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Are you still manually running expiration reports each month? You no longer need to! Date parameters have been updated for more flexibility.
On the expiration date criteria
- Select relative date
- From system date - uncheck open
- Set + 3 or 4 months
- Through end of system date - uncheck open
- Set + 3 or 4 months
Review the sample results. It will show that the items included will be the full month based on your selections above. Now schedule for each person to receive them automatically.
How cool is that?!!!
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