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Formul Docs

Traceability

Goal

Section titled “Goal”

Answer where a batch came from and where it went using transaction-backed genealogy.

Before You Start

Section titled “Before You Start”
  • Item uses lot tracking where required.
  • You have a batch/lot identifier to investigate.

Steps

Section titled “Steps”

  1. Navigate to Reports > Traceability.

  2. Search by batch or lot ID.

    Traceability Report

  3. Inspect Inputs (upstream source lots/materials).

    Traceability Inputs

  4. Inspect Outputs (downstream production or shipment destinations).

    Traceability Outputs

  5. Follow linked batches iteratively until you reach source receipt or customer shipment endpoints.

Expected Result in Formul

Section titled “Expected Result in Formul”
  • You can trace a lot across receiving, production transformation, and fulfillment.
  • You can identify impacted outputs/customers in a recall scenario.

Why Traceability Matters

Section titled “Why Traceability Matters”
  • It converts a recall from a broad guess into a targeted list of affected batches and customers.
  • It protects revenue by avoiding unnecessary full-lot destruction or blanket customer notifications.
  • It improves root-cause analysis when quality issues appear in finished goods.

If Something Looks Wrong

Section titled “If Something Looks Wrong”
  • Confirm item is lot-tracked where traceability is expected.
  • Confirm batch IDs were entered during receiving/production.
  • Confirm filters/search terms exactly match stored batch identifiers.

Next Step

Section titled “Next Step”

Return to execution workflows in Buy, Make, or Sell based on findings.