We are managing some disinfection chemicals in our warehouse that have shelf expiry life.
What is the best way to manage the expiry date in MAXIMO.
The Expiration Date and Shelf Life fields on Inventory records are not applicable to items that are not set up as LOTTED as the Lot Type in Item Master/Inventory. These fields only have functionality for Inventory records when the item has a Lot Type of LOTTED. The functionality is described below.
-On receipt of the Lotted item, the User accepts/enters the Bin number and the Lot number;
-When the receipt is complete, the User enters the Shelf Life and the Expiration Date is calculated;
Once the Expiration Date is met, and there is a Current Balance on hand, the Expired Quantity in Stock value populates with this balance and the Current Balance and Quantity Available fields re-calculate to reflect only the quantity of this item on hand that has not exceeded the Expiration Date.
Some clients have set up Escalations to be warned of lotted items that are getting close to the expiration date by defining values in the following fields in the Escalation record:
Applies To: INVBALANCES
Condition: curbal >= 1 and lotnum is not null
-Escalation Point set to: USEBY -90.00 DAYS
Note: the Expiration Date field on the Inventory record is invbalances.useby
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I work for an organization and I am working on a way to better organize our part numbers that have expiration dates. I've started off by making an Excel sheet that has the part number multiple times based on the expiration date and then had the matching quantities of that expiration date. What im trying to do is what you always do in life, if something is going to go bad use up the one that will expire first. But now trying to do this in an excel table automatically. This is my Ex: my master log where they will put in the Part#, expiration date, and quantity, this is where most info will be pulled from.
I am now on to taking away our companies forecasted usage of these parts away from these quantities to show an overall usage over the months and pairing the intersecting expiration dates. I’ve got the Usage by using a pivot table to total these part numbers quantities. And I’ve made a chart mapping the overall usage to part quantity forecast with it being flagged if the expiration date interferes with the actual date. This is the forcasting for what we plan to use of each part #
This is me subtracting the usage number from the inventory of those part numbers and it being flagged when it expires.
=IF((IF((VLOOKUP($F60,Expires!$1:$1048576, 10, FALSE))<Sheet1!G$58, "Bad", "Good"))="good", T33, "Expired")
I used this function, my vlookup pulling from my first sheet and pulling the part numbers expiration date and if it is <the date up top (9/1,10/1 etc.) then it will be flagged as expired and wont even show the usage. T33 is simply pulling the fromual from another table which is just quantity- usage. Please lmk if this looks right my vlookup turns out pulls the latest expiration date from the multiple part #s.
But that is with total quantities, not separated based on the part number expiration dates. What I am wondering is how can I make a table like this but subtracts the usage from quantity of the part number that will expire first? Then after that quantity hits zero it takes away the usage from the next one due to expire? But also I want the Numbers to be able to auto populate from the sheet where the user enters the data (master log).
So this is what it will be doing and will look like the table above multiple of the same part number. Whats happening now
But needs to look like this Final table and add the part number to the list and quantity as they are entered in the master log. I was trying to do a Vlookup(MIN and take the part number from the other table based on the lowest expiration date first but I don’t think excel is capable of that, I’m not sure here.
Please help, thank you!
We've defined new accounts as accounts that purchase something after at least 90 days without any purchases. I've plotted out the data in a table showing months and the first invoice that occurred in that month.
I've used the COUNTIFS formula suggested in this post to identify accounts that qualify as "new accounts". Right now, I have the formula returning "New" or "Current".
What I really need is to return the invoice number that occurred after 90 days unsold.
So in the attached example, Account A was unsold from May-July, then purchased invoice 133871 in August. How would I get it to return "133871" in Column1 instead of "New"? For Account B, I would need it to return March's invoice of 125884.
Or am I going about this the wrong way?
I faced the following problem in NetSuite.
If the Customer balance is changed, NetSuite doesn't update the last modified date for this Customer.
For example:
I have two Customers. Each Customer has two open invoices.
From Customer1, I moved the invoice to Customer2.
The balance for Customer1 is changed, but the last modified date is not changed.
This negatively affects the correct use of the data via API because we don't understand that the data for Customer1 is changed.
As I understood it is correct behavior in NetSuite because balance is not data that is on the customer, it's a number calculated from other records.
In this case, how I can receive information that the Customer Balance is changed?
In Acumatica, I'm trying to build a generic inquiry related to budgets. What table has the budget per month data?
I have gathered the YTD information from the 'GL Budget Line' table. But I need further information.
Please help. Brandon
The amounts allocated for each particular period may be found in the GLBudgetLineDetail table (and through the corresponding DAC). Each record in this table presents data for a particular Account, Subaccount and Financial Period.
The columns that may be of particular interest for you are Amount and ReleasedAmount. The first one stores the editable budget amount - that is actually what user edits through the Budgets screen. The second reflects the released amount of budget for the period, account and sub - this field is populated with the value of Amount during the budget release process.
I'm looking to provide a list of Customers in NetSuite who have NOT traded in the last 12 months (fiscal year) using the saved search functionality.
in the saved search criteria add the following entries
Date of last sales - is not empty
Date of last order - is not empty
you can also add another criteria for Transactions Field : Date and specify the timeline.
it will give you a list of active customer with orders/sales for your specified time period.
I hope this works for you.