Remaining Shelf Life Warnings in Sales and Picking

In COSMO Process Manufacturing, you can configure minimum remaining shelf life requirements for lot-tracked items per customer or customer group to ensure compliance with delivery agreements. When lots are assigned to sales or pick lines, warnings are displayed if the selected lot does not meet the required shelf life based on the planned delivery date. This helps you fulfill contractual obligations – typically arranged between manufacturers and wholesalers – by alerting users to select lots with sufficient remaining shelf life before shipment.

Note

Remaining shelf life is specifically designed for lot tracking; it does not support serial number tracking.

Setup

The remaining shelf life is defined on either the Customer Card or Item Card by choosing Sales > Remain. Shelf Life Setup on the Related menu. In the Remain. Shelf Life Setup page, customer/customer group and item/item category filtering can be set in the header and then the lines contain the customer/item combination with the specified remaining shelf life.

Additionally, the item tracking assigned to the items needs to be configured to use expiration dates. In the Item Tracking Code page, select the relevant code, expand the Misc. FastTab, and then activate the expiration date usage as defined by your company. At minimum, the Use Expiration Dates toggle must be turned on.

Processing

When an item is added to a sales line, an initial check is done to determine if a remaining shelf life has been defined for the combination of customer/customer group and item/item category.

If a lot that doesn't have enough shelf life is assigned to either the sales or pick line, a warning message is shown because the calculated Warning Date (Expiration Date - Remaining Shelf Time) is less than the Planned Delivery Date.

Important

The warning message does not prevent the shipment to the customer.

Example

A remaining shelf life of 60 days has been defined for Item P-10503 when it is sold to customer 10000. This means that if a particular lot of item P-10503 is set to expire within 60 days of shipment to customer 10000, the warning message will open if this lot tracking information is entered for the sales or pick line.

[!include[](../../feedback.md)]