Recorded Dates

The Recorded Dates feature lets you better manage the life-cycle of your products by enabling you to record several industry-specific dates against items.

The dates are captured and saved against specific lots and allow you to manage the shelf life and expiration dates of your products. These dates include: use by date, sell by date, internal expiry date, manufacturing date, dispatch date and best before date.

PDF version

Exploring

The programs related to this feature are accessed from the Program List pane of the SYSPRO menu:

  • Program List > Lot Traceability
  • Program List > Inventory
  • Program List > Purchase Orders

Programs

Bins, Lots & Serial Allocation

Traceability Query

Lot Maintenance

Bins, Lots & Serial capture

Inventory Movements

Job Receipts

Purchase Order Receipts

Shipment Receipt

PDF and Video Resources

Feature Guides

Starting

To use this feature, the following module(s) must be installed according to the terms of your software license agreement:

  • Lot Traceability

You can secure this feature by implementing a range of controls against the affected programs. Although not all these controls are applicable to each feature, they include the following:

  • You can restrict operator access to activities within a program (configured using the Operator Maintenance program).
  • You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).
  • You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.
  • You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the eSignature Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.
  • You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).
  • You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

  • This facility only applies to lot traceable items.

Solving

You can use the following programs to capture these dates:

  • Inventory Movements
  • Job Receipts
  • Shipment Receipt
  • Purchase Order Receipts

  • Bins, Lots & Serial capture

    In order to use the Bins, Lots & Serial capture program to capture these dates, the Associate serials by bin setup option must be enabled.

You can view these dates in the following programs:

  • Traceability Query
  • Lot Number Maintenance
  • Bins, Lots & Serial capture

You can only use the Bins, Lots & Serial capture program to capture recorded dates if the following configurations are in place:

  • The Associate serials by bin setup option is enabled (Setup Options > Configuration > Distribution > Inventory).
  • The Numbering method for Lots is defined as Manual (Setup Options > Keys > Distribution - Inventory).

Using

The following indicates areas in the product that may be affected by implementing this feature:

The following date fields were added to the Lot information section of the program:

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Dates section of the program:

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Lot details section of the Purchase Order Receipt pane (displayed when selecting the Receipt Line or Receipt Order options from the toolbar):

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Transaction details section of the Receipts pane of the program:

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

These fields aren't displayed by default. Select the Show Captions option from the context-sensitive menu to add the field to the form.

The following date fields were added to the Lot Numbers pane of the program:

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Job details pane of the program:

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Shipment Receipt window (displayed when you select Post on the Posting Details pane):

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date fields were added to the Allocation Capture Details window (displayed when you select the Post option from the toolbar):

  • Use by date
  • Sell by date
  • Internal expiry date
  • Manufacturing date
  • Dispatch date
  • Best before date

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate