Catch Weight Expiration Date Management

Menu Path: Warehouse Management $Images\bluerarw.gif$ Inventory Management $Images\bluerarw.gif$ Lots $Images\bluerarw.gif$ Catch Weight Expiration Date Management

Purpose

Adjust stock for expired catch weight products.

Overview

Use Catch Weight Expiration Date Management to view inventory for catch weight products for which the expiration date has passed, and then make a stock adjustment for the expired products.

Adjusting Stock for Expired Products

To adjust stock for expired products:

Select filter criteria on the Select tab.
Click the Show Data button in the ribbon. Expired products appear on the Results tab.
Select the check box in the Expire Item column for products for which you want to make stock adjustments.
Click the Print Options tab, and select a process and output option for the report that outputs for any unresolved general ledger accounts.
Click the Update button in the ribbon. The stock adjustment is made.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Catch Weight Expiration Date Management window.
Show Data	Click this button to display data on the Results tab based on the selected criteria on the Select tab.
Update	Click this button to reconcile products in the Results grid for which the check box is selected in the Reconcile Item column.
Lookup	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory information for the selected product.
Lot Audit Inquiry	Click this button to display Lot Audit Inquiry, which allows you to view audit information for product lots.

Select Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to display products for all locations. This check box is cleared by default.
Prefix	Enter the location prefix for which to display products, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box.
Name	Enter the location name for which to display products, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box.
All Products	Select this check box to display all products. This check box is selected by default.
From (Product)	Enter the first product code in a range of product codes to display, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.
To (Product)	Enter the last product code in a range of product codes to display, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.
All Categories	Select this check box to display products for all product categories. This check box is selected by default.
From (Category)	Enter the first product category in a range of product categories for which to display products, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
To (Category)	Enter the last product category in a range of product categories for which to display products, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
All Expire Dates	Select this check box to display products for all expiration dates. This check box is selected by default.
From (Expire Date)	Enter the first expiration date in a range of expiration dates for which to display products, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Expire Dates check box.
To (Expire Date)	Enter the last expiration date in a range of expiration dates for which to display products, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Expire Dates check box.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays catch weight products that meet the selected criteria on the Select tab. Select the check box in the Expire Item column for products for which you want to reconcile.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.