Component Lot Trace shows which work orders consumed a selected component lot and which finished-good lots, shipments, orders, and invoices may be affected.
What this report is for
Use Component Lot Trace when you need downstream traceability from a component lot into production and customer activity. This is useful for quality review, lot holds, supplier issues, and customer impact analysis.
This report is read-only. It does not change inventory, work orders, shipments, or invoices.
Screen path
Dashboard > Manufacturing > Reports > Component Lot Trace
Report inputs
| Input | Notes |
|---|---|
Component Part Number |
Select a traceable part that has inventory lots. |
Lot |
Select a lot for the chosen component part. Disabled until a part is selected. |
Run Trace |
Runs the trace after both part and lot are selected. |
The part selector includes traceable parts with lot values in inventory records.
Results
Lot information
The lot info bar shows:
- Component
- Lot
- Quantity on hand
Affected Work Orders
Shows work orders that consumed the selected component lot.
| Column | What it shows |
|---|---|
WO Number |
Work order that consumed the component lot. |
FG Part Number |
Finished part on the work order. |
FG Description |
Finished part description. |
WO Status |
Current work order status. |
Qty Consumed |
Component quantity consumed from the selected lot. |
WO Qty Completed |
Quantity completed on the work order. |
Affected Finished Good Lots
Shows finished-good lots completed from affected work orders.
| Column | What it shows |
|---|---|
WO Number |
Work order that completed the finished-good lot. |
FG Part Number |
Finished part number. |
FG Description |
Finished part description. |
FG Lot |
Finished-good lot. |
Qty Completed |
Finished-good quantity completed into the lot. |
Completion Date |
Completion timestamp. |
Orders & Invoices
Shows downstream customer activity for affected finished-good lots.
| Column | What it shows |
|---|---|
FG Part |
Finished part number. |
FG Lot |
Finished-good lot shipped. |
Order Number |
Sales order number. |
Customer |
Customer name and code. |
Customer PO |
Customer PO from the sales order. |
Qty Shipped |
Quantity shipped. |
Ship Date |
Shipment date. |
Tracking |
Shipment tracking number when present. |
Invoice |
Invoice ID when an invoice line exists. |
Invoice Status |
Invoice status when present. |
Line Amount |
Invoice line amount when present. |
What happens behind the scenes
PAX loads traceable parts with lot values and then loads lots for the selected part.
When Run Trace is selected, PAX finds the selected component inventory lot and reads work order material issue records tied to that inventory record. It then follows affected work orders to finished-good completion lots, finished-good inventory records, shipment lines, sales orders, customers, invoice lines, and invoices.
The report depends on materials being issued through How to Issue Materials and finished goods being completed with correct lots through How to Log Labor / WIP to FG.
Troubleshooting
The component lot has no affected work orders
Likely cause: The lot has not been issued to a work order, or it was not issued through the lot-aware material issue workflow.
Safe fix: Review material issue records on the related work order.
Contact support if: The lot was issued but no work orders appear.
Finished good lots are missing
Likely cause: Affected work orders have not been completed yet, or completions were posted without finished-good lot records.
Safe fix: Review the work order completion history.
Contact support if: The work order has completion lots but they are missing from the trace.
Orders are missing
Likely cause: Affected finished-good lots have not shipped yet.
Safe fix: Review shipment activity for the finished-good lot.
Contact support if: The lot shipped but the order is missing from the trace.