Investigate Low or Expired Stock
Investigate Low or Expired Stock
Overview
This guide will help you identify low, expired, or near-expiry stock and assign an appropriate replenishment or control action.
Inventory exceptions have a defined operational response; the report itself does not execute that response.
Who can do this
You need access to Low Stock and Expired Stock report access plus relevant item/location scope.
Before you start
Confirm reorder thresholds, lead times, expiry policy, usable locations, batch dates, reservations, and pending supply.
Where to find it
Back Office → Items & Advanced Inventory → Low Stock Report or Expired Stock Report.
Investigate Low or Expired Stock
Step 1: Select company, location, and cutoff date
Step 2: Run the low-stock or expired-stock view
Step 3: Confirm item, batch, on-hand/available quantity, threshold, and expiry date
Step 4: Check pending purchase, transfer, requisition, sale, and production demand
Step 5: Classify each exception for replenish, transfer, quarantine, return, dispose, or
Classify each exception for replenish, transfer, quarantine, return, dispose, or master-data correction.
Step 6: Record owner and due date outside the report if no
Record owner and due date outside the report if no action tracking exists.
Check your work
Re-run after approved transactions and confirm resolved exceptions disappear or show the intended status.
If something goes wrong
- Validate batch dates and thresholds before acting.
- Do not sell or transfer expired stock contrary to policy.