Variable weight is part of inventory management, and is used for items that are purchased, manufactured and sold in discreet units (for example, CASE or BOX) but where each unit has a variable weight and is therefore priced by weight.

When using the Lot In/Serial Everywhere scenario for variable weight, it means that a total weight is assigned to the entire lot rather than individual cases for INBOUND and MOVE transactions, and that an individual weight is assigned to each serial number for OUTBOUND transactions.

For INBOUND and MOVE transactions, the Item Ledger entries, and Warehouse entries record a transaction for the lot number. For OUTBOUND transactions, the Item Ledger entries record a transaction for each serial number, and the Warehouse entries record a transaction for the lot number.

The item tracking code, which is assigned to an item, is how JustFoodERP determines how variable weights are handled.

This walkthrough provides an overview on how to do the following:

• Creating a variable weight item
  
  • Create an item tracking code
  • Create an item
• Creating a variable weight purchase order
• Creating a variable weight warehouse receipt
• Registering a warehouse put-away
• Invoicing a variable weight purchase order

The JF Company purchases and receives bulk cheese items. These cheese items are priced according to weight, and any surcharges are also distributed based on weight.

The SEATTLE location has been set up as a warehouse that uses non-directed put-aways. At the SEATTLE location, the JF company is purchasing 2 cases of bulk cheddar cheese (VW-LISO-CHEDDARCHEESE) and 3 cases of bulk mozzarella (VW-LISO-MOZACHEESE), both of which are received as cases but priced in pounds. A case of cheddar is expected to weigh 10 pounds. A case of mozzarella is expected to weigh 6 pounds.

When the 2 cheddar cheese cases are received, the total weight of the cases is 21.2 pounds. When the 3 mozzarella cases are received, the total weight of the cases is 17.8 pounds.

When the vendor invoice is received, the vendor has charged a delivery surcharge. When the purchase order is invoiced, the surcharge is split between the items based on the total lot weight.

• Number series was defined for purchase orders

• Lot number series was defined on the No. Series window

• Serial number series was defined on the No. Series window

• Units of measure were defined on the Units of Measure window

• Item category was defined on the Item Categories window

• Variable weight surcharges have been set up

• Warehouse location is set up for non-directed picks and put-aways

• Employee performing the steps is set up as a warehouse employee for the SEATTLE location

The following procedures explain what needs to be done in order to create a variable weight item for the Lot In/Serial Out scenario:

• Create an item tracking code
• Create an item

To Create an Item Tracking Code

To Create a Variable Weight Item

1. In the Search box, enter purchase orders, and select Purchase Orders.

2. Click New. The Purchase Order window opens.

3. Tab off of the No. field.

4. Select a vendor in the Buy-From Vendor No. field.

5. If not already displayed, show the Line Net Weight, Line Net Weight to Receive, Line Net Weight Received, Line Net Weight to Invoice and Line Net Weight Invoiced columns on the Lines FastTab.

6. Enter information on the Lines FastTab for the cheddar cheese.

   1. Select Item in the Type field.

   2. Select VW-LISO-CHEDDARCHEESE in the No. field.

   3. Select SEATTLE in the Location Code field.

   4. Enter 2 in the Quantity field.

      The value in the Unit of Measure field should represent the base UOM. This value should NOT be the unit of measure for the weight.

   5. Enter 2.50 in the Direct Unit Cost (Purch. Price UOM) field. This is the cost of the item based on its weight. Therefore, the cost of the cheddar is $2.50 per pound.

      The Direct Unit Cost Excl. Tax field is automatically populated with 25.00, which is the price per CASE. One CASE is expected to weigh 10 LBS at $2.50 per pound.

7. Enter information on the Lines FastTab for the mozzarella cheese.

   1. Select Item in the Type field.

   2. Select VW-LISO-MOZACHEESE in the No. field.

   3. Select SEATTLE in the Location Code field.

   4. Enter 3 in the Quantity field.

      The value in the Unit of Measure field should represent the base UOM. This value should NOT be the unit of measure for the weight.

   5. Enter 2.00 in the Direct Unit Cost (Purch. Price UOM) field. This is the cost of the item based on its weight. Therefore, the cost of the mozzarella is $2.00 per pound.

      The Direct Unit Cost Excl. Tax field is automatically populated with 12.00, which is the price per CASE. One CASE is expected to weigh 6 LBS at $2.00 per pound.

8. On the Home tab, in the Process group, choose Release.

   At this point, none of the Line Net Weight fields are populated.

