Walkthrough: Process a Sales Order for Variable Weight-Lot Everywhere Items

In this walkthrough, you will learn how to process a sales order for variable weight items in the Lot Everywhere scenario.

When using the Lot Everywhere scenario, the total weight of all of the cases for a specific lot is recorded for all INBOUND, MOVE and OUTBOUND transactions.

Function Background

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 Everywhere scenario for variable weight, it means that a total weight is assigned to the entire lot rather than individual cases.

For INBOUND, MOVE and OUTBOUND transactions, the weight of the entire lot is posted. The Item Ledger entries, and Warehouse entries record a transaction for each lot number.

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

About This Walkthrough

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 sales order
Creating a variable weight warehouse shipment
Registering a variable weight warehouse pick
Invoicing a variable weight sales order

Story

The JF Company sells cases of Italian sausage. The sausage is priced according to 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 selling 2 cases of Italian sausage (VW-LOTE-FG-ITAL_SAUS), which is sold by the case but is priced in pounds. Each case is expected to weigh 25 pounds, and the sales price is $4.00 per pound.

When the 2 sausage cases are sold, the total weight of the cases is 49.6 pounds, therefore the sales price ends up being $198.40 (49.6 x $4.00).

Prerequisites

Number series was defined for purchase orders
Lot 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
Inventory exists to allow for the pick

Creating a Variable Weight Item

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

Create an item tracking code
Create an item

To Create an Item Tracking Code

In the Search box, enter item tracking, and choose Item Tracking Codes. The Item Tracking Codes window opens.
Click New. The Item Tracking Code Card window opens.
Enter VW-S2-LOTE in the Code field.
Enter Variable Weight Scenario 2 Lot Everywhere in the Description field.
On the Serial No. FastTab, make sure all of the check boxes are cleared.
On the Lot No. FastTab, select all of the check boxes except for Lot No. Info Must Exist under Inbound and Outbound.
On the Misc. FastTab, select the Variable Weight Tracking check box.

Click OK.

To Create a Variable Weight Item

A variable weight item needs to be created for item being sold, in this case, the manufactured Italian sausage (VW-LOTE-FG-ITAL_SAUS). The manufactured sausage is expected to weigh 25 pounds per case

In the Search box, enter items, and choose Items.
Click New.
Enter VW-LOTE-FG-ITAL_SAUS in the No. field.
Enter Italian Sausage in the Description field.
Create the item's units of measure.

On the Navigate tab, in the Master Data group, choose Units of Measure. The Item Units of Measure window opens.

Add the following records:

Code	Qt. per Base UOM	Weight
CASE	1	25
LBS	25	1

Select CASE in the Base Unit of Measure field.

Click OK.

The Base Unit of Measure field is populated with CASE on the General FastTab.

Select FG for the Item Category Code field.
Enter information on the Invoicing FastTab.

Select FIFO in the Costing Method field.
Select the LBS in the Sales Price Unit of Measure Code field.
Select the LBS in the Purchase Price Unit of Measure field.

Enter information on the Replenishment FastTab.
1. Select Prod. Order in the Replenishment System field.
2. Select VW-LOTE-FG-ITAL_SAUS in the Routing No. field.
3. Select VW-LOTE-FG-ITAL_SAUS in the Production BOM No. field.
Enter information on the Item Tracking FastTab.

Select VW-S2-LOTE in the Item Tracking Code field.
Select LOT in the Lot Nos. field.
Enter 6M in the Expiration Calculation field.

On the Actions tab, in the Functions group, choose Weight>Calculate Net Weight.

The Net Weight field is populated on the E-Ship FastTab. The net weight is calculated based on the defined units of measure. The net weight flows to document lines (sales, picks, warehouse entries).
Click OK. The Item Card window is closed.

Creating a Variable Weight Sales Order

In the Search box, enter sales order, and select Sales Orders.
Click New. The Sales Order window opens.
Tab off of the No. field.
In the Sell-to Customer No. field, select 000133.
Enter 456789 in the External Document No. field.
If not already displayed, show the Line Net Weight, Line Net Weight to Ship, Line Net Weight Shipped, Line Net Weight to Invoice and Line Net Weight Invoiced columns on the Lines FastTab.
Enter information on the Lines FastTab for the ground beef.
1. Select Item in the Type field.
2. Select VW-LOTE-FG-ITAL_SAUS 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, which is CASE. This value should NOT be the unit of measure for the weight.
5. Enter 4.00 in the Unit Price (Sales Price UOM) field. This is the cost of the item based on its weight. Therefore, the cost of the sausage is $4.00 per pound.
  
  The Unit Price Excl. Tax field is automatically populated with 100.00, which is the price per CASE. One CASE is expected to weigh 25 LBS at $4.00 per pound.
On the Home tab, in the Process group, choose Release.

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

Creating a Warehouse Shipment

Prerequisites

Sales order was created and released

In the Search box, enter sales orders, and select Sales Orders. The Sales Orders window opens.
Select the released sales order for the SEATTLE location. In this case, SO143077.
On the Home tab, in the Process group, choose Create Whse. Shipment.
Click OK at the message that a Warehouse Shipment Header was created. The Warehouse Shipment window opens.

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

Registering the Warehouse Pick

The sausage needs to be picked and moved to the SHIP bin.

Open the warehouse shipment if it is not already open.
On the Home tab, in the Process group, choose Create Pick. The Whse. Shipment-Create Picks window opens.
Click OK. The pick is generated.
On the Navigate tab, choose Pick Lines. The Warehouse Pick Lines window opens.

The lines show to take the VW-LOTE-FG-ITAL_SAUS item from the B1-01-01 bin, and place it in the SHIP bin. At this point, the Net Weight fields are not populated.

On the Home tab, choose Card. The Warehouse Pick window opens.
For the Take line, enter 49.6 in the Net Weight field. This is the total weight of the 2 cases. You cannot register the pick unless the variable weight item has a net weight entered.
On the Home tab, in the Process group, choose Register Pick.
Click Yes. The Warehouse Pick window closes. The items are moved to the SHIP bin.
Return to the Warehouse Shipment window. The Line Net Weight to Ship field is populated with 49.6.
On the Home tab, in the Process group, choose Post Shipment.
Select Ship and click OK. The Posted Whse. Shipment window opens.

Invoicing the Variable Weight Sales Order

In the Search box, enter sales orders, and select Sales Orders. The Sales Orders window opens.
Select the released purchase order that was created for the variable weight items. In this case, SO143077.

The value in the Line Amount Excl. Tax field was recalculated to reflect the weight that was shipped. The 2 cases of sausage weigh 49.6 pounds, and the total cost of the cases is $198.40 ($4.00 x 49.6). The sales price of each case is $99.20 ($198.40 divided by 2).
Ensure the Qty. to Invoice field has a value.
On the Home tab, in the Process group, choose Post.
Select Invoice and click OK. The sales order is posted.

The Posted Sales Invoice shows the Line Net Weight for the two cases.

The Item Ledger Entries shows a transaction for the total lot of the sold item.

The Warehouse Entries show the net weight of the item as it was moved and shipped.