Lot & Serial Traceability Suite

Key Features

Forward and backward lot/serial genealogy tree — navigate from a raw component to every finished good it touched, and from a finished good back to every component, batch, and supplier lot, rendered as an interactive BC page with drill-through to source ledger entries

One-click mock-recall engine that walks component-to-finished-good links across production orders and rolls up every impacted customer, sales shipment, and quantity for rapid recall scoping

Impacted-customer and impacted-shipment reporting exportable to Excel and PDF, with the audit query exposed over the OData/REST API for downstream QMS, regulator, or supplier-portal consumption

FEFO (First-Expired-First-Out) enforcement wired into Business Central reservation and warehouse pick creation via event subscribers, so the oldest in-spec lot is consumed first

Expiry, best-before, and warranty-date handling on item tracking with availability blocking of expired lots and a job-queue-driven expiry alert workflow

Component-to-finished-good traceability captured automatically at output posting through event subscribers on the production posting routines — no manual genealogy entry

Certificate of Analysis (CoA) attachment per lot using BC's native incoming-document/attachment framework or Dataverse, with metadata fields for test results, release status, and expiry

Table and page extensions over Item Ledger Entry, Item Tracking Lines, Production Order, and Posted Sales/Purchase documents — no base-app modification, fully upgrade-safe

Dedicated permission sets for quality, production, and read-only auditor roles, aligned to BC's permission framework and SOX/GMP segregation-of-duties

Lot/serial status workflow (Quarantine, Released, On-Hold, Rejected) that blocks shipment of non-released lots at posting

Genealogy and recall data surfaced over the Business Central REST/OData v4 API for Power BI dashboards, Power Automate flows, and Dataverse / Power Platform integration

Telemetry to Application Insights plus an audit log of every recall simulation and status change for inspection readiness

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Full traceability that Business Central core only half-delivers

Dynamics 365 Business Central ships with lot and serial number tracking on item tracking lines, the Item Tracing report, and warehouse handling — but quality and compliance teams in food, pharma, and chemical manufacturing quickly hit its ceiling. Native item tracing is a flat list, not a navigable genealogy tree; there is no one-click mock recall, no impacted-customer rollup, no FEFO enforcement on picks, and no structured Certificate of Analysis (CoA) repository tied to a lot. The Lot & Serial Traceability Suite closes that gap.

This is a build-to-order AL extension. ECOSIRE designs, builds, installs, and supports it as a per-tenant extension directly on your Business Central environment (cloud SaaS or on-prem). It is not an instant AppSource download — it is a real engagement where we adapt the suite to your item categories, production BOMs, regulatory regime, and existing customizations before deployment.

The suite adds table and page extensions over Item Ledger Entry, Item Tracking, Production Order, and Posted Sales/Purchase documents; event subscribers on posting routines to capture genealogy at the moment of transaction; a navigable forward/backward genealogy tree page; and a mock-recall engine that walks component-to-finished-good links and rolls up every impacted customer shipment. FEFO logic plugs into reservation and pick creation, expiry/best-before drives availability, and CoA documents attach to lots through Business Central's native attachment framework or Dataverse, surfaced over the OData/REST API for your QMS or supplier portal.

Permission sets, a job queue entry for scheduled expiry alerts, and telemetry are all included so the extension behaves like first-party BC functionality your auditors will recognize.

What you get

A per-tenant Business Central AL extension (.app) built to your specification, installed on your sandbox then production environment by ECOSIRE

Discovery and design document mapping your item categories, BOMs, production flow, and regulatory regime to the suite's data model

Configured permission sets for quality, production, and auditor roles, assigned per your user list

Genealogy tree page, mock-recall report, FEFO logic, expiry/CoA framework configured and validated against your sample lots

Job queue entry configured for scheduled expiry alerts and recall-data refresh

OData/REST API endpoints documented for your Power BI / Power Platform / QMS integrations, with sample queries

User-acceptance test pass on your sandbox, admin handover session, and end-user quick-reference guide

Source AL code ownership plus 30 days of post-go-live support and a defined update/maintenance path

Who this is for

Quality & Compliance Manager (Food/Pharma/Chemical)

Owns recall readiness and regulatory audits (FDA, FSMA, EU GMP, ISO 22000). Needs to scope a recall in minutes, prove forward/backward traceability to an inspector, and keep CoAs tied to released lots — none of which BC core delivers out of the box.

