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, allowing you to manage the shelf life and expiration dates of your products. 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 of the SYSPRO menu:

  • Program List > Lot Traceability
  • Program List > Inventory
  • Program List > Purchase Orders
  • Program List > Work in Progress

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 restrict operator access to activities within a program 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 Electronic Signature Configuration 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
  • Purchase Order Inspection

  • 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
  • Job Receipts
  • WIP Inspection
  • WIP Inspection Document Print

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).
  • The Capture lots at end of WIP inspection setup option is enabled (Setup Options > Configuration > Manufacturing > Work in Progress).

Using

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

These fields are mostly not displayed by default. Select the Show Captions option from the context-sensitive menu to add the fields to the form.

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), as well as the Receipt into Inspection and Apportion Quantity panes.

  • 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

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) and to the Receipt into Inspection 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 fields were added to the Inspection Details and the Receipt into Stock panes.

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

The Lot Expiry Date icon has been removed from the toolbar, as you can enter the expiry date on the Inspection Details pane.

Additional dates for lots are only displayed if they were captured when received into inspection.

Additional lot dates are printed on the WIP inspection documents.

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

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate

Additional lot dates entered in the XML are only taken into consideration if the Capture lots at end of WIP inspection setup option is enabled (Setup Options > Configuration > Manufacturing > Work in Progress).

The following date elements were added to the business object:

  • UseByDate

  • SellByDate
  • InternalExpiryDate
  • ManufactureDate
  • DispatchDate
  • BestBeforeDate