Shelf Life
The shelf life functionality allows you to meet your customer’s shelf life demands and to ensure vendors meet your shelf life requirements. You can configure the shelf life and production date requirements for customers, vendors and items with restrictions on picking, shipping and receiving activities. The shelf life and production date function will not allow items to be picked, shipped or received if they don’t meet the requirements as defined in the Shelf Life Requirement and Production Date Requirement fields.
Sales Orders
When creating sales orders, you can define the shelf life and production date requirements from the following pages:
Customer Item Catalog
Item Customer Catalog
Customer Card Item Card
On the Sales Order page, the Planned Deliver Date value (on the Lines FastTab), and the formulas entered for the Shelf Life Requirement and Production Date Requirement fields are used to determine if the item being picked or sold meets the shelf life and production date requirements. The system looks at the Shelf Life Requirement and Production Date Requirement fields in the following page order, and if the first page doesn’t have a value, the system looks to the next page:
- Customer Item Catalog/Item Customer Catalog
- Customer Card
- Item Card
The system will not allow an item to be picked or shipped in the following instances:
The item expires before the date that was calculated based on the formula in the Shelf Life Requirement field and the planned delivery date. For example, if the planned delivery date is May 15, 2018, and the shelf life requirement is 2M (two months), then any item that expired on or before July 15, 2018 would not be allowed to be picked or shipped.
The item’s production date is before the date that was calculated based on the formula in the Production Date Requirement field and the planned delivery date. For example, if the planned delivery date is May 15, 2018, and the production date requirement is -2M (minus two months), then any item that was produced on or before March 15, 2018 would not be allowed to be picked or shipped.
In the following screen shot, the green bars show what lots can be picked or shipped. The red bar shows lots that cannot be picked or shipped. For example, if a lot expiration date falls between the planned delivery date and the calculated minimum shelf life date, then the lot cannot be picked or shipped.
Purchase Orders
When creating purchase orders, you can define the shelf life and production date requirements from the following pages:
Vendor Item Catalog
Item Vendor Catalog
Vendor Card
Item Card
On the Purchase Order page, the Expected Receipt Date value (on the Lines FastTab) and the values entered for the Shelf Life Requirement and Production Date Requirement fields are used to determine if the item being purchased meets the shelf life and production date requirements. The system first looks at the Shelf Life Requirement and Production Date Requirement fields in the following page order, and if the first page doesn’t have a value, the system looks to the next page:
- Vendor Item Catalog/Item Vendor Catalog
- Vendor Card
- Item Card
The system will not allow an item to be received in the following instances:
The item expires before the date that was calculated based on the formula in the Shelf Life Requirement field and the expected receipt date. For example, if the expected receipt date is May 15, 2018, and the shelf life requirement is 2M (two months), then any item that expired on or before July 15, 2018 would not be allowed to be received.
The item’s production date is before the date that was calculated based on the formula in the Production Date Requirement field and the expected receipt date. For example, if the expected receipt date is May 15, 2018, and the production date requirement is -2M (minus two months), then any item that was produced on or before March 15, 2018 would not be allowed to be received.
In the following screen shot, the green bars show what lots can be received. The red bar shows lots that cannot be received. For example, if a lot expiration date falls between the planned receipt date and the calculated minimum shelf life date, then the lot cannot be received., or if a production date is before the calculated earliest production date, then the lot cannot be received.