1. Order Management
  2. Order Management Reports
  3. Lot and Serial Number Trace
  4. Working with Lot and Serial Number Trace
  5. Emailing Trace Results

Emailing Trace Results

After performing a trace, you can email the trace results as a CSV file or an XLS file to selected recipients. You can email the results of either a single subtab or all the subtabs.

Note:

In case of multilevel trace results, the SuiteApp can export trace results up to 240 unique levels. If you have more levels, either optimize the results by adding appropriate filters, or export a Concise Report.

Emailing Trace Results of a Subtab

Click Export in each subtab to email the results of the respective subtab.

To email trace results of a subtab:

  1. In the Lot Trace page or Serial Number Trace page, go to the subtab whose results you want to email.

  2. Click Export.

    The Email Trace Report window opens. If you have emails added in the Trace Preferences page, they list in this window.

  3. If the Email Recipient field is empty, enter the recipient email address.

  4. (Optional) To add email addresses in CC or BCC list, enter the email addresses in the Email CC and Email BCC fields, respectively.

    The total number of email addresses in Email Recipient, Email CC, and Email BCC fields combined cannot exceed 10.

  5. (Optional) To change the export file format, select the desired file format from the Export File Format list.

  6. (Optional) To get a concise report, check the Concise Report box.

  7. Click Submit.

Emailing Trace Results of All Subtabs

Click Export All to email results of all subtabs.

Note:

If the export process for Export All exceeds 15 minutes, as a workaround, you can also export the results for each subtab individually.

To email trace results of all subtabs:

  1. In the Lot Trace page or Serial Number page, click Export All.

    The Email Trace Report window opens. If you have any emails listed in the Trace Preferences page, they are listed in the window.

  2. If the Email Recipient field is empty, enter the recipient email address.

  3. (Optional) To add email addresses in CC or BCC list, enter the email addresses in the Email CC and Email BCC fields, respectively.

    The total number of email addresses in Email Recipient, Email CC, and Email BCC fields combined cannot exceed 10.

  4. (Optional) To change the export file format, select the desired file format from the Export File Format list.

  5. (Optional) To get a concise report, check the Concise Report box.

  6. Click Submit.

Note:

When you open an exported .xls file in Microsoft Excel, you may get an alert about the format or extension not matching. You can safely ignore the alert and open the file.

Related Topics

General Notices