Production / Operations Lead

Runs the shop floor and needs FEFO consumption, automatic component-to-finished-good genealogy at output posting, and lot status that blocks shipping quarantined material — without adding manual data entry for operators.

Business Central Administrator / IT Manager

Responsible for a clean, upgrade-safe tenant. Wants traceability delivered as a per-tenant extension with proper permission sets, telemetry, and API surface — not base-app hacks or a black-box app they cannot govern.

How Lot & Serial Traceability Suite Compares

Criterion	ECOSIRE	Custom Build	Competitor
Navigable forward/backward genealogy tree (not a flat list)	Included	Partial support	Partial support
One-click mock recall with impacted-customer rollup	Included	Partial support	Partial support
FEFO enforcement on reservations and warehouse picks	Included	Partial support	Partial support
Certificate of Analysis (CoA) repository tied to released lots	Included	Partial support	Partial support
Built, installed, and supported on your tenant (no DIY)	Included	Not included	Not included
Tailored to your BOMs, item categories, and regulatory regime	Included	Included	Not included
Upgrade-safe per-tenant extension (no base-app modification)	Included	Partial support	Included
Source AL code ownership (no vendor lock-in)	Included	Included	Not included
REST/OData API surface for Power BI / Power Platform / QMS	Included	Partial support	Partial support

Frequently Asked Questions about Lot & Serial Traceability Suite

How long does delivery take, and is this an instant AppSource download?

It is not an instant download. The Lot & Serial Traceability Suite is build-to-order: after purchase we run a short discovery on your item categories, BOMs, and regulatory regime, then build, install, and validate the per-tenant AL extension on your Business Central sandbox before promoting to production. Typical delivery is 2 to 4 weeks depending on the complexity of your production flow and the integrations you need. You get a clear schedule at kickoff.

How is the extension installed on our Business Central environment?

ECOSIRE installs it as a per-tenant extension (.app) — first on your sandbox for user-acceptance testing, then on production via the BC admin center or the extension management page. For BC on-prem we deploy through PowerShell publishing. It uses only table/page extensions and event subscribers, so there is no base-application modification and the extension stays upgrade-safe across Microsoft's monthly releases.

What ongoing support and updates are included?

The build includes 30 days of post-go-live support to fix any issues found in real use. Beyond that we offer an optional maintenance plan covering Microsoft major-release compatibility checks (BC ships updates roughly monthly with two major waves a year), priority fixes, and enhancement requests. Because you receive the source AL code, you are never locked in — you can have us, your partner, or your in-house team maintain it.

Will this conflict with our existing Business Central customizations or AppSource apps?

We assess your installed extensions during discovery. Because the suite is built with table/page extensions and event subscribers rather than base-app changes, it coexists cleanly with most customizations. Where another extension subscribes to the same posting events, we coordinate ordering and test the combined behavior on your sandbox before production deployment.

Can the genealogy and recall data feed Power BI, Power Automate, or our QMS?

Yes. The suite exposes genealogy, recall-scope, and CoA data over Business Central's REST/OData v4 API. From there you can build Power BI traceability dashboards, trigger Power Automate flows on expiry or quarantine events, sync to Dataverse for the wider Power Platform, or push to an external QMS or supplier portal. We document the endpoints and provide sample queries as part of delivery.

Does it support both lot-tracked and serial-tracked items in the same recall?

Yes. The suite handles lot numbers, serial numbers, and items tracked by both. The genealogy tree and mock-recall engine traverse mixed tracking — for example a serialized finished good built from lot-tracked components — and roll the impacted-customer report up across both dimensions, so a single recall simulation covers your whole bill of materials.