   

Prerequisites

• Purchase order was created and released

1. In the Search box, enter purchase orders, and select Purchase Orders. The Purchase Orders window opens.

2. Select the released purchase order that was created for the variable weight items. In this case, PO0026397.

3. On the Actions tab, in the Warehouse group, choose Create Whse. Receipt.

4. Click OK at the message that a Warehouse Receipt Header was created. The Warehouse Receipt window opens.

5. Enter the tracking information for the cheddar line.

   1. Select the VW-LISO-CHEDDARCHEESE line.

   2. Enter 2 in the Qty. to Receive field.

   3. Choose Line>Item Tracking Lines. The Item Tracking Lines window opens.

   4. On the Actions tab, choose Assign Lot No.

   5. In the Net Weight field, enter 21.2. The 21.2 is the total weight of the 2 cases.

      

   6. Click OK.

      The Line Net Weight to Receive field is automatically populated with 21.2.

6. Enter the tracking information for the mozzarella line.

   1. Select the VW-LISO-MOZACHEESE line.

   2. Enter 3 in the Qty. to Receive field.

   3. Choose Line>Item Tracking Lines. The Item Tracking Lines window opens.

   4. On the Actions tab, choose Assign Lot No.

   5. In the Net Weight field, enter 17.8. The 17.8 is the total weight of the 3 cases.

      

   6. Click OK.

      The Line Net Weight to Receive field is automatically populated with 17.8.

   

7. On the Home tab, in the Process group, click Post Receipt.

8. Click Yes at the question asking if you want to post the receipt.

9. Click OK at the message that a source document was posted, and a put-away activity was created. The Post Whse. Receipt window opens.

   

   If you return to the purchase order, you can see that some of the Line Net Weight fields have been populated. The values in the Direct Unit Cost Excl. Tax fields were recalculated to reflect the weights that were received. For example. 3 cases of mozzarella weighed 17.8 pounds, and the total cost of the cases is $35.60 ($2.00 x 17.8). The cost of each case is $11.86667 ($35.60 divided by 3).

   

1. Open the posted warehouse receipt if it is not already open.

2. On the Navigate tab, choose Put-away Lines. The Warehouse Put-away Lines window opens.

   The lines show the following:

   • Take 2 cases of the VW-LISO-CHEDDARCHEES item (with a net weight of 21.2) from the RECEIVE bin, and place it into the A1-01-01 bin.

   • Take 3 cases of the VW-LISO-MOZACHEESE item (with a net weight of 17.8) from the RECEIVE bin, and place it into the A1-01-01 bin.

   

3. On the Home tab, in the Process group, choose Card. The Warehouse Put-away window opens.

   

4. On the Home tab, in the Process group, choose Register Put-away.

5. Click Yes to register the Put-away document. Each lot is moved as a whole unit to the appropriate bins in JustFoodERP.

   From the Warehouse Entries window, you can see the positive adjustment, and the movement from the RECEIVE bin to the A1-01-01 bin for both of the items.

   

When the vendor invoice is received, the vendor has charged a $20.00 delivery surcharge. When the purchase order is invoiced, the surcharge is split between the items based on the total lot weight.

1. In the Search box, enter purchase orders, and select Purchase Orders. The Purchase Orders window opens.

2. Select the released purchase order that was created for the variable weight items. In this case, PO0026397.

3. On the Actions tab, in the Release group, choose Reopen.

4. On the Lines FastTab, add the following line:

   Type	No.	Location Code	Quantity	Direct Unit Cost Excl. Tax	Qty. to Receive
   Charge (Item)	FREIGHT	SEATTLE	1	20.00	1

   

5. Assign the item charge.

   1. With the item charge line selected, click Line>Item Charge Assignment. The Item Charge Assignment window opens.

   2. Select all of the existing lines, and choose Delete.

   3. Click Yes to delete the selected lines.

   4. On the Actions tab, choose Get Receipt Lines. The Purch. Receipt Lines window opens.

   5. Select the 2 lines associated with the purchase order, and click OK.

      

      The two receipt lines are returned to the Item Charge Assignment window.

   6. On the Actions tab, choose Suggest Item Charge Assignment.

   7. Select Weight (Gross if Not Zero Else Net).

   8. Click OK. The Qty. to Assign field is automatically updated. The Amount to Assign is based on the weight of each lot. The total delivery charge is $20.00, and $9.13 is assigned to the 21.2 pounds of the bulk cheddar, and $10.87 is assigned to the 17.8 pounds of the bulk mozzarella.

      

   9. Click OK.

6. On the Lines Fast Tab, in the Qty. to Invoice field, enter 2 for the bulk cheddar line, and enter 3 for the bulk mozzarella line.

   

7. On the Actions tab, in the Posting group, choose Post.

8. Select Receive and Invoice, and click OK. The purchase order is invoiced.

   The Item Ledger Entries recorded a transaction for the total lot of each item.

   

   The Value Entries for each item show how the costs were assigned.