Shelf advice (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Inquiries > Batches > Shelf advice as of date.

Use this form to view inventory batches with a shelf advice date that is earlier than the as of date. You can also reset the shelf advice date and the disposition status using this form. Process manufacturing production and logistics calculates this date by adding the shelf advice period in days to the batch date.

Tasks that use this form

Reset shelf advice dates for an inventory batch

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View a list of inventory batches that will expire on the As of date.
General	View general information about the selected inventory batch, such as on-hand quantities and cost amounts.

Buttons

Button	Description
Transactions	Open the Inventory transactions form to view a list of inventory transactions for the selected batch.
Functions	Open the Reset shelf advice date form to select a new shelf advice date for an item.
Inquiries	Inquire about non-conformances and quality orders for the selected batch.
Dimensions display	Select the inventory dimensions you want to appear on the Overview tab for this item. To hide a dimension, clear the check box or leave it blank. Select Save setup to save your selections.
Reset batch disposition code	Open the Reset batch disposition code form to change the disposition code and status for the inventory batch.

Fields

Field	Description
As of	Select a date to display all batches with a best before date that is earlier than the date you select.
Item number	The identification for the item.
Batch number	The identification for the inventory batch.
Batch disposition code	The disposition code for the batch.
Batch disposition status	The current status of the batch, which indicates whether inventory is Available or Unavailable to be issued from the batch.
Manufacturing date	The date on which the inventory batch was produced or entered into inventory.
Shelf advice period in days	The number of days that were added to the batch created date to calculate the Shelf advice date.
Shelf advice date	The date on which it is recommended that action regarding the batch’s status be taken. This date is calculated based on the Shelf advice period in days.
Physical inventory	The physical quantity in the inventory.
Physical reserved	The total quantity of the item that was physically reserved for the inventory dimension.
Available physical	The available quantity (not reserved) from the physical inventory. This quantity is calculated as follows: Physical inventory (less) Physical reserved = Available physical.
Ordered in total	The total amount of ordered items.
Ordered reserved	The total quantity of the item that is reserved on ordered receipts for the inventory dimension. Amounts appear in this field when you total all issue transactions with the status Ordered reserved. Because items that are reserved as ordered are not physically available in inventory, they cannot be directly picked and delivered from inventory.
Total available	The total available quantity of an item. This quantity is calculated as follows: Available physical (plus) Ordered in total (less) Ordered reserved (less) Ordered in total = Total available.
Quality order status	The status of the quality order, if any, that is attached to the inventory batch. The possible values are None, Open quality order, Closed quality order.
Dimension No.	Identification of the dimensions for the item.
Closed	Indicates whether the on-hand inventory batch is closed. The batch is closed when it has no quantity or value.
Product name	The product name for the item.
Configuration	The product dimension that describes the configuration of the item.
Size	The product dimension that describes the size of the item.
Color	The product dimension that describes the color of the item.
Site	The storage dimension that identifies the site for the warehouse where the item is maintained.
Warehouse	The storage dimension that identifies the warehouse where the item is maintained.
Batch number	The tracking dimension that identifies the unique batch number.
Location	The storage dimension that identifies the location in the warehouse where the item is maintained.
Pallet ID	The storage dimension that identifies the pallet to which the item is assigned.
Serial number	The tracking dimension that identifies the unique serial number assigned to the item.
Quality order status	The status of the quality order, if any, that is attached to the inventory batch. The status values are: Open, Pass, and Fail.
Show	Select the unit of measure you want to view. You can select Inventory unit, Sales unit, Purchase unit, or Other unit.
Unit	The unit of measure that specifies the quantity of the item.
CW unit	The catch weight unit of measure that specifies the quantity of the catch weight item.
Physical inventory	The physical quantity in inventory.
Physical reserved	The total quantity of the item that was physically reserved for the inventory dimension.
Available physical	The available quantity (not reserved) from the physical inventory. The quantity is calculated as follows: Physical inventory (less) Physical reserved = Available physical.
Ordered in total	The total quantity of ordered items.
Ordered reserved	The total quantity of the item that is reserved on ordered receipts for the inventory dimension. Amounts appear in the field when you total all issue transactions with the status Ordered reserved. Because items that are reserved as ordered are not physically available in inventory, they cannot be directly picked and delivered from inventory.
Available for reservation	The total available quantity of the item that is available to be reserved. The quantity is calculated as follows: Available physical (plus) Ordered (minus) Ordered reserved = Available for reservation.
On order in total	The total quantity of items expected to be issued, but not yet reserved for any specific orders.
Total available	The total available quantity of the item. This quantity is calculated as follows: Available physical (plus) Ordered in total (less) Ordered reserved (less) Ordered in total = Total available.
Physical non-nettable	The physical quantity of an inventory batch if the disposition code status is Unavailable and the Nettable flag for Master Planning is not selected. This non-nettable inventory cannot be allocated for planning purposes.
Physical expired	The physical expired quantity for a batch that has passed either its Best before or Expiration date, depending on which date is specified as Pick criteria in the Inventory model group for the item. The Shelf life period in days for the item must be greater than zero. If Best before date is specified, any batch for the item with a best before date that occurs earlier than or on the current date (through midnight) is included in the physical expired total. If Expiration date is specified, any batch with an expiration date that occurs earlier than the current date is included in the physical expired total. If the expiration date is not specified for the item, the batch is not considered to be expired. If the FEFO date-controlled setting is not configured for the shelf life item, the expiration date will be used as the default for determining the expiration status of the batch.
Adjusted total	The adjusted available quantity from the physical inventory. This quantity is calculated as follows: Total available (less) Physical non-nettable (less) Physical expired = Adjusted total.
Physical cost amount	The total inventory value for the physically updated quantity.
Financial cost amount	The total inventory value of financial updates that have been posted for the item.
Cost price	The average cost price, which is calculated using the following formula: (Total Financial cost amount / Total Posted quantity). The cost price represents the value at which one unit of the item is picked from inventory the next time the invoice is updated. You can choose to include physically updated quantities and values in the average cost price calculation by selecting Include physical value in the Item model groups form. If you select Fixed receipt price, then the item receipt and issue values are adjusted to the fixed receipt price for the item.
Posted quantity	The financially posted quantity.
Deducted	Indicates whether all order lines have been delivered to the customer.
Picked	The quantity that has been updated on the pick list and therefore has the picked status.
Received	The physical quantity received, but not posted.
Registered	The quantity that has been registered with the item reception.
Arrived	The quantity that has arrived in the item reception.
Ordered	The total quantity of the item that has been ordered.
On order	The quantity from the selected order line that has been ordered.
Quotation receipt	The sales quotation with a negative quantity has been sent to the customer for approval. The sales quotation is not yet a credit note.
Quotation issue	The expected issues included in sales quotations.
Shelf advice date	The date after which it is recommended that an inventory batch or lot is retested to validate that it still meets testing standards. This date is calculated by adding the Shelf advice period in days to the batch date.
Best before date	The date before which an inventory batch should be used or consumed for optimum quality. This date is calculated by subtracting the Best before period in days from the batch expiration date.
Expiration date	The expiration date of the inventory batch.