The ‘Forwards Traceability’ report is used to generate a report that provides a detailed breakdown on the receipt and subsequent use of single lot of a commodity.

This report can be found under the ‘Traceability’ header in the Jasper Reports suite, and if we select it we will see the following options for running it.

• Commodity – Allows selection of a specific commodity (ingredient, formula, or product).
• Lot Number – Allows selection of a specific lot of a commodity.
• Show Q&A – Shows any Q&A that was triggered for the related Purchase Order for this commodity (if a purchased ingredient). This includes images taken as part of the Q&A process.
• Show On Hold Items – Shows any items that are currently placed on hold by WMS. Commodities must be palletized to be put on hold.
• Show Shipped Products – Shows shipped products on associated Sales Orders. Note that this option will only show products when forwards tracing a batch formula, not an ingredient or product formula.
• Show Emergency Contacts – Shows emergency contacts for the commodity supplier (is applicable/entered in the ‘Suppliers’ window of Control Center)
• Show Lab Test Results – Shows lab testing results (if present) for the particular lot.
• Show Default Supplier Image – Displays the image uploaded against the commodity if it is assigned to a supplier in Ordering > Suppliers in Control Center. Only applies to commodities with a relevant Purchase Order.
• Show Images of Received Lot – Includes images taken of the received item outside of customer created Q&A events (so if WMS is configured to require an image upon any commodity receipt).
• Show Summary – Shows a summary of inventory figures at the end of the report, capturing total received/consumed/adjusted quantities.
• Show Additional Images – Shows any additional Q&A related images for batches/products/shipped items for anything produced from the selected lot, along with associated batch/order information.

If we run the report as we have set it up in the image above, we will generate one that looks like this:

This report links to the following:

• Clicking the PO number in the top left area will generate a ‘Purchase Order’ report for that order.
• Clicking the Formula at the head of each ‘Produced Batches’ area will generate a ‘Formula List’ report for that formula.
• Clicking individual Batch or Job Number will generate a ‘Full Traceability’ report for that batch.