Exercise - Use catch weight items

  • 12 minutes

In company USP2, item number M9401 (cheese) requires a new purchase trade agreement to be set up for USD 175 for each tray. A new demand forecast will be entered for 25 trays of cheese to be sold. After you have entered the trade agreement and demand forecast, create a new purchase order for 15 trays and then confirm it. Then, run master planning and review the order to determine if additional trays need to be purchased.

Create a purchase trade agreement

  1. Go to Product information management > Products > Released products.
  2. Use the Quick Filter to filter on the Item number field with a value of M9401. If you do not see any products on this page, ensure that you are in the Standard view.
  3. On the Action Pane, select the Purchase tab.
  4. Select Create trade agreements in the Trade agreements group. This opens the Trade agreement journal page.
  5. Select Edit in the Action Pane.
  6. In the Name field, select Price adjustment journal.
  7. Select Lines in the Action Pane.
  8. In the Item relation field, enter M9401.
  9. In the Site field, enter 1.
  10. In the Warehouse field, enter 11.
  11. Set Amount in currency to 175. This will make the price for this item 175 US dollars (USD) per tray. You can see the units on the line.
  12. In the Details FastTab, you can specify the timeframe in which the trade agreement will be valid ,in the From date and To date fields.
  13. Select Post in the Action Pane.
  14. Select OK to post the journal now. You can also set up a recurring process on this page if you wish.
  15. The Trade agreements journal page will display. To view the posted journal, change the Show drop down to Posted.
  16. Close the page.

Create a demand forecast

  1. Go to Master planning > Forecasting > Manual forecast entry > Demand forecast lines.
  2. Select New.
  3. In the Model field, enter or select a value, such as Current Forecast.
  4. In the Date field, enter the current date.
  5. In the Item number field, enter M9401.
  6. In the Site field, enter 1.
  7. In the Warehouse field, enter 11.
  8. Set CW quantity to 25.
  9. Select Save.
  10. Close the page.

Create a purchase order for 15 trays of M9401

  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.
  4. Select OK.
  5. In the Item number field, enter M9401.
  6. Set CW quantity to 15.
  7. Select Confirm.

Run net requirements and review output

  1. In the Purchase order lines, select Product and supply.
  2. Select Net requirements.
  3. Select Update in the top left of the page.
  4. Select Master planning.
  5. Select OK.