How to find Items with Lot Numbers or batches that expires, using the Find Overstock calculation

Find Overstock Items to reduce Inventory Cost
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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Reverse Planning" which is available at Microsoft AppSource. Click to visit AppSource. Reverse Planning

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Presenter: Sune Lohse, Chief Strategy Officer

With the Reverse Planning it’s possible to find overstocked item, meaning item that you have too much in stock.

And in that functionality it’s also possible to find item with expiration dates that expires.

So, I’ve made an overstock template here and using the item with expiration date functionality, I can check mark show item that expires, meaning I like to test if I have item on inventory that expires.

That is when I’m calculating the overstock item functionality, it will display the item that has interest that are falling for the expiration date.

So, for instance on the first line, if I’m looking at the graphical profile for that one, I can see on the cross here that there’s an item which is on item ledger entry that is going to expire on that specific date with the lot number.

And it’s 10 pieces that will expire.

This is the way to find and identify all the items that are expiring.

And the end inventory value here, the 57, is calculated from the field end inventory, which is actually the expiration quantity if it’s an expiration handled item.

That means if we look at the graphical profile, the 10 pieces will be the expiration quantity.

And if we have more item ledger entries that expired, it will be the sum of those quantities.