> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bold-factory.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Investigate lot traceability

> Follow a lot's origin, components, movements, and cost to investigate an incident.

Use **Lots** to reconstruct the material's origin, stock changes, and the documents explaining them.

## Before you start

* You need access to **Warehouse > Lots**.
* Prepare the lot code, item, or a related reference.
* If you are investigating a financial discrepancy, also check the period and expected cost.

## Find the lot

**Path:** **Warehouse > Stock control > Lots**

<Steps>
  <Step title="Find the record">
    Filter by lot code, item code, or item name.
  </Step>

  <Step title="Check that it is the correct lot">
    Review status, item, type, origin, current stock, and creation date.
  </Step>

  <Step title="Open the lot">
    In **Actions**, open its details.
  </Step>
</Steps>

## Follow origin and composition

In **Information**, first review **Lot type**, **Item**, and **Current stock**.

| Type | How to follow it |
| - | - |
| Origin | Open the purchase or MO shown in **Origin**. If the origin is unknown, no operational document is linked. |
| Merged | Review the two initial lots and the **Components** table. The table shows each source lot, its reference, and its proportion. |
| Provisional | Review **Movement history**. This type has no **Origin** link or **Components** table. |

Open each component and repeat the review until reaching its source lots.

## Reconstruct movements

The **Movement history** table shows:

* affected location;
* movement type;
* cause or related document;
* change quantity;
* stock after the change;
* date and time.

<Steps>
  <Step title="Start with the first movement">
    Check whether the receipt matches the expected purchase, manufacturing, or reconciliation.
  </Step>

  <Step title="Follow causes">
    Open links in the **Cause** column to review the document originating each receipt or issue.
  </Step>

  <Step title="Check the balance">
    Follow **Change** and **Stock after** to locate the movement where the discrepancy begins.
  </Step>

  <Step title="Compare the location">
    Open the location when you need to compare the lot with stock stored there.
  </Step>
</Steps>

## Review cost

Open the **Costs** tab. Bold shows the **Unit cost** and the components that make it up.

Each component shows its type, related document or lot, proportion, and unit cost. Use these links to check whether the discrepancy originates in a purchase, MO, or component lot.

<Warning>
  Do not replace one lot with another to reconcile an incident. Preserve the actual physical reference and correct the movement or document explaining the difference.
</Warning>

## Related

* [Lots](/en/concepts/warehouse/lots)
* [Stock and movements](/en/concepts/warehouse/stock-and-movements)
* [Investigate stock discrepancies](/en/guides/warehouse/investigate-stock-discrepancies)
* [Inventory valuation](/en/guides/costs/value-inventory)


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