--- title: Generate lot/serial number report based on Expiration Date. description: Add a report selection prompt to the Inventory Lot / Serial Report to filter lot or serial numbers based on Expiration Date --- [Skip to content](https://hub.acctivate.com/articles/generate-lot-or-serial-number-report-based-on-expiration-date#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en) 3. [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports) April 10, 2025 # Generate lot/serial number report based on Expiration Date. ## Add a report selection prompt to the Inventory Lot / Serial Report to filter lot or serial numbers based on Expiration Date The Inventory Lot / Serial Report can generate a list of your lot and serial numbered products in stock within Acctivate.  For customers that stock products that can expire, you may set the expiration date on the lot / serial numbers when you are receiving.   If you need to view a list of lot / serial numbers that may be expiring soon, you may want to filter the report based on the expiration date.   1. Within Acctivate, navigate to File -\> Manage Reports.  This will open the Report Catalog, where you can manage selection prompts, printer assignments as well as check out or check in customized reports. 2. In the Report Catalog, expand the Inventory -\> Warehouse tree 3. Select the Inventory Lot / Serial Report. 4. Edit the Report Catalog 5. Select the 'Selection Prompts' tab.![](https://hub.acctivate.com/hs-fs/hubfs/ReportCatalog_Selection%20Prompt-png.png?width=454&height=663&name=ReportCatalog_Selection%20Prompt-png.png) 6. Within the grid, click three dot icon in the \[Field\] field.  This will open up the Select Field Name window. 7. Expand the LotSerialInventory database fields, then select the **ExpirationDate** field.![](https://hub.acctivate.com/hs-fs/hubfs/SelectionPrompt_LotSerialInventory-png.png?width=342&height=350&name=SelectionPrompt_LotSerialInventory-png.png) 8. Click the \[Select\] button. 9. Save the Report Catalog and close the window. 10. Now, run the report.  You can find the report under Inventory -\> Inventory Management Reports.  Expand Warehouse.  Then, select the Inventory Lot / Serial Report. 11. In the Report Selection Criteria window, you can modify the filter for the Expiration Date field to something like 'On or Before', then select the date of your choice.  ![](https://hub.acctivate.com/hs-fs/hubfs/ReportSelection_ExpDate-png.png?width=403&height=301&name=ReportSelection_ExpDate-png.png) - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - 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