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  2. How can we automatically purge materials that are expired or expiring soon?

How can we automatically purge materials that are expired or expiring soon?

To automate an order to pick materials that are expired, or expiring soon, you will need:

  • A Report identifying expired materials (or materials expiring within a specified time frame)
  • An Order Builder integration set to automatically create pick orders based on the above report
  • A Workflow that will trigger the Order Builder when the specified criteria is met for the above report (Example: Row Count is not 0)

If you don't already have a report, take a look at the templates for Material Reports. There are templates for reports on expired materials, as well as those expiring in the next 7 or 30 days. 

For more information on importing report templates see Create or Import a Report.