Calculations

Expiration Date

The expiration date plays a vital role in ensuring product quality and safety. It serves as a reference point for conducting checks related to minimum shelf life and FEFO inventory warnings.

To calculate the expiration date, ensure the following prerequisites are configured.

• Turn on the Use Expiration Dates toggle on the relevant Item Tracking Code Card page.
• The Expiration Calculation field must contain a date formula on the relevant Item Card page. For example, the value in this field should be 25D if the item’s expiration is 25 days.

The expiration date is calculated using the following formula:

Expiration Date = X date + Expiration Calculation

The X date varies for each document type and is determined by the configurations set on the Expiration Setup page specific to the relevant item.

Purchase documents

For purchase documents, such as purchase orders, warehouse receipts, and inventory put-aways, the expiration date is calculated based on the document date or vendor production date. This is determined by the configuration set in the Expiration Date Calc. field on the Expiration Setup page specific to the relevant item.

The system determines the X date based on the following hierarchy:

• The system first checks for the value in the Expiration Date Calc. field on the Based on Item FastTab of the Expiration Setup page of the item.
• If it is left blank, the system then checks for the Expiration Date Calc. field on the Based on Item Attribute FastTab of the Expiration Setup page of the item.
• If both fields are left blank, the system considers the document date as the X date for expiration date calculation.

For the newly created lots, you can also change the expiration date even after it is calculated automatically. This option is available only for newly created lots added on the inbound documents such as purchase orders, warehouse receipts, and inventory put-aways.

Document Date

When the Expiration Date Calc. field is set to Document Date, the system considers the source document date as the X date for expiration date calculation.

Vendor Production Date

When the Expiration Date Calc. field is set to Vendor Production Date, the system considers the vendor production date specified on the item tracking lines as the X date for expiration date calculation. To calculate the expiration date, you should manually enter the vendor production date in the Vendor Production Date field on the Item Tracking Lines page.

The expiration date is automatically calculated upon entering the vendor production date even if the Require Expiration Date Entry toggle on the relevant Item Tracking Code Card page is turned on.

Sales documents

For sales documents, such as sales orders, warehouse picks, warehouse shipments, and inventory picks, the system considers the planned delivery date as the X date for expiration date calculation. The date is obtained from the Planned Delivery Date field on the relevant sales order line.

Production/Assembly orders

For production/assembly orders, the expiration date is calculated based on the posting date, starting date, ending date, or lot production date. This is determined by the configuration set in the Production Date for Output field on the Expiration Setup page specific to the relevant item.

The system determines the X date based on the following hierarchy:

• The system first checks for the value in the Production Date for Output field on the Based on Item FastTab of the Expiration Setup page of the item.
• If it is left blank, the system then checks for the Production Date for Output field on the Based on Item Attribute FastTab of the Expiration Setup page of the item.
• If both fields are left blank, the system considers the posting date as the X date for expiration date calculation.

Posting Date

When the Production Date for Output field is set to Posting Date, the system considers the posting date of the production/assembly order as the X date for expiration date calculation.

Starting Date

When the Production Date for Output field is set to Starting Date, the system considers the starting date as the X date for expiration date calculation.

For production orders, this date is obtained from the Starting Date-Time field of the last routing line associated with the production order. If the order does not have any routing lines, the date is obtained from the Starting Date-Time field from the relevant production/assembly order line.

For assembly orders, this date is obtained from the Starting Date field of the relevant Assembly Order page.

Ending Date

When the Production Date for Output field is set to Ending Date, the system considers the ending date as the X date for expiration date calculation.

For production orders, this date is obtained from the Ending Date-Time field of the last routing line associated with the production order. If the order does not have any routing lines, the date is obtained from the Ending Date-Time field from the relevant production/assembly order line.

For assembly orders, this date is obtained from the Ending Date field of the relevant Assembly Order page.

Lot Production Date

When the Production Date for Output field is set to Lot Production Date, the system considers the lot production date as the X date for expiration date calculation.

To calculate the expiration date, you should manually enter the date in the Lot Production Date field on the relevant production/assembly order line. For more information, see Lot Origin Details.

Sales Expiration Date

The sales expiration date indicates the last date by which an item can be sold while meeting minimum shelf life requirements.

It is calculated by subtracting the minimum sales shelf life from the expiration date. The system considers the minimum sales shelf life from the Expiration Setup page specific to the relevant item based on the hierarchy. For more information, see Minimum Shelf Life.

Sales Expiration Date = Expiration Date – Minimum Sales Shelf Life

Once the document is posted, you can view this date in the Sales Expiration Date field on the relevant Lot No. Information Card page.

Expiration Action Date

The expiration action date indicates the last date an action should be taken before an item becomes unsuitable for sale. It is calculated by subtracting the expiration action calculation from the sales expiration date.

Expiration Action Date = Sales Expiration Date – Expiration Action Calculation

The system determines the expiration action calculation based on the following hierarchy:

• The system first checks for the value in the Expiration Action Calculation field on the Based on Item FastTab of the Expiration Setup page of the item.
• If it is left blank, the system then checks for the Expiration Action Calculation field on the Based on Item Attribute FastTab of the Expiration Setup page of the item (defined in the expiration management setup).

Once the document is posted, you can view this date in the Sales Expiration Date field on the relevant Lot No. Information Card page.

To view the information on the Lot No. Information Card page, follow these steps:

1. Select the Search icon , enter Lot No. Information List and then choose the related link.
   The Lot No. Information List page opens.
2. Select the required Lot No. to open the Lot No. Information Card page.

The Expiration Date, Sales Expiration Date and the Expiration Action Date fields are shown on the General FastTab of the Lot No. Information Card page.