Shelf Life Management
Setup
Purchase and Payables
In the Purchase and Payables Setup, you can define the default minimum shelf life for purchase transactions. To do this, go to the Quality Requirements & Specifications tab and fill in the Default Minimum Shelf Life field. Default Minimum Shelf Life should be expressed using date formulas.
Sales and Receivables
Default Minimum Shelf Life
Similarly, in the Sales and Receivables Setup, you can define the default minimum shelf life for sales transactions. Navigate to the Quality Requirements & Specifications tab and fill in the Default Minimum Shelf Life field.
Minimum Shelf Reference Date
When selecting a lot for a sales document, the minimum shelf life check is triggered.
The minimum shelf life check is performed according to the following calculation (based on the Minimum Shelf Reference Date):
| Minimum Shelf Reference Date | Shelf Life Check |
|---|---|
| Posting Date | Expiration Date >= Document Posting Date + Minimum Shelf Life |
| Planned Delivery Date | Expiration Date >= Planned Delivery Date + Minimum Shelf Life |
Item Setup
When creating a new item, the Inbound Minimum Shelf Life and Outbound Minimum Shelf Life are defaulted from the Purchase and Payables Setup or Sales and Receivable Setup. You can find these fields on the Item Card under the Item Tracking tab. These values can be adjusted manually for each item.
Quality Requirements and Specification
When adding an item to a Quality Requirements and Specification the nenwly creatd line is defaulted with the Minimum Shelf Life defined on the item card. When needed, you can adjust the proposed value with an alternative minimum shelf life that would apply for specific customer/vendor and item.
Minimum Shelf Life Check
When selling/purchasing items, If an applicable Quality Requirements and Specification for that item and customer/vendor exists, then the Minimum Shelf Life setup on the Quality Requirements and Specification will be applied. However, if no Quality Requirements and Specification is applicable, then the Minimum Shelf Life from the Item Card will be applied.
Impact on Sell-By Date
The Sales Minimum Shelf Life defined on the Item Card will be used to calculate the Sell-By Date on the Lot Number.
The calculation formula is as follows: Sell-By Date = Expiration Date - Sales Minimum Shelf Life
For example, if the Default Outbound Minimum Shelf Life for an item is defined as 2 months and the Expiration Date is set to 3 months:
When purchasing the item on 09/10/2023, the Expiration Date will be calculated as 09/01/2024.
Since the Sales Minimum Shelf Life is set to 2 months, the Sell-By Date field for the associated lot will be filled with a date 2 months prior to the expiration date, which is 09/11/2023.