Prevent Shipping Short Dated Products to Customers in D365

Hi,

Request: Prevent Shipping Short Dated Products to Customers in D365

Customer’s requirements about sellable days after they receive the product.

Specifically, some customers will even provide their suppliers a Sellable Days defined as the number of days between customer receipt and batch expiration or best before date for the shelf life products. 

Reference
Reference

Solution:

Microsoft D365 supports the definition of Customer Sellable Days and incorporates the feature with sales order reservation.

This procedure to set up the number of days that a customer defines as the sellable period for a product, item group, or all items. The sellable period is the number of days that a product is considered to be sellable. The period starts on the date the product is received and ends on the best before date or the shelf life date.

Defining Customer Sellable Days

Customer Sellable Days can be defined on a customer record for a specific product, a group of products or all products.

Go to Sales ledger > Common > Customers > All customers > Filter for customer and create new line with item or group or all items and update the sellable days.

Batch Reservation on Sales Order Lines

Batches can be reserved on sales order lines either manually, or automatically

Microsoft Dynamics D365 will compare the Expiry Date or Best Before Date of the batch with the Sellable Date. 

 Sellable Date = Requested Receipt Date (or Confirmed Receipt Date if specified) + Customer Sellable Days.

A batch with an Expiry Date or Best Before Date before the Sellable Date cannot be reserved.

Reservation will not reserve any batch which has expiry date lesser than the Sellable Date.

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Test Scenario in DEMO Environment

Step 1 : Defining Customer Sellable Days

Set Customer Sellable days = 90 for Customer  0094 and Item 10974

Go to Sales ledger > Common > Customers > All customers > Filter for customer and create new line with item or group or all items and update the sellable days.

Step 2. Receive Stock to Item 10974 by purchase order.

Receiving item 10974 in PO 000623 via below batches

Batch number 1 - 26092019-PR000SDC2-   Expiry date 26/09/2018 - Expires in 180 days and Quantity 100

Batch number 2 - 26052018-PR000SDC2A -  Expiry date 26/05/2018 - Expires in 60 days and Quantity 100

Step 3: Create a sales order and do automatic reservation which should take batch number 1 for reservation and Set Confirmed Receipt Date as 01/04/2018.

While reservation System will compare the Expiry Date or Best Before Date of the batch with the Sellable Date and reserve 90 days above expiry batches.

Sellable Date = Requested Receipt Date (or Confirmed Receipt Date if specified) + Customer Sellable Days.

Now Sellable Date is 01/07/2018 = 01/04/2018 + 90 and Batch Expiry is 26/09/2019 another batch skipped even if its shortest expiry.

A batch with an Expiry Date or Best Before Date before the Sellable Date cannot be reserved

Sample Sales Order 000459 for Item 10974 and its reserved under batch number 26092019-PR000SDC2 which expiry is more than 90 days.