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Lot Tracking Report

04/03/2023 New report for viewing details and inventory movements for any specific lot

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de un año

In Lot Tracking Report , you can now generate and download a new report for products with lot configuration that will allow you to track specific lots and to view information for every movement performed during a time period for the selected lot. See how this new report works and its impact :

  1. First, go to Lot Tracking Report window.

  2. Here, you must enter search filters in order to view the results for any specific product. These filters are :

a. Product name*.

b. Lot*.

c. Date Range*.



*These three fields are mandatory.

In this search panel, first you must enter the Product name. Then, all of its lots will be loaded. Select any of these lots to view the movements for this lot. Here you must also select the Date Range or keep the default the current date.

3. Now, select Search.

Movements (results) will be listed below.

4. You can download this report by clicking on the printer icon.

5. Apply download parameters and confirm.

Report will look as follows :

Where the columns will show this data :

  • User who performed lot movements (reception or delivery).

  • Service unit

  • Locator

  • Number of document

  • Document creation date

  • Movement Date

  • Transaction Type

  • Encounter

  • Patient

  • Involved Warehouse

  • Product Code

  • Product

  • Lot

  • UOM

  • Initial Amount

  • Movement Quantity

  • Final Amount

You can see how the last six columns include data about product, lot, their UOM and their movements amounts.

Settings needed

For ECS Staff Only

If this screen does not appear on Search, you must assign it to its corresponding role(s) :

For ECS Staff Only :


We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

April 03, 2023.

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