F. HOW TO PRODUCE THE “Expired/Damaged Products” REPORT

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> F. HOW TO PRODUCE THE "Expired/Damaged Products" REPORT

F. HOW TO PRODUCE THE “Expired/Damaged Products” REPORT

UniField offers the possibility to generate a report that will display all the INT that are sent to “Quarantine (analyze/ before scrap)” or “Destruction” locations. This will help user to better track the expired and damaged products.

Go to: Warehouse / Reporting / Expired/Damaged Products

  1. Click on “New”
  2. Before generating the report user have the option to select several filters such as : “From” and “To” date; “Specific Source Location”, “Specific Destination Location”; “Product Main Type” and finally different “Reason Type” (please note that if user needs All the reason type, user will have to “untick” all the default reason type – as the list in the pop up is not exhaustive). The Reason type filter is meant at line level.
  3. Click on “Generate report”

Expired/Damaged Products

Expired/Damaged Products – Excel export

The excel report display all the INT reference which are Closed and with the selected “Source” and “Destination” location as well as the selected “Reason type”( product line level).

E. HOW TO MANAGE EXPIRED STOCK

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> E. HOW TO MANAGE EXPIRED STOCK

E. HOW TO MANAGE EXPIRED STOCK

In order to ease management of Expired Stock , the “Manage Expired Stock” feature enables the user to automatically create an Internal move, INT, for products which have expired and need to be send to Quarantine or Destroyed or the second option for the products which are not yet expired but will be expiring soon: “Soon to be expired“.  The selection of these expired products needs to be done per location.

Go to: Warehouse / Inventory Management / Manage Expired Stock

  1. In the “Source Location” field, select the location from where you want to transfer the Expired products (this is a mandatory filed).
  2. In the “Destination location” field, the only options are: “Destruction”; “Quarantine (analyze)” and “Expired/ Damaged /For Scrap”.
  3. Click on “Create Internal move with expired stock”

Manage Expired Stock

Manage Expired Stock – Generated INTernal move

The associated INT is automatically created with the list of Expired products in “Draft”. The “Source Location” and “Destination Location” are automatically populated as per selection.

To proceed forward user will have to Confirm the INT refer to the chapter “LU-SU4201 Internal Moves”.

There is also the second option to see also products which are not yet expired but will be expiring soon.

Function to have possibility to select products “Soon to be expired” (option for the range from 1 to 12 weeks) e.g. you can choose the product which is subject to expired in 5 , 6 weeks etc. and also there is a new possibility before creating an internal move to have option of popped up screen where you have option to move or keep internal move.

Go to:  Warehouse>Inventory Management>”Manage Expired stock”

Click on the drop-down menu to get selecting options: “Select expired products” and “Select expired products and soon to be expired”

“Select expired products”

“Select expired products and soon to be expired”

In the field “Expiring in the next” select the number of the weeks in the future, and then their will be 2 buttons, “View Expired/Expiring products” & “Create Internal Move with expired stock”

When the button “View Expired/Expiring products” is clicked , there is a pop-up window showing the possibility to review and choose the product to move before the creation of internal move “INT”

When the button “Create Internal Move with expired stock” is clicked , the “INT” will be created containing all products which are expired and soon to expire.

D. HOW TO PRODUCE A PERIODICAL FORECAST REPORT

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> D. HOW TO PRODUCE A PERIODICAL FORECAST REPORT

D. HOW TO PRODUCE A PERIODICAL FORECAST REPORT

This report also uses FMC/AMC/RAC according to your choice. It calculates what will be the evolution of the stock in a specific location within X weeks/months as from today.

This report exports all products as requested according to filters. In the generated file, in the forecast for weeks/months shown, stock quantity should not fall below 0 (i.e. no negative quantities).

In addition to this, for the pipeline quantity, when calculated for LOG/MED locations, the report take into account the pipeline according to what is coming into the warehouse when PO is Validated (i.e. via input) . This means that the virtual stock from a Validated PO will be considered also.

Go to: Warehouse / Reporting / Expiry /Periodical Forecast Report

  1. In the “period of calculation“, select till when you want to look at stock evolution. You may choose between looking at the stock evolution per week or per month. This will define the forecast period.
  2. Select the consumption rate which should be used in the calculation: FMC / AMC / RAC. If you select AMC or RAC you will also have to define on which period these consumption rates should be calculated.
  3. Select the source location which you want to analyze. Note that for this report, a source location is mandatory
  4. Use the “List/Sublist” filter or the nomenclature filter if you want to precise which product(s) should be investigated

Periodical forecast report – selection screen

Periodical forecast report – Excel report

An excel file is generated. On the top of the sheet you can see a summary of the parameters entered in the selection screen.

