Trace an item or raw material in inventory, production, and sales [AX 2012]

Updated: February 4, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This topic describes how to trace an item or raw material upstream or downstream in the supply chain. Depending on the item or raw material and how your organization sets up its products, you can trace a combination of the item number and tracking dimension. You can also add more trace criteria, such as storage dimensions and a specific period of time.

After you trace the item or raw material as described in step 1, you can perform the next steps in any order.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2.

To trace an item or raw material, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. On the Trace criteria FastTab, enter the following information:

    1. In the Item number field, select the item to trace.

    2. In the Batch number, Serial number, or Vendor batch number fields, select a tracking dimension that includes the item.

    3. In the Forward or backward field, specify the direction to trace.

    4. Provide any optional trace criteria.

    5. On the Action Pane, click Trace.

To find sales orders that include the item or raw material and that have been shipped to customers, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. Enter the item number, tracking dimension, and any optional trace criteria to use.

  3. In the Forward or backward field, select Backward.

  4. To trace the item, on the Action Pane, click Trace.

  5. After the trace is finished, complete any of the following tasks:

    • To view a list of sales orders that have been shipped, click Shipped sales orders.

    • To print a report that shows all sales orders for the item or raw material, or a finished product that used them, click Shipped to customers. The report also contains contact information for each customer.

      NoteNote

      When you trace backward, the report lists only the sales invoice lines for the item and the customers who received it. If you trace a raw material that is used as an ingredient, the report also describes all of the relations from the ingredient to the product. The additional information can be especially useful for customer service purposes.

To find sales orders that haven’t yet shipped and that must be stopped, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. Enter the item number, tracking dimension, and any optional trace criteria to use.

  3. In the Forward or backward field, select Forward.

  4. To trace the item, on the Action Pane, click Trace.

  5. After the trace is finished, complete any of the following tasks:

    • To find the sales orders that have to be stopped, click Not shipped sales orders. These are the sales orders that are not shipped as of the current date, regardless of whether a date range was specified in the trace criteria.

    • To display a list of the customers who purchased the item, click Customers.

To identify the production orders that will use or are using an item or raw material, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. Enter the item number, tracking dimension, and any other relevant trace criteria.

  3. In the Forward or backward field, select Backward.

  4. On the Action Pane, click Trace.

  5. After the trace is finished, complete any of the following tasks:

    • To identify the production orders that you can prevent from starting, click Pending orders. These are the orders that are pending as of the current date, regardless of whether a date range was specified in the trace criteria.

    • To identify the production orders that you can stop, click Production orders. These are the orders that are at least partially reported as finished.

      NoteNote

      The same production order does not appear in both summaries.

To determine the amount of an item or raw material that you currently have in inventory, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. Enter the item number, tracking dimension, and any other relevant trace criteria.

  3. In the Forward or backward field, select Backward.

  4. On the Action Pane, click Trace.

  5. When the trace is finished, click the Details FastTab. The first node in the tree displays the quantity, in the inventory unit, of the traced item or raw material that is currently on hand.

TipTip

To view the on-hand inventory for a document or transaction in the tree, on the Details FastTab, select the node, and then click On-hand inventory.

To identify the vendor that the item or raw material was purchased from, follow these steps:

  1. Click Inventory management > Inquiries > Tracing > Item tracing.

  2. Enter the item number, tracking dimension, and any other relevant trace criteria.

  3. In the Forward or backward field, select Forward or Backward.

  4. On the Action Pane, click Trace.

  5. Click Vendors to view the list of vendors who provided the item or raw material.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

LogisticsBasic

Security roles

The following are examples of the security roles that are required to perform inquiries into the status of an inventory item and related items:

  • Quality control clerk

  • Sales manager

  • Purchase manager

  • Production manager


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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