Walkthrough: Create Family Items

This walkthrough demonstrates how to create items that will be used when manufacturing family items. These items will be used in the Work with Families Walkthrough.

Story

The JF Company purchases cases of beef ribs, which must be cut into different portions before selling to customers.

Each portion of meat, which is consumed and produced, must be created as its own item, and then added to a family.

You must set up an item that will represent the purchased beef ribs. This item is what will be consumed to produce the different cuts of meat. In this walkthrough, you will create the following family item:

• BEEF EX RIB 2PC (FAM-RAW-00001)

You also need to set up the items or components that will be produced when the BEEF EX RIB 2PC (FAM-RAW-00001) item is consumed. You will create the following items:

• BEEF RIB ROAST-1 BONE (FAM-FG-00001)

• BEEF RIB ROAST-2 BONE (FAM-FG-00002)

• BEEF RIB ROAST-3 BONE (FAM-FG-00003)

• BEEF RIB STEAK (FAM-FG-00010)

• BEEF TRIM (FAM-WIP-00001)

• WASTE (FAM-WIP-00002)

Prerequisites

• An Item Tracking Code for variable weight is set up. To see how to set up this Item Tracking Code, in the Process a Purchase Order for Variable Weight Item Walkthrough, see the To create an item tracking code procedure.

Creating the Item to be Consumed

These steps explain how to create the BEEF EX RIB 2PC (FAM-RAW-00001) item that will be used on the family BOM, and will be consumed to create the family components.

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item FastTab, perform the following steps:

   1. In the No. field, enter FAM-RAW-00001.

   2. In the Description field, enter BEEF EX RIB 2PC.

   3. In the Item Category Code field, select a code that represents raw items, for example, 06-RAWOTH.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      CS	1	1
      EA	0.5	Automatically populated
      LB	Automatically populated	33.4

   3. In the Base Unit of Measure field, select CS.

   4. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. On the Costs & Posting FastTab, perform the following steps:

   1. In the Unit Cost field, enter the cost of the item, for example, 550.

   2. In the Gen. Prod. Posting Group field, select the posting group that represents raw items, for example, RAW.

   3. In the Inventory Posting Group field, select the posting group that represents raw items, for example, RAW.

7. On the Item Tracking FastTab, in the Item Tracking Code field, select an Item Tracking Code that is set up as a Variable Weight Code.

8. On the action bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

Creating the Family Item to be Produced

These steps demonstrate how to create the items or family components that will be produced when a family item is produced.

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item FastTab, perform the following steps:

   1. In the No. field, enter FAM-FG-00001.

   2. In the Description field, enter BEEF RIB ROAST-1 BONE.

   3. In the Item Category Code field, select a code that represents finished good items, for example, 01-FG_MAN.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      CS	1	1
      LB	Automatically populated	2.3
      PACK	4	Automatically populated
      PLT	12	Automatically populated

   3. In the Base Unit of Measure field, select CS.

   4. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. On the Costs & Posting FastTab, perform the following steps:

   1. In the Gen. Prod. Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   2. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

7. On the Prices & Sales FastTab, perform the following steps:

   1. In the Cost Category Code field, select FG.

   2. In the Sales Price Unit of Measure field, select LB.

8. On the Replenishment FastTab, in the Replenishment System field, select Prod. Order.

9. On the Item Tracking FastTab, perform the following steps:

   1. In the Item Tracking Code field, select an Item Tracking Code that is set up as a variable weight code.

   2. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   3. In the Expiration Calculation field, enter 6M.

10. To add the item's routing, perform the following steps:

    1. On the action bar, choose Process > Create Routing.

       On the Replenishment FastTab, the Routing No. field is populated.

    2. In the Routing No. field, choose Look up value.

    3. Choose Select from full list.

       The Select - Routings page opens.

    4. On the action bar, choose Manage > Edit.

       The Routing page opens.

