Sage 100

@Sage100Routine Looking to find ideas for tracking expiration dates for LOT items. I'm thinking a UDF. But looking to see what others have done.

I have done it thru a UDF ... it works. If anyone has other options, happy to try them.

ACS Expiration Date Control and Vendor Lot Traceability http://www.acsg.com/multibinvendorlottrace.html

I added a UDF to the lot/serial distribution process and track it through to invoice data entry. Don't forget to handle PO Receipt/Return of Goods, RMA and Inventory Transactions. I modified lots of screens and a several reports. The process took a good two days and lots of homework.

There is a third party mod but it's not as complete.

I have used a UDF, with a script to require on selected items in ROG.

ACS Expiration Date Control and Vendor Lot Traceability. Unless they've busted it apart and sell modules separately, you must buy, install, and enable ACS Multi-bin to get this functionality.

A few years back, I had a client that worked with a grain elevator and they had to have a similar requirement. I went with a UDF. I don't think I spent as much time as @KathrynScofield (now I am wondering if I missed stuff) but client was happy with result. Once you figure out all of the tables with UDF's, then you have panels and then reports. But the nice thing is that it was doable as opposed to 10 years ago when you HAD to have a mod.

@JeffSchwenk part of my time was spent on change control and QC compliance testing as client is a pharmaceutical distributor. But, we crossed the I's and dotted the T's

I spoke with Nicole Ronchetti on this for a client and she recommended making sure that you map everything though IM_ItemCost. That worked for us. It is a little tricky getting the Inventory transaction to pull in the UDF for a negative adjustment but other than that is works on the Sales and purchasing side.

What timing....... New client sells serialized trailers that have options varying by trailer. So I get to create a UDF by serial number so they can copy and paste the information from the vendor invoice during ROG and track the information all the way through SO. Does Sage have a cheat sheet for creating UDF attached to the serial number? Does anyone else. When I did it back in the day, it was by trial and error.

You need to add a UDF to the various Tier Distribution Tables (SO_InvoiceTierDistribution, PO_ReceiptTierDistribution, etc where ever you need it) then link everything to IM_ItemCost. Currently with standard Sage 100 to edit these UDFs you need to edit while doing a transaction entry or through VI. So if you have a Lot/Serial Expiration Date (or any other type of UDF on IM_ItemCost) you need to do a transaction out/in to edit the UDF. We do have an enhancement that allows you to edit Lot/Serial UDFs through Lot/Serial Inquiry (IMUE). In our IMUE manual it also outlines how the UDF mappings need to look, we don't give you all of the tables because the tables are really specific to what the client is using and what they are looking to do but looking at that manual of ours may help. http://www.dsdinc.com/enhancement/lotserial-udf-edit-2/

Here is what I have done tonight. Attached is a spreadsheet that outlines which tables are in play if you need to add UDF's to the Lot Serial fields. Not sure if I have all of them yet as I have just started adding the udf to the various panel and then on to the Crystal reports. I will post updates as they happen. And for what it is worth, to add the fields to panels, you have to look in the common information section of customizer selection.

Jeff, now you see why it took me a couple of days to complete this. Plus I had BOM too.

Then add WO. :smile:

Well, when WO comes out in the framework, that will be very doable..... @KathrynScofield - Let's make this a team effort. If you have the time, add the BM steps as well. If not, at some point I will and update the post. Now back to adding the field to the Crystal forms.

OK, not sure where I went south. I added the UDF to the SO tier distribution table and activated it in the panel as well. I entered an invoice and distributed the lot with the UDF description. I expected it to be view only but I am able to put an entirely different description in the field. NOT what I want to happen. Where do I make this view only? TIA.