The Expiration Tracking Report shows inventory lots with expiration dates and quantity on hand, sorted by earliest expiration.
What this report is for
Use Expiration Tracking to review lots that are expired or approaching expiration.
This report is lot-based. It is useful for inventory review, disposition planning, and follow-up before expired or near-expired lots cause operational issues.
Screen path
Dashboard > Inventory > Reports > Expiration Tracking
Filters and actions
| Control | What it does |
|---|---|
| Search | Filters by part number, description, or lot. |
All |
Shows all returned expiring lots. |
Expired |
Shows lots with days until expiration less than zero. |
<= 30 days |
Shows lots expiring within 30 days or already expired. |
<= 60 days |
Shows lots expiring within 60 days or already expired. |
<= 90 days |
Shows lots expiring within 90 days or already expired. |
<= 180 days |
Shows lots expiring within 180 days or already expired. |
Copy for Excel |
Copies the filtered report data to the clipboard. |
Report columns
| Column | What it shows |
|---|---|
Part Number |
Inventory part number. |
Description |
Inventory description. |
UOM |
Stocking unit of measure. |
Lot |
Lot identifier. |
Expiration |
Lot expiration date. |
Days Left |
Days until expiration. Negative values are expired. |
Qty On Hand |
Quantity on hand for the lot. |
Cost / Unit |
Lot cost per unit. |
Total Value |
Lot quantity times lot cost. |
The footer shows how many lots are displayed, how many are expired when applicable, total quantity, and total value for the filtered data.
What happens behind the scenes
PAX reads inventory lot records that have an expiration date and quantity on hand greater than zero, then joins inventory description and UOM.
The report calculates days until expiration from the lot expiration date and the current date.
Running, filtering, or copying the report does not update lots, inventory, cost, GL, or part setup.
Troubleshooting
A lot is missing
Likely cause: The lot has no expiration date or no quantity on hand.
Safe fix: Review the part in Inventory Lot Detail Overview.
Contact support if: The lot has quantity and expiration but still does not appear.
A lot appears as expired
Likely cause: The lot expiration date is before the current date.
Safe fix: Review the lot and follow the appropriate business process for expired inventory.
Contact support if: The expiration date is incorrect and needs correction.