We will be demonstrating how to create an event to monitor an expiration date for any part definition within the EZ-MES system.  This is achieved by creating a Email Template, Action, Trigger, and Event.

This is how we will be configuring this particular Expiration Date Monitor (you can modify as needed).  Upon receiving material into inventory, we will record a few entries.  The entries we will be recording are Lot Number, Expiration Date, and we will also automatically assign a Serial Number.  Once the parts are received, the Event Record will initiate our Trigger that monitors the Expiration Date according to our entry.  Once the Expiration Date formula is True, then the Trigger will fire Email Action.

The email body uses a configured Document Defininition as the email body template.  This body template will contain minimal information for demonstration purposes.  It can always be customized with further data as needed.

Lets begin our configuration by creating the items we just discussed:

  • Create Part Definition - Create a Part Definition that we will be using for the example, however, you can use an existing Part Definition.

Part Name: Epoxy

  • Create Step Definitions - We will create a Step Definitions that is used to receive the Part into inventory.  Create the following Step Name.

Step Definition: 

Step Name: Receive Epoxy

Add Name Values to Step Definitions:  You must now create a few Name Value for our Receive Epoxy Step Definition. 


Name Value #1

Name: Serial#

Value Type: Unique ID

Syntax: N{5}  * or customize to your liking

Name Value #2

Name: Lot#

Value Type: Text

Name Value #3

Name: Exp-Date#

Value Type: DateTime

Flow Definition:

The Step Definition must now be placed into a Flow Definition.  


Name: Receive Epoxy To Inventory

Flow Definition Type: Make Part

Part State When Active: WIP

Part State When Done: RMI

Add Step Definitions to the Flow Definitions - You must now add your Step Definitions onto the Flow Definitions.  Add them as follows.

Step Sequence

Step Name
10 Receive Epoxy

This concludes the basic configuration for our receiving flow.  We now must further configure the Event Management.  We will begin by creatin an Email that will be sent out to a particular group or person to notify them of the pending Expoxy Expiration.

  • Create a new Email Type 'Document Definition' - You can now create your Email Type Document Definition that will be used as a low inventory notification email.  The following values will provide you with a basic email notification.

Title:Epoxy Expiration

Subject: Epoxy Expiration Warning- Lot#: <%SERIAL%>, Exp. Date: <%EXPDATE%>

Email Body (Uploaded HTML File):



*you can download this sample email template at the bottom of this article


Variables To Be Defined (Variable NV):

Variable NV

Variable Name
- Lot # LOTNO
- Exp-Date EXPDATE
- Serial# SERIAL

  • Create a new Email Type 'Action' - You can now create your Email Type Action.   that will be used as a Product Expiration notification email.  The following values will provide you with a basic email notification.  Use the following settings for your Action.

Action Name: Expiring Epoxy Email

Action Type: Email

Email Template: Epoxy Expiration (this is the email type document definition you just created)

To: Enter email addresses you wish to have the notification sent to.

  • Create a new 'Trigger' - The following settings will fire the Trigger when the Part Definition has a RMI level less than our Spec Value (25).

Trigger Name: Epoxy Expiration Monitor

Done String Formula:


*you can download this sample trigger text at the bottom of the article

The +2* will fire the Trigger if the current date is 2 days prior to the Expiration Date.  You can choose any amount of time you would like, 1 day, 5 days, etc.

Add the following Variables:


Variable Name
-- Event Created Date  -- EXPDATE
-- Current Date -- TODAY

Variable NV

Variable Name

  • Create a new 'Event Definition' : You will now create a new Event Definition where you can attach your Trigger and Action.  Setup your Event Definition as follows.


Event Name: Epoxy Expiration


Add Trigger: Epoxy Expiration Monitor


Add Action: Expiring Epoxy Email

Action Group: Done

Once the Event is added, each and every part running through the Step Definition will have a Event Record created that monitors the Expiration Date according to how it was configured.  If the Trigger comes up true it will fire, otherwise it will not fire.

Select the following item on the 'Attach Event Definitions' tab:

Add Event: Epoxy Expiration

  • You have now completed the Expiration Date Monitor:  This monitor will be used on any Part Definition that goes through the Step Definition you created.