U9 cloud Lot Expiry: FEFO, Near-Expiry and Expired Stock
Control receipt, allocation, shipment and disposition by lot expiry.
Learning objective
Control receipt, allocation, shipment and disposition by lot expiry.
Roles
Planning, purchasing, sales, warehouse, production, quality, finance and IT
Prerequisites
- Relevant master data and access are confirmed.
- Normal and exception examples are prepared in test.
Completion checks
- Results trace by source document and owner.
- Quantity, status and exceptions agree with approval.
Common errors
- Executing before validating data.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Define expiry-controlled items, manufacture date, expiry date and minimum remaining-life rules.
- 02
At receipt validate lot uniqueness, date logic, inspection status and supplier documents.
- 03
Segregate stock by status and expiry; near-expiry and expired lots must not become available automatically.
- 04
Allocate and pick by FEFO while meeting customer minimum remaining life.
- 05
Test split lots, returns, retest, approved shelf-life extension and recall.
- 06
Route near-expiry stock to a board with owner, action date and approval.
- 07
Reconcile lot quantity, expiry status, shipment and disposition records.
Implementation notes
- Pilot one shift or item family.
- Retain owner and approval for every exception.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开场景；实际菜单、字段、算法与许可须在客户当前版本和批准蓝图中验证
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开供应链与制造场景；案例能力不构成客户项目效果承诺