AX 2012 – Batch Shelf life control

Hi,

This post looks at explaining the ‘Shelf life periods’ in AX 2012.

Through this post we will look at the following areas:

  • Terminology
  • Shelf life setup

Terminology

Before we move onto the shelf life setup in AX we should first understand each of type of date which is available in AX 2012.

The below diagram shows you the four date types in AX 2012 and how each of these periods are calculated:

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The Manufacturing date in AX acts as the starting point to the in calculating the other dates. The manufacturing date can be captured/generated at multiple points:

  • Receiving:
    • Today’s date (this will be the default when the batch is created)
    • Supplier batch date (If the item model group has been setup to use supplier registration the user will have the opportunity to enter a supplier batch date which can then override the manufacturing date)
  • Production:
    • Today’s date (this will be the default when the batch is created)

*NOTE – This depends on when you create the batch. This can either be done manually or by using the item ‘Batch number group’ see the tech net article Number groups.

From the Manufacturing date the following dates can be calculated:

  • Expiration date: The Expiration date is calculated forwards from the manufacturing date using the Shelf life period in days. 
  • Best before date: The Best before date is calculated backwards from the expiration date using the Best before period in days
  • Shelf advice date: The shelf advice date is calculate forward from the manufacturing date using the Shelf advice period in days

Shelf life setup

The Shelf life periods can be setup against a product using the steps below:

  1. Open your products
  2. Click Edit
  3. Scroll to the tab Manage stock and look for the heading Item data
    1. Shelf advice period in days = 3
    2. Shelf life period in days = 10
    3. Best before period in days = 2
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  4. Save and close the form

Examples: Using the item setup above I will now run through the dates that would appear if I were to receive this product via a Purchase order:

Today’s date = 01/08/2015

  1. Without supplier batch registration:
    1. Manufacturing date = 01/08/2015
    2. Shelf advice date = 04/08/2015
    3. Best before date = 09/08/2015
    4. Expiration date = 11/08/2015
      2015-08-11_1348
  2. With Supplier batch registration (30/07/2015)
    1. Manufacturing date = 30/07/2015
    2. Shelf advice date = 02/08/2015
    3. Best before date = 07/08/2015
    4. Expiration date = 19/08/2015
      2015-08-11_1351

If you have any questions please post them below.

Thanks!

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AX 2012 R3 – WAX – Locations

Hi,

This blog is going to cover the location setup within AX 2012 R3 WAX.

To best demonstrate this I’m going to deign a simple warehouse with 2 location zones a Nut zone and a Nut free zone.

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NOTE – Make sure that your warehouse has been activated to use the warehouse management process.


Zone group

The first area you will need to setup will be the zone group, Zone groups group multiple zones.

  1. Navigate to Warehouse management > Setup > Warehouse setup > Zone groups
  2. Click New
  3. Create 2 groups NUT and NUT FREE
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  4. Close the form

Zones

The first area you will need to setup will be the zones, each zone need to belong to a zone Group.

  1. Navigate to Warehouse management > Setup > Warehouse setup > Zones
  2. Click New
  3. Create 2 zones NUT and NUT FREE
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  4. Close the form

Location formats 

Next you will need to create the location formats which will make up the naming convention for the locations.

  1. Navigate to Warehouse management > Setup > Warehouse setup > Location formats
  2. Click New
  3. Create 2 location formats one for the Nut zone and one for the nut free zone
  4. In the details section create a new segment.
    1. Segment description – Enter any description
    2. Length – In my example I’m going use a number sequence length of 3 characters
    3. Separator – This acts as a suffix to the number sequence, I’m going to setup the following:
      1. Nut free = “F”
        1. Example – 000F
      2. Nut zone = “N”
        1. Example – 000N
  5. This should leave you with the following:
    2015-08-04_1607
  6. Close the form.

Location profiles 

Next we need to setup the location profiles, these control some of the characteristics of the location.

  1. Navigate to Warehouse management > Setup > Warehouse Setup > Location profiles
  2. Click New
  3. Create 2 profiles NUT and NUT FREE
  4. Create the profiles and ensure that the following are selected:
    1. Use License plate tracking – This enables license plate tracking (more info here)
    2. Allow mixed items – Allows mixed items to be stored in a location
    3. Allow mixed inventory status – Allows mixed inventory status in the location
    4. Allow cycle counting – Allows the user to cycle count the location
      2015-08-04_1629
  5. Save and close the form

NOTE – AX 2012 R3 WAX does offer the ability to define the location dimensions too.


Location setup Wizard 

Now that we’ve configured the zones and profiles we’re ready to generate our locations.

  1. Navigate to Warehouse management > Setup > Warehouse setup > Location setup Wizard 
  2. We are going to be doing two time’s (One for the Nut zone and one for the Non-Nut zone)
  3. NUT setup:
    1. In the wizard screen define the following:
      1. Warehouse – [Your warehouse]
      2. Zone ID – NUT
      3. Location profile ID – NUT
    2. This should generate a line in the grid below in this grid we can now define the number of locations we would like. In my example I’m going to create 4 locations so from location 1 to location 4.
      2015-08-04_1642
    3. Once here click Build to generate the locations
    4. This should generate an info log confirming the locations created:
      2015-08-04_1643
  4. Repeat this setup for Nut Free zone, the only difference should be:
    1. Zone ID = NUT FREE
    2. Location profile Id = NUT FREE
    3. Select the locations 5 to 10
      2015-08-04_1649
    4. Click Build, and confirm the info log:
      2015-08-04_1650
    5. Close the info log.

Validate the locations

Next we need to validate that the locations have been created correctly:

  1. Navigate to Warehouse management > Setup > Warehouse Setup > Locations 
  2. Validate that you have the following:
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  3. close the form.

Please leave feedback if you need further details (Or you notice a mistake)

Thanks for Reading!