Date Analysis on Lot-Controlled Items

This document explains how you can perform all the necessary date analyses on balance identities, for instance, expiry date, last sales date and re-inspection date.

Outcome

The lot-controlled items are displayed in date order. By using some of the selection fields, you can filter out the important balance identities. Several options enable you to skip to a number of programs for executing the decided action.

The last sales date, re-inspection date and the expiry date are now also included in the MITLOC table.

All expiry date, last sales date and re-inspection date changes are made on the lot number level, for instance, in the MILOMA table.

Only lot-controlled balance identities that exist in the MILOMA table are displayed in ‘Balance Identity. Analyze per Date Type’ (MWS320).

In most industries where some sort of expiry date functions are used, there is a need to be able to analyze all materials that are about to expire. This helps you to manage questions such as whether material can be used for something else, in which product this is material included, what the material plan looks like for this item, etc.

Before You Start

Lot-controlled items with expiry date handling or/and quality inspection date handling are set.

Follow These Steps

Options on the (MWS320/B) Panel

  1. Start ‘Balance Identity. Analyze Per Date Type’ (MWS320).

  2. The following options exist:

    Option 11 starts ‘Balance Identity. Display’ (MMS060).

    Option 12 starts ‘Item. Open Toolbox’ (MMS200).

    Option 13 starts ‘Material Plan. Open’ (MMS080).

    Option 14 starts ‘Availability. Display All Warehouses’ (MMS081).

    Option 15 starts ‘Material Plan. Display Several Items’ (RPS115).

    Option 16 starts ‘Where-Used Analysis. Display’ (PDS110).

    Option 17 starts ‘Attribute Value. Connect to’ (ATS101)

    Option 21 starts ‘Lot/Serial Number. Open/Connect to Item’ (MMS235).

    Option 22 starts ‘Balance Identity. Reclassify’ (MMS130).

    Option 23 starts ‘Balance Identity. Reclassify’ (MMS130).

    Option 24 starts ‘Req/Distr Order. Open’ (MMS100).

    Option 25 starts ‘Physical Inventory. Quick Entry’ (MMS310).

    Option 38 starts 'QI Request. Open' (QMS300)

    Note: The '407 Quality Management' field in 'Company. Connect Division' (MNS100/K) must be defined as 'Quality management system' for this option to be available.

Fields on the (MWS320/B) Panel

  • Warehouse = blank warehouse displays all warehouses; if a warehouse is specified, only the selected warehouse is displayed.
  • Location type = blank location type displays all types; if a location type is specified, only the selected location type is displayed.
  • Status balance ID = blank status displays all balance IDs, if a status is specified, only balance IDs with the selected status are displayed.
  • View = according to M3 standard.
  • From date = The ‘From date’ field is used for selecting the balance identities that should be displayed in the subfile. All transactions with a later expiry date, last sales date or re-inspection date (depending on the date type parameter) will be included in the selection.
  • Date horizon = The ‘From date’ plus the ‘Date horizon’ fields specify an end date for selecting balance identities in the subfile. The calculated end date is compared with the expiry date, last sales date or the re-inspection date (depending on the date type) and only balance identities between the date and the calculated end date are displayed in the subfile.
  • Date type = The date type controls which date that should be displayed in the subfile and to which date the from date/date horizon should be compared.

    The valid alternatives are:

    1 = Expiry date

    2 = Last sales date

    3 = Re-inspection date.

    4 = Planned re-classification date

  • Selection = The selection value is used for selecting balance identities. Normally all balance identities in the selected date range are displayed, but by using the key selection fields, you can display just one particular item number or product group, etc.

    The valid alternatives are:

    1 = Item

    2 = Item group

    3 = Product group

    4 = Assortment

    5 = Responsible

    6 = Planner