    5. On the Lines, enter the following records:

       Operation No.	No.	Run Time
       10	PRDUCE01	15
       20	BMAUTOPCK	5

    6. On the General FastTab, in the Status field, select Certified.

    7. To return to the Select - Routings page, choose Back.

    8. On the Select - Routings page, choose OK.

11. To add the item's bill of materials (BOM), perform the following steps:

    1. On the action bar, choose Process > Create BOM.

       On the Replenishment FastTab, the Production BOM No. field is populated.

    2. In the Production BOM No. field, choose Look up value.

    3. Choose Select from full list.

       The Select - Production BOMs page opens.

    4. On the action bar, choose Manage > Edit.

       The Production BOM page opens.

    5. On the Lines, enter the following records:

       Type	No.	Quantity Per
       Item	P107270	1

    6. On the General FastTab, in the Status field, select Certified.

    7. To return to the Select - Production BOMs page, choose Back.

    8. On the Select - Production BOMs page, choose OK.

12. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

    On the Inventory FastTab, the Net Weight field is populated.

Creating the Remaining Family Items to be Produced

You must create the remaining family items that will be part of the family.

BEEF RIB ROAST-2 BONE (FAM-FG-00002)

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item Card page, perform the following steps:

   1. In the No. field, enter FAM-FG-00002.

   2. In the Description field, enter BEEF RIB ROAST-2 BONE.

   3. In the Base Unit of Measure field, enter CS.

   4. In the Item Category Code field, select a code that represents finished good items, for example, 01-FG_MAN.

   5. In the Gen. Prod. Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   6. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   7. In the Cost Category Code field, select FG.

   8. In the Sales Price Unit of Measure Code field, select LB.

   9. In the Replenishment System field, select Prod. Order.

   10. In the Item Tracking Code field, select an Item Tracking Code that is set up as a variable weight code.

   11. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   12. In the Expiration Calculation field, enter 6M.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      CS	1	1
      EA	0.5	Automatically populated
      LB	Automatically populated	9.2

   3. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. To add the item's routing, perform the following steps:

   1. On the action bar, choose Process > Create Routing.

      On the Replenishment FastTab, the Routing No. field is populated.

   2. In the Routing No. field, choose Look up value.

   3. Choose Select from full list.

      The Select - Routings page opens.

   4. On the action bar, choose Manage > Edit.

      The Routing page opens.

   5. On the Lines, enter the following records:

      Operation No.	No.	Run Time
      10	PRDUCE01	15
      20	BMAUTOPCK	5

   6. On the General FastTab, in the Status field, select Certified.

   7. To return to the Select - Routings page, choose Back.

   8. On the Select - Routings page, choose OK.

7. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

BEEF RIB ROAST-3 BONE (FAM-FG-00003)

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item Card page, perform the following steps:

   1. In the No. field, enter FAM-FG-00003.

   2. In the Description field, enter BEEF RIB ROAST-3 BONE.

   3. In the Base Unit of Measure field, enter CS.

   4. In the Item Category Code field, select a code that represents finished good items, for example, 01-FG_MAN.

   5. In the Gen. Prod. Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   6. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   7. In the Cost Category Code field, select FG.

   8. In the Sales Price Unit of Measure Code field, select LB.

   9. In the Replenishment System field, select Prod. Order.

   10. In the Item Tracking Code field, select an Item Tracking Code that is set up as a variable weight code.

   11. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   12. In the Expiration Calculation field, enter 6M.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      CS	1	1
      EA	1	Automatically populated
      LB	Automatically populated	6.8

   3. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. To add the item's routing, perform the following steps:

   1. On the action bar, choose Process > Create Routing.

      On the Replenishment FastTab, the Routing No. field is populated.

   2. In the Routing No. field, choose Look up value.

   3. Choose Select from full list.

      The Select - Routings page opens.

   4. On the action bar, choose Manage > Edit.

      The Routing page opens.

