, and %. These characters can evaluate the numbers into different values when you export to a CSV file and open the file in Microsoft Excel.

  5. (Optional) To change the transaction display settings:

    1. Check the Show Transaction Display Settings.

    2. In the Transaction Display Settings sublist, check or clear the transaction types that you want to show in the trace results.

  6. Click Submit.

Advanced Lot Number Filtering

For lot trace, if there are too many options in the Lot Number list, you can filter the list using advanced lot number filtering. Click Advanced Lot Number Filter to open the Advanced Lot Number Filter window. Using this method, you can filter the lot numbers based on the lot fields. Lot fields on this window list as per the item number fields.

For example, if there is an item number field for melting point and you want to list only the lots with melting point value of 100. In the Advanced Lot Number Filter, select 100 in the Melting Point field and click Submit. Only the lots that satisfy the melting point criteria display in the Lot Number list.

Advanced lot number filtering works with the following item number field types:

  • Check Box

  • Currency

  • Date

  • Decimal Number

  • Free-Form Text

  • Integer Number

  • Percent

  • Time of Day

You can optionally use the Lot Auto Numbering SuiteApp so that only the lot fields that are related to the traced item are displayed. For more information, read Lot Auto Numbering SuiteApp.

Related Topics

General Notices