AI Agent: Materials Expiration Advisor

Managing the shelf-life of lot-controlled products and preventing expiration can be a challenging and time-consuming task. Typically, you need to navigate through various pages, generate reports, and gather additional data, for example, demand from other organizations, to make informed decisions about expiring inventory. This traditional approach is often inefficient and time-intensive.

However, with the Materials Expiration Advisor AI agent, you can streamline this process through simple text-based chats. This agent provides you with critical information regarding lots that are close to, or have already expired. It includes details, such as on-hand quantity, supply and demand information, and even relevant handling instructions derived from uploaded regulatory guidelines and internal policies. With this information readily available, you can easily determine the best course of action, whether it's relocating items within the warehouse for proper disposal or transferring them to another warehouse for timely utilization. When you're ready to move the goods, you can initiate a movement request or interorganization transfer right from the agent.

Using the prebuilt AI Agent template for Material Expiration Advisor, you can create an agent team by making a copy of the template. This agent team can then be added to a guided journey on a Redwood page, such as the Lots page in Item Quantities.

Material Expiration Advisor Agent Template

Material Expiration Advisor Agent Template

Here are the tasks that this agent can do:

  1. Identify lots that are set to expire or have already expired for a specified organization, item number, lot number, or time period.
  2. Retrieve the on-hand inventory balance for a specified item or lot.
  3. View demand and supply details for a specified item within a specific organization.
  4. View demand details for a specified item across multiple organizations.
  5. Create a movement request for a specified item, lot, organization, source subinventory, quantity, unit of measure, and destination subinventory.
  6. Create an interorganization transfer for a specified lot, serial number, item, source organization, source subinventory, quantity, unit of measure, destination organization, and destination subinventory.
  7. Retrieve policy details for hazardous or industrial waste disposal to dispose of expired items.

Task and on-hand enquiry

Task and on-hand enquiry

A human-in-the-loop step is included to confirm the creation of the interorganization transfer transaction to ensure that lots nearing expiration are transferred to organizations with existing demand. After the transaction is successfully created, a hyperlink is displayed with the shipment details for in-transit shipments and the completed inventory transactions for direct transfers, allowing navigation to the respective page for more details.

Interorganization Transfer

Interorganization Transfer

Move the expired lots to a quarantine location with a human-in-the-loop step to confirm the transaction. After successful completion of the transaction, a hyperlink is displayed to review the movement request details.

Movement Request

Movement Request

This feature increases operational efficiency and reduces costs by giving you quick access to information on expiring, or already expired, lots and then initiate movement of those goods using an AI agent.

Steps to Enable

Refer to the documentation for steps to enable:  

https://docs.oracle.com/en/cloud/saas/readiness/scm/25c/inv25c/25C-inventory-wn-f39020.htm#Steps-to-Enable

Tips And Considerations

Upload the disposal or material handling policy document to the Document tool, enabling users to ask the agent questions about the material handling of the specific lots they are working with.

Key Resources

Access Requirements

Refer to the documentation for Access Requirements: