Inventory Management

The following enhancements were added in the Inventory Management module.

Expiration Dates for Lot and Serial Items

Expiration dates can be added for items with lot or serial numbers when items are received into inventory or produced through Bill of Materials. Expiration dates can be manually entered, or you can enter settings to automatically calculate them. You can also calculate sell-by, use-by, and return dates to determine how many days before or after an item's expiration date it can be distributed.

Note: This feature is available if you purchased Sage 100 through a subscription plan.

The expiration date feature must be enabled in Inventory Management Options, and the related settings are entered in this task. However, you can override the settings for product lines and individual items in Product Line Maintenance and Item Maintenance.

For more information, see Set Up Expiration Dates for Lot and Serial Items in the Sage 100 2020 help.

Utility for Adding and Changing Expiration Dates

The Change Lot and Serial Expiration Dates utility has been added to the Inventory Management Utilities menu. Use this utility to add expiration dates for existing items and to change any expiration dates that have already been entered.

Note : Before using the utility, you must:

  1. Enable the expiration date feature in Inventory Management Options.
  2. For applicable items, select the Track Lot/Serial Expiration Date check box in the Lot/Serial Expiration Settings window, accessed using the More button in Item Maintenance.

For more information, see Change or Add Expiration Dates for Lot and Serial Items in the Sage 100 help.

Change Lot/Serial Expiration Date from Item Maintenance

To change expiration dates for lots or serial numbers one at a time, click the Change Lot/Serial Expiration Date button, which has been added to the Cost Detail tab in Item Maintenance.

Option to Exclude Expired Items From Reorder Calculations

An Include All Expired Lot/Serial Items in Quantity Available check box has been added to the following windows:

  • Auto Reorder Selection (Purchase Order)
  • Inventory Reorder Report (Inventory Management)

You can clear this check box to exclude expired items from the calculation of the available quantity.

Forms, Reports, and Registers

A new report, Lot Serial Expiration Status Report has been added to the Inventory Management Reports menu. Use this report to view a list of items' expiration dates. You can also use the report to view a list of items that are missing an expiration date or a list of items that are expired as of a specified date.

The expiration date is printed on the reports and registers listed below in this section if the Track Lot/Serial Expiration Dates check box is selected in Item Maintenance.

If applicable, the expiration date prints on the following registers:

  • Bill of Materials registers:
  • Production Register
  • Disassembly Register
  • Inventory Management registers:
  • Transaction Register
  • Physical Count Variance Register
  • Count Card Variance Register
  • Purchase Order registers:
  • Receipt of Goods Register
  • Return of Goods Register
  • Material Requisition Register

If applicable, the expiration date is printed on the following reports:

  • Bill of Materials reports
  • Production History Report
  • Inventory Management
  • Inventory Detail Transaction Report
  • Lot/Serial Transaction History Report
  • Purchase Order
  • Receipt History Report (if the Print Lot/Serial Information check box is selected)
  • Return Merchandise Authorization reports (if the Print Lot/Serial Information check box is selected)
  • Return Reason Report
  • RMA Receipts History Report
  • Sales Order reports (if the Print Lot/Serial Distributions check box is selected)
  • Shipping History Report
  • Open Sales Order Report
  • Open Sales Order by Item Report
  • Open Sales Order by Promise Date Report
  • Open Sales Order by Job Report
  • Lot and Serial Number History Report

The expiration date has been added to the worktables for the following forms to make it easier to add the field to the forms if needed.

  • A/R invoice (historical)
  • B/M production label
  • I/M receipts label
  • P/O return order
  • R/A customer RMA
  • R/A RMA receiver
  • S/O sales order
  • S/O picking sheet
  • S/O invoice
  • S/O packing list

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