---
title: How to Use the Product Traceability Feature in Sage X3
description: Learn how to track lot-managed products in Sage X3 with detailed traceability. Get insights on setting up and running traceability reports efficiently with this step-by-step guide!
---

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# [How to Use the Product Traceability Feature in Sage X3](https://www.rklesolutions.com/blog/how-to-use-the-product-traceability-feature-in-sage-x3)

 Written by [LeeAnn Segan](https://www.rklesolutions.com/blog/author/leeann-segan) | Jun 6, 2024 2:29:00 PM

When utilizing lot-managed products in Sage X3, it may be necessary to run a traceability analysis of that specific product. Some industries have a set of standards that must be met when managing lot-managed products. The traceability options allow a company to track a particular lot's movement from destination to destination.

## 3 Ways to Track a Lot-Managed Product

A lot-managed product can be tracked in three ways: No Traceability, Summary Traceability, and Detailed Traceability.

### No Traceability

If you choose no traceability, this means that no movement of a particular lot will be traced.

### Summary Traceability

A summary traceability involves tracking one occurrence of the product. This will include the Product, Lot, Sublot, Site, Status, Document Type, and Document Number.

### Detailed Traceability

Detailed traceability involves recording each stock movement. This means that multiple lines may occur for a single transaction.

#### How to Set Up a Detailed Traceability:

1. Go to** All > Common Data > Products > Products > Identification.**
2.   Define the level of traceability in the Management Section. In this example, I have entered the following: 
     - Stock management: **"Managed"**
     - Management mode: **"Available stock"**
     - Traceability: **"Detailed traceability"**
     - Lot management: **"Mandatory lot"**

#### Running the Detailed Traceability Report

The detailed traceability activity is written and stored in a table called STOTRK.

1. Go to **All > Stock > Inquiries > Movements > Traceability > Selection.**
2. Choose the "**Backward**" or "**Forward**" option in Sign. 
     - A **Backward Sign **will display the split of the selected lot into other lots. All of the events displayed will be linked to the specific lot.
     - A **Forward Sign** will display the transactions that led to the delivery of manufacturing for the specific lot.
3. Product will be "**Mandatory."**
4. Next, navigate to Lot.
5. In the "Entry Type" field, select all or specify your chosen type of entry.
6. Click on the **"Criteria"** button to select more options for the inquiry.
7. Next, select the **"Display sel." **button from the list located on the right side to view your results.

This is an example of a detailed traceability report with the **"Backward" **Sign chosen:

To view the detailed tracking, click on the "Detail" button located on the right side of the list.

This is an example of a detailed traceability report with the "Forward" Sign chosen:

To view the detailed tracking, click on the "Detail" button located on the right side of the list.

## Want More Sage X3 Features & Functions?

For more Sage X3 videos, visit our YouTube page and subscribe to [stay up-to-date with the latest insights and tutorials](https://www.youtube.com/c/RKLeSolutionsLLC/videos). Our channel is dedicated to providing valuable resources for businesses looking to optimize their financial management with Sage X3.

#### Check out these blogs to help get you started!

[How to Match Open Items](https://www.rklesolutions.com/blog/how-to-match-open-items-in-sage-x3)  
[How to Match Tolerances](https://www.rklesolutions.com/blog/how-to-match-tolerances-in-sage-x3)  
[How to Receive Notifications on a Batch Job Error](https://www.rklesolutions.com/blog/how-to-receive-notifications-on-a-batch-job-error-in-sage-x3)  
[How to View Multiple Lines When Running an Inquiry](https://www.rklesolutions.com/blog/how-to-view-multiple-lines-when-running-an-inquiry-in-sage-x3)

[View full post](https://www.rklesolutions.com/blog/how-to-use-the-product-traceability-feature-in-sage-x3)

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