How to Use New Microsoft Dynamics AX 2012 Batch Handling Feature for Item Trace

How to Use New Microsoft Dynamics AX 2012 Batch Handling Feature for Item Trace

February Blog Series: Tools We Love

Insights from: Traci Didonna (Fullscope Product Architect)

Item trace – What is it?

  • New feature released in Microsoft Dynamics AX 2012 CU6
  • Provides an alternative tracing tool based on tracking dimensions, one-stop shop when tracking by batch/serial number (also commonly known as Lot Trace)
  • Enables visibility throughout the company and addresses the requirement of tracing raw material or ingredients from receipt until production as well as the sale of the end-item
  • Supports both backward and forward tracing


Item trace – What does it use?

  • Strong integration of tracking dimensions within Dynamics AX business logic
  • Existing transactions captured in AX
  • User-friendly, robust interface

Item trace – Business pains addressed

  • For tracking dimensions, prior tools were sometimes difficult to use/read
  • Too many places to look and too time consuming to gain a complete picture
  • Recall situations were risky

Item trace – Key benefits achieved

  • Puts all of the pieces together using a one-stop approach, fast overview plus details where needed
  • Proactive management of product safety and recall assistance
  • Protection of the customer's brand by demonstration of solid processes when something goes wrong

Item trace – Overview

  • Search criteria "input"​
  • Item tracing graphical fashion "tree" with multiple node  levels as required
  • Fa​st tabs for the following functional areas based on highlighted node in tree:
    • General
    • On-hand inventory
    • Batch
    • Production
    • Quality orders
    • Non-Conformances
  • ​​Summaries from ribbon
    • ​​Item
    • Sales
    • Purchases
    • Production
    • Quality

Step 1: Choose item/dimensions, selection/filters

Choose tracking-controlled item.  Enter tracking dimensions: Batch/Serial number. Select other dimensions to filter search. Can also optionally limit trace by date range. Choose Trace direction and select Trace action from ribbon.

Step 2:  View trace details (tree)

​Tree reflects what has happened to that item.  Is based on Inventory transactions.  For end items, will include nodes for raw materials.  For raw materials, will include nodes for where that material was used and/or sold.  Includes co-products as well.

Step 3: View fast tabs for more details

​Fast tabs provide detailed information about the highlighted node from the Details FastTab. Provides more information about the referenced item, its on-hand inventory,  batch details, production for that item/batch, quality orders and non-conformances.

Step 4: Initiate ribbon for summaries

Related to ALL of the nodes within the trace, provides summarized information by functional area.  For example, can see a list of all customers impacted by the trace including contact information for each customer.  Or can view a list of all inventory transactions included in the trace.  Another way to use the Ribbon includes viewing all pending production orders so that changes can be made to potentially avoid additional issues.

Can export the data from the Trace to XML.

Can print a report that shows all Customers impacted by the given trace.

For more information on how Edgewater Fullscope can assist your manufacturing business with Microsoft Dynamics AX or other Microsoft ERP Solutions, please contact us today.


AX Technical Tip, batch handling, Item trace, Microsoft Dynamics AX ERP