Expiration dates

Purpose

Use the Expiration dates report to review products with purchase information, expiration dates and batch-related data, filtered by location, vendor and category.

Roles involved

• Inventory controller
• Store / warehouse manager
• Quality control user

Preconditions

• The user needs permission to read the report.
• Purchase and batch / expiration data must exist.

Navigation path

Reports → Expiration dates

Step-by-step procedure

1. Open Reports → Expiration dates.
2. Filter by Location, Vendors and Product category as needed.
3. Enable Show with only expiredate or batchcode if you want to restrict the output to rows that have expiration date or batch code data.
4. Click Filter.
5. Review the report output, including purchase order-related detail where available.
6. Click Download report to export the result.

Required fields

• At least one location is recommended for practical use.

Validation rules

• Location, vendor and category filters must use existing records.

Exceptions

• The report can hide lines without expiration date or batch code when the checkbox is enabled.

Common errors

• Users expect all purchased items, but the ‘only expiredate or batchcode’ option removes many lines.
• Users forget to filter to the correct vendor or location.

Troubleshooting

• If too many results are shown, add vendor or category filters.
• If too few results are shown, clear the ‘only expiredate or batchcode’ option and rerun the report.