Exercise - Create and use a partial visibility catch weight item

  • 20 minutes

In company USP2, a new catch weight item for sugar in 20 lb. bags is to be created as item M7010. Create the new released product as a partial visibility catch weight item.

After you create the item, create a new purchase order for 15 bags. You will be receiving the bags by using the arrival overview process while specifying the total weight for the 15 bags of sugar.

Create the released product and set catch weight conversions

  1. Go to Product information management > Products > Released products.
  2. Select New.
  3. In the Product number field, enter M7010.
  4. In the Product name field, enter Sugar in 20 lb. bags.
  5. Select Yes in the Catch weight toggle key.
  6. In the Item model group field, enter or select a value.
  7. In the Item group field, enter or select a value.
  8. In the Storage dimension group field, enter or select a value.
  9. In the Tracking dimension group field, select Batch-Phy.
  10. In the Inventory unit field, enter lb.
  11. In the Purchase unit field, enter lb.
  12. In the Sales unit field, enter lb.
  13. In the BOM unit field, enter lb.
  14. Select OK.
  15. Select Unit conversions.
  16. Select the Inter-class conversions tab.
  17. Select New to open the drop-down dialog.
  18. Set Factor to 20.
  19. In the To unit field, enter lb.
  20. In the From unit field, enter bag.
  21. Select OK.
  22. Close the page.
  23. On the Purchase FastTab, in the Purchase Unit field, enter bag.
  24. In the Price field, enter a number.
  25. In the Manage inventory FastTab, in the CW unit field, enter bag.
  26. For Shelf life period in days, enter 180.
  27. Set Minimum quantity to 19.
  28. Set Maximum quantity to 21.
  29. Select Save.
  30. Close the page.

Create a purchase order for 15 bags of M7010

  1. Go to Procurement and sourcing > Purchase orders > All purchase orders.
  2. Select New.
  3. In the Vendor account field, enter or select a value, such as US-112.
  4. Select OK.
  5. In the Item number field, enter M7010.
  6. Set the CW quantity to 15.
  7. On the Action Pane, select Purchase.
  8. Select Confirm.
  9. Close the page.

Create and post the arrival journal for the purchase order

  1. Go to Inventory management > Inbound orders > Arrival overview.
  2. In the Arrival overview profile name field, enter or select a value.
  3. Expand the Arrival query details section.
  4. Select No in the Production orders field.
  5. Select No in the Transfer orders field.
  6. Select No in the Quarantine orders field.
  7. Select Update.
  8. In the list, find and select the desired record.
  9. Select the Select for arrival check box.
  10. Select Start arrival.
  11. Select Journals.
  12. In the list, find and select the desired record.
  13. Select Journals.
  14. Select Show arrivals from lines.
  15. Select the Product tab, and in the Setup group, select Unit conversions.
  16. Select Edit.
  17. Select to follow the link in the Batch number field.
  18. Select New.
  19. In the Batch number field, type a value.
  20. In the Manufacturing date field, enter a date.
  21. In the Expiration date field, enter a date.
  22. Select Save.
  23. Close the page.
  24. In the Batch number field, right-click the field to create a new batch number, 1234. Then, close the screen. Enter Batch number 1234 on the arrival journal.
  25. Set the Quantity to 295 on the General tab.
  26. Select Save.
  27. Select Post.
  28. Select OK.
  29. If the Vendor batch details form displays, view it and then close.