What happens when a part hits the expire date set up on the lot? Does it go straight to DMR. Or do we have to scrap it manually? I can’t find anything on this…
I know it may seem like a silly question, but don’t want to wait till tomorrow to see what happens.
Thanks!
You need to do this manually.
Hi Time,
I’ve read somewhere else that MRP will take it out of inventory. That’s not true?
There is no logic built-in to Epicor that does anything about lot expiration dates. I’ve created more than one BPM to look at them and send notifications during a transaction, but more commonly I’d create a dashboard for the materials manager that showed any part/lot combinations expiring within 30/60/90 days. As @timshuwy says, it is a manual process to remove them.
Ok, Thanks, I didn’t want to waste my time trying to figure out the field has no functionality. I ran MRP but thought I might be missing something. My thought was if it didn’t expire automatically I would create the dashboard. And possibly the BPM.
There is one post on here that says that it does but it is from 2014.
Thanks for your help. I may suggest an enhancement to move the part to inspection.
I LOVE this group! I get more support here than I do on Epicare! 
HI Tim,
Sorry, for the incorrect spelling of your name. It’s that time of day…
I read somewhere else that MRP will take it out of inventory. Is that untrue?
I entered a part number for tape as a lot tracked part. I then set the expiration date to mandatory. We then entered the part thru qty adjustment and put in the expiration date as of 6-15-2022. THE next step after running MRP was to create a job using the part number and then issue material. It allowed us to issue the material without any warning or notification that the tape had expired 2 days ago.
AM I wrong (again) in thinking I should have gotten something.
I appreciate this thread. It explains a lot of what we have observed in Epicor.
I was asked about MRP and the expiry date and this has been a big help. Thank you.
I really think the expiry date should do something.
What should happen with expiration dates can vary greatly between companies. Many just need a dashboard, like @Ernie has done, to have visibility to part that are going to expire in the future. I’ve had aerospace clients who need an absolute stop for adhesives expiring 6 months or a year out due to customer requirements. It varies a lot. I start with a dashboard as it is better to stay ahead than to have to deal with expired material at the point of issuing to a job or shipment.
There are many fields in Epicor, like this one, where it would be nice to have some automated functionality. Some have already been built, like what to do about negative quantity on hand, and there are probably others in the development pipeline. Epicor keeps adding functionality. You could check to see if there is an enhancement request, and enter one if not.
Tim
It ahs been more than a year but has Epicor decided to do anything with the expiration date other than it is a field? Is there any plan to have it actually do anything. IF the part is expired the least it can do is stop it from being issued.
I had to create a BPM that would throw an exception at material issue. Nothing out of the box that I’ve seen so far. I also created a dashboard to list all expired inventory for folks to take care of as needed.
We do a dashboard and it is part of a monthly process to check on any soon to expire materials still on hand.
This needs to be its own topic.
I would but no longer work for that company. A quick trace should get you to the IssueReturn method that gets called. Do preprocess, give it a expire date < ‘today’ condition, and add the exception. I think I also fired off an email to purchasing when it occurred also.
I agree that this is a good idea, and we have discussed it with development just in the past week. One big challenge is that this is not an easy solution to build into the software. There are so many touchpoints as well as so many different criteria that people use. Some companies only want warnings, some want hard stop. some want MRP to consider it expired, and force you to buy/make more, while others would not like that. All of this makes this an “Extra Large” Epic for our developers and we only have so much capacity for enhancements each release.
on the other hand, the BPM solution + a dashboard is an easy workaround. You can set your own criteria in the BPM and your own filters in the dashboard.