Traceability

Goal

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

Item uses lot tracking where required.
You have a batch/lot identifier to investigate.
New production links each output to the material lots consumed in that production event, including partial batches on one work order. Imported opening balances have no original lot genealogy; keep your source archive for that history.

Navigate to Reports > Traceability.
Search by batch or lot ID.
Inspect Inputs (upstream source lots/materials).
Inspect Outputs (downstream production or shipment destinations).
Follow linked batches iteratively until you reach source receipt or customer shipment endpoints.

You can trace a lot across receiving, production transformation, and fulfillment.
You can identify impacted outputs/customers in a recall scenario.
Current Stock shows the physical batch quantity. Reservations affect available stock elsewhere; reserving a batch does not remove physical stock from this card.

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.

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.
If Formul warns that production records predate exact batch linking, the related lots are a broader work-order match. They are not proof that every listed material lot went into this particular output. Check the original production records before narrowing a recall. Older partial-batch links cannot be reconstructed automatically.

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