The table shows the following columns:

  1. Product code
  2. Product description
  3. Unit price (= cost price from PMD sheet)
  4. Stock value (= Current Stock Qty * Unit Price)
  5. AMC/FMC/RAC (monthly consumption rate according to the choice done in the selection screen)
  6. Current Stock Qty (real stock in the selected location)
  7. Pipeline Qty (quantities expected to be received in the selected location – start at PO Validation)
  8. Expiry Qty (quantity which will probably expire within the interval)
  9. Columns (weeks or months according to the choice done in the selection screen) showing which will be the evolution of the stock level in the selected location week after week (or month after month) within the interval.

C. HOW TO CHECK EXPIRATION OF KITS COMPONENTS

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> C. HOW TO CHECK EXPIRATION OF KITS COMPONENTS

C. HOW TO CHECK EXPIRATION OF KITS COMPONENTS

The general tools for checking expiry dates will only take into account the overall expiry date associated with a whole kit. In some cases, a kit may contain components which will expire on different days.

By default, the kit should be associated with the earliest expiry date, but it could still be useful to check the expiration of each of the kit’s components. Please note that it will only be possible to check this for kits which have a Kit Composition List.

Go to: Products / Kit Management / Composition List / Kit Composition Item

  1. Filter displayed lines using the “Kit” filter and click search

Kit Composition Item

The report shows all the components of the kit with their batch number and/or expiry date if relevant.

Note that filters and the “Group by” may be used in different ways.

B. PRODUCTS LIKELY TO EXPIRE

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> B. PRODUCTS LIKELY TO EXPIRE

B. PRODUCTS LIKELY TO EXPIRE

This tool shows the products with their respective quantities which are likely to expire, based on the defined Forecasted Monthly Consumption, Average Monthly Consumption, RR-Average Monthly Consumption or Real Average Consumption. This should be helpful in preventing products from expiring before being used or sent where they can be used by giving visibility.

Go to: Warehouse / Reporting / Expiry / Products likely to expire

  1. Click on the “New” button
  2. Define the “Period of Calculation“. In the “To” Field, enter the day till which you want to look at products which might expire.
  3. Tick the “Only products with total expired > 0” checkbox if you want to see only the products that might expire instead of all the analyzed products (recommended).
  4. Select one of the following “Consumption parameters” to define which consumption should be used in the calculation:
  • Forecasted Monthly Consumption, to base the calculation on the FMC entered in a Monthly Consumption Report
  • Average Monthly Consumption, to base the calculation on the AMC (define also the time frame in the “From/To” fields)
  • The RR-AMC (Average Monthly Consumption) lets you choose one internal source location so you can view consumption based on that specific location (define also the time frame in the “From/To” fields)
  • Real Average Consumption, to base the calculation on the RAC (define also the time frame in the “From/To” fields and a source location in the “Location” field)

5. Enter the location which should be investigated (if nothing is entered, all internal locations will be looked at).

6. You may exclude the “Input” and “Output” locations if you tick the corresponding checkbox.

7. Click on the “View report” button.

Products likely to expire – selection screen
Products likely to expire – report

An on-screen report appears with the products which are likely to expire.

In the “Monthly consumption” column, the FMC/AMC/RR-AMC/RAC appear according to the choice done in the selection screen.

Note that the following column displays the “Already Expired Qty”. The next columns will show each month within the period of calculation entered in the selection screen. Under each month, you can see a first number and next to this, if relevant, another number (between brackets).

  • The first number represents the quantity of products which will expire if there are no stock movements (i.e. no consumption).
  • The second number (between brackets) represents the quantity of products which will expire if we consider that stocks will be used according to the indicated consumption rate.

If we look at the above example, this means that 5900 amps of DINJAMIK5A- will expire in April if nothing is consumed. But if we consider that some of this quantity will have been consumed by then (in this case using the AMC which is 1073 amps per month), then only 4970 amps of DINJAMIK5A- will expire in April because the rest will have been consumed.

Today is the 05/04/2018. This means that 26 days remain before the end of the current month.

The AMC is 1073 amps per month. This means that the daily average consumption is 35,77

During the 26 remaining days in April, we will consume 929,93 amps

We have a stock of 5900 which will expire on the 30/04/2018.

This means that at the end of the month, we will remain with 4970 expired amps not consumed.

The “In stock” column shows the real stock level which is currently in the selected location (or on the instance if no location was selected).

The “Total expired” column shows the quantities which are going to expire between today and the end of the period of calculation (considering that the products will be consumed according to the selected rate).

