Traceability report
The traceability report makes it easy to track a lot, which has been withdrawn or which is in some way problematic, and at the same time identify other affected lots.
The report makes it possible to follow a lot throughout the whole supply chain:
- If your supplier makes you aware of a problematic lot sold to you, you can follow the lot and see which production batches the ingredients are part of. You can also see which customers the affected lots are sold to.
- If a costumer draws your attention to a problematic lot purchased from you, you can trace the lot back to production and view which other ingredients were included in this batch. In addition, you can view which customers have bought the affected products as well as products that contain ingredients from the affected product.
Find the report
- Click Production in the top menu and select Traceability in the section Reports in the drop-down menu.
- Enter the lot number of the problematic lot on the left. Click Apply. If you are working on a small screen, you can find the Filter on the right next to the button Printer Friendly.
- In the different tabs in the report, you can now see which lots and which sales risk to be affected by the problematic lot.
The individual tabs in the table shows the following:
Upstream Chain
This tab shows the lots included in the lot in question, and on which orders the lots were purchased.
| Column name | Explanation |
|---|---|
| SKU Code | This column shows the SKU numbers of the lots used for the problematic lot. |
| Name | This is the SKU names of the lots used for the problematic lot. |
| Lot | This is the lot numbers of the lots used for the problematic lot. |
| Description | This is the description of the lot in form of traces and attributes. |
| Inbound Order | This is the inbound order delivering the lot. |
| Unit of Measure | This is the primary Unit of Measure of the SKU. |
| Sequence | The sequence number indicates where in the process a lot is included. The problematic lot will be nummered 1. The raw material consumed in production is numbered 2, and so on. This is often relevant, if a product is based on multiphase production. |
| Quantity of UoMs | This is the quantity of units put into the problematic lot. |
Lots at Risk
This tab shows which lots are at risk, and on which inbound orders the lots are delivered.
Example: Recall of a batch of rhubarb juice is initiated and the problematic batch/lot is identified.
The cause is incipient fermentation, and there may be the presence of yeast bacteria in other batches of rhubarb juice that have been brewed with the same lot of rhubarb. It is not necessary that all batches of rhubarb juice that have been brewed with the relevant batch of rhubarb must be withdrawn, as the product is pasteurized - the documentation for self-inspection must be checked for correctly performed pasteurization and samples of the other batches are taken.
Lots at risk can be problematic. The report allows you to identify which batches need to be investigated further.
| Column name | Explanation |
|---|---|
| SKU Code | This column shows the SKU numbers of the lots at risk. The lots consumed when producing the problematic lot, or the lots in which the problemtaic lot is consumed. |
| Name | This is the SKU name of the lot at risk. |
| Lot | This is the lot number of the lot at risk. |
| Description | This is the traces and attributes entered for the lot. |
| Inbound order | This is the inbound order delivering the lot. |
| Sequence | The sequence number indicates where in the process a lot is included. The problematic lot will be nummered 1. The raw material consumed in production is numbered 2, and so on. This is often relevant, if a product is based on multiphase production. |
Sold To
This tab shows you which customers the lots at risk have been sold to, and on which sales orders.
This only shows finished goods. If the Traceability report is generated for raw material, go to the tab Sales at Risk.
| Column name | Explanation |
|---|---|
| Order | This is the number of the sales order. |
| Customer | This is the customer of the sales order. |
| Lot | This is the specific lot at risk sold. |
| Traces | This is the traces entered for the sold lot. |
| Dates | This is the dates entered for the lot. Manufacturing, Best Before and/or Used by. |
| Units | This is the unit of the sold lot. |
| Quantity | This is the quantity of units sold. |
| Net Weight (kg) | This is the net weight of the sold lot. |
Sales at Risk
This tab shows all sales at risk, i.e. sold lots containing the same consumed lots as the problematic lot.
If the Traceability report is generated for finished goods, go to the tab Sold To.
| Column name | Explanation |
|---|---|
| Order | This is the number of the sales order. |
| Customer | This is the customer of the sales order. |
| Lot | This is the specific lot at risk sold. |
| Traces | This is the traces entered for the sold lot. |
| Dates | This is the dates entered for the lot. Manufacturing, Best Before and/or Used by. |
| Units | This is the unit of the sold lot. |
| Quantity | This is the quantity of units sold. |
| Net Weight (kg) | This is the net weight of the sold lot. |