Using the Lots Form to Track Lots

  1. On the Lots form, specify the item and lot number to trace.
  2. Enter the Lot Trace area. The area displays the root node of a tree.
  3. Click on nodes to expand the information. The tree initially shows the source transaction of the lot/item. If that transaction is a job, the tree includes additional nodes for any lot/item materials in that job, as well as nodes for the source of those lot/items.
  4. Continue through the nodes until there are no more job sources, or job sources with lot item materials.