MICROSOFT DYNAMICS AX2012

TOPIC: SHELF LIFE MANAGEMENT

PURPOSE & PREREQUISITE

Shelf life Install Function PI Formula

CONTENT

Shelf life is associated with inventory batches, and is calculated based on the manufacturing date of the inventory batch using the setups at the released product. If shelf life items are stored beyond the expiration date, the inventory batch is retested for quality and the expiration date is extended upon successful retest. You can use the FEFO reservation methodology for these shelf life items. If you use this methodology, the sorting order for reservation availability is based on the expiration date, instead of the batch number creation date Prerequisites to configure Shelf lite for item - Assign tracking dimension batch number must be active - Assign item model group that has a reservation of the FEFO date-controlled check box enabled - Define Shelf life period in days - Define either shelf advice period in days or best before period in days Path: Product Information management> Common> Released product

Create Purchase Order with item that control shelf life and receive this item
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manufacturing date 01/11/2011 Expiration date = 31/12/2011 (Manufacturing date 01/11/2011 + Shelf life 60 days) Shelf advice date = 30/01/2012 (Manufacturing date 01/11/2011 + Shelf advise 90 days) Best before date = 01/12/1011 (Expiration date 31/12/2012 Best before 30 days)

Batch Expired Block Batch number Movement journal : Production Picking list Path: Production control > Common > Production order > All production order

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Message Batch number

Raw material date Production order > BOM Expiry date : Sale Order Sale Order > Picking list registration

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Message Batch number

Sale order > Packing slip > Line > Inventory > Pick

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Message Batch number

Inquire Shelf Life Details

Shelf advice as of date: This inquiry is useful when a user enters a date and Microsoft Dynamics AX pulls up all the batches that have shelf advice date prior to or equal to that date.

Path: Inventory and warehouse management > Inquiries > Batches > Shelf advice as of date

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Shelf life as of date: You can use this form to view inventory batches with an expiration date that is earlier than the current date. You can use the expiration date selection with FEFO date controlled items to issue appropriate error messages when attempts are made to pick or ship inventory batches that have exceeded this date. Path: Inventory and warehouse management > Inquiries > Batches > Shelf life as of date

Best before as of date: This inquiry is useful when a user enters a date and Microsoft Dynamics AX pulls up all the batches that have best before date prior to or equal to that date. To have an appropriate error message issued when attempts are made to pick or ship inventory from batches that exceed their best before date, you can use the best before or expiration date selection with FEFO date controlled items. Path: Inventory and warehouse management > Inquiries > Batches > Best before as of date

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Update the Shelf Advice, Expiration Date and Best before Dates
You can update the following functions specific to process manufacturing in the On-hand inventory list page.

Reset shelf life dates :

Recalculate shelf life

Reset vendor batch details : Manufacturing date

Vendor batch date Vendor batch date Click OK Stamp Manufacturing date Shelf life

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Shelf Life Setup in Master Planning

Shelf life Planning Tick Field Consider shelf life

Sale Order SL801-F Material: SL801 use 10pcs SL801-F 1 pc

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Run Plan m Planned order

Suggest SL801 on hand Stock

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Batch Batch number

Expiry date Run plan suggest plan purchase order FEFO date control with automatic reservation Production

Production order SL801-F Update > Start ( Suggest batch number ) Picking list

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Define Customer Sellable Days Customer sellable days are defined as the number of days between customer receipt and batch expiration for the shelf life products By configuring sellable days, you establish the customer's number of days that a time-sensitive/shelf life item should be usable or sellable after it is received by the customer
It also helps to ensure that the shelf life products are consumed at the customer's location before they expire.

Customer sellable day Path: Sales and marketing> Common> Customer> All Customers > Select customer > Sell > Setup> Sellable day

Create Sale Order for item SL801 Auto reservation

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30/05/2012 Message Reserve

Batch Batch Sellable date Best before date

NO Reserve Batch order

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Sellable date Customer 10 day Sale Order

Inventory reservation reserve Batch number

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30/05/2012 Message Yes Remove reservation LT-003 Reserve LT-001

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