If you wish to see more information about a particular product which will likely expire, click on the icon next to the numbers. A screen opens to display more information on the batch(es) which will likely expire.

Batch likely to expire

The “Print report PDF” and “Print report Excel” allow to export the report in PDF/Excel.

How to export the report tin PDF or Excel

Note that the Excel Export will present several tabs: the first one will display the same information as on screen “Products likely to expire” with an overall view, while the other tabs will be displayed by expiration month (except for the already “Expired” tab) and provide more detailed information (Location, BN and ED…).

Excel Export for Products likely to expire – overview tab
Excel Export for Products likely to expire – view per expiration month
PDF Export for Products likely to expire

A. EXPIRY QUANTITIES

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Supply User Manual ENG -> 5. Warehouse -> 5.17 LU-SU4303: Management of Expiry Dates -> A. EXPIRY QUANTITIES

A. Expiry Quantities

This report allows to see batches/quantities already expired and batches/quantities which will expire within XX weeks. It is actually a simple “picture” of batches in your instance.

In addition, the system also calculates the quantities which are probably going to expire before use using the Real Average Consumption (RAC) in the calculation.

Go to: Warehouse / Reporting / Expiry / Expiry Quantities

  1. As “Location“, select the location in which you want to investigate on expiry. If you leave the field empty, all internal locations will be investigated. If you tick the “Exclude Input and Output locations” checkbox, batches located in these 2 locations won’t be looked at.
  2. In the “Period of calculation (Today till XX weeks)” field, enter the number of weeks to look at. The system will only look at the batches already expired and at the ones which will expire within XX weeks.
  3. Click on the “Process” button to launch the analysis. The “Print report PDF” and “Print report Excel” will produce the report directly in PDF/Excel.

Expiry quantities – selection screen

Expiry quantities – report

An on-screen report is produced. Expired batches and batches which will expire within XX weeks are showed. The current real stock per product and location (not per batch) is also showed.

The “Exp. Qty” column shows, for each batch, the quantity which is probably going to expire before use in the involved location. This quantity is calculated using as information: stock in hands, expiry dates and the RAC.

The “Print report PDF” and “Print report Excel” allow to export the report in PDF/Excel.

J. EXPORT STOCK & PIPE REPORT (HQ ONLY)

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Supply User Manual ENG -> 5. Warehouse -> 5.16 LU-SU4302: Stock Inventory Reports -> J. EXPORT STOCK & PIPE REPORT (HQ ONLY)

J. EXPORT STOCK & PIPE REPORT (HQ ONLY)

This report aims at displaying in which instance/s an individual product or a list of products is/are in Stock or in Pipe throughout the whole OC (it can be generated for example before proceeding to a BN/ED mass update). Therefore, the report can only be generated at HQ level.

The results give visibility of: Product Code, Description, Product Creator, Standardization level, UD status, UF status, Instances (name), Instance stock (qty) and Pipeline quantity (reminder: pipeline is calculated starting from a Validated PO line).

Report can be generated on screen or on Excel ( only on Excel for Product list).

Go to: Tools / Tools / Export Stock & Pipe Report

  1. Click on the “Export Stock & Pipe Report” sub-menu.
  2. Click on “New”
  3. Select a “Product” or a “Product List”
  4. Click on “Generate report” – the on-screen report will be displayed automatically (for individual product report) and additionally the Excel one can be accessed by clicking on “stock_pipe_per_product_instance” on the right action menu

Export Stock & Pipe Report – on screen report (for 1 product)

Export Stock & Pipe Report – excel export

I. PRODUCTS SITUATION REPORT

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Supply User Manual ENG -> 5. Warehouse -> 5.16 LU-SU4302: Stock Inventory Reports -> I. PRODUCTS SITUATION REPORT

I. PRODUCTS SITUATION REPORT

This report enables user to see the Real, Available and Virtual Stock as well as AMC and FMC for specific products with some refined filtering options, on products attributes for instance.

Go to: Warehouse / Reporting / Products Situation report

  1. Click on the “Products Situation Report” sub-menu.
  2. Select at least one filtering option (mandatory):
  • Product: Code or Description or Product List
  • Nomenclature: Main type/ Group/ Family/ Root
  • Parameters (product attributes): Temperature sensitive items, Sterile; Single Use; Controlled substance; Dangerous goods; ED mandatory and BN mandatory
  • Stock Location: all Internal Locations

      3. Click on “Excel report”

Products Situation report

Please note that Real, Virtual and Available stock are calculated per location selected while AMC and FMC are always for whole instance.

If no location is selected then the Real, Virtual and Available stock will be for “MED/LOG” locations as per product form sheet.