   5. On the Lines, enter the following records:

      Operation No.	No.	Run Time
      10	PRDUCE01	15
      20	BMAUTOPCK	5

   6. On the General FastTab, in the Status field, select Certified.

   7. To return to the Select - Routings page, choose Back.

   8. On the Select - Routings page, choose OK.

7. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

BEEF RIB STEAK (FAM-FG-00010)

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item Card page, perform the following steps:

   1. In the No. field, enter FAM-FG-00010.

   2. In the Description field, enter BEEF RIB STEAK.

   3. In the Base Unit of Measure field, enter CS.

   4. In the Item Category Code field, select a code that represents finished good items, for example, 01-FG_MAN.

   5. In the Gen. Prod. Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   6. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, FINISHED.

   7. In the Cost Category Code field, select FG.

   8. In the Sales Price Unit of Measure Code field, select LB.

   9. In the Replenishment System field, select Prod. Order.

   10. In the Item Tracking Code field, select an Item Tracking Code that is set up as a variable weight code.

   11. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   12. In the Expiration Calculation field, enter 6M.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      CS	1	1
      EA	Automatically populated	6
      LB	Automatically populated	6

   3. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. To add the item's routing, perform the following steps:

   1. On the action bar, choose Process > Create Routing.

      On the Replenishment FastTab, the Routing No. field is populated.

   2. In the Routing No. field, choose Look up value.

   3. Choose Select from full list.

      The Select - Routings page opens.

   4. On the action bar, choose Manage > Edit.

      The Routing page opens.

   5. On the Lines, enter the following records:

      Operation No.	No.	Run Time
      10	PRDUCE01	15
      20	BMAUTOPCK	5

   6. On the General FastTab, in the Status field, select Certified.

   7. To return to the Select - Routings page, choose Back.

   8. On the Select - Routings page, choose OK.

7. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

BEEF TRIM (FAM-WIP-00001)

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item Card page, perform the following steps:

   1. In the No. field, enter FAM-WIP-00001.

   2. In the Description field, enter BEEF TRIM.

   3. In the Base Unit of Measure field, enter LB.

   4. In the Item Category Code field, select a code that represents work-in-progress items, for example, 03-OTHWIP.

   5. In the Gen. Prod. Posting Group field, select the posting group that represents work-in-progress items, for example, WIP.

   6. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, WIP.

   7. In the Cost Category Code field, select WIP.

   8. In the Sales Price Unit of Measure Code field, select LB.

   9. In the Replenishment System field, select Prod. Order.

   10. In the Item Tracking Code field, select an Item Tracking Code that is set up as a variable weight code.

   11. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   12. In the Expiration Calculation field, enter 6M.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      LB	1	1

   3. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

WASTE (FAM-WIP-00002)

1. Choose , enter items, and then choose the related link.

   The Items page opens.

2. On the action bar, choose New.

   The Select a Template for a New Item page opens.

3. To close the Select a Template for a New Item page, choose Cancel.

   The Item Card page opens.

4. On the Item Card page, perform the following steps:

   1. In the No. field, enter FAM-WIP-00002.

   2. In the Description field, enter WASTE.

   3. In the Base Unit of Measure field, enter LB.

   4. In the Item Category Code field, select a code that represents work-in-progress items, for example, 03-OTHWIP.

   5. In the Gen. Prod. Posting Group field, select the posting group that represents work-in-progress items, for example, WIP.

   6. In the Inventory Posting Group field, select the posting group that represents finished good items, for example, WIP.

   7. In the Cost Category Code field, select WIP.

   8. In the Replenishment System field, select Prod. Order.

   9. In the Item Tracking Code field, select an Item Tracking Code. This does not have to be a Variable Weight Tracking Code.

   10. In the Lot Nos. field, select a code that will be used to generate lot numbers for the item.

   11. In the Expiration Calculation field, enter 6M.

5. To add the item's units of measure (UOMs), perform the following steps:

   1. On the action bar, choose Navigate > Item > Units of Measure.

      The Item Units of Measure page opens.

   2. Enter the following records:

      Code	Qty. of Base Unit of Measure per Unit	Qty. per Base UOM
      LB	1	1

   3. To return to the Item Card page, choose Back.

      On the Item FastTab, the Base Unit of Measure field is automatically populated.

6. On the actions bar, choose Actions > Functions > Weight > Calculate Net Weight.

   On the Inventory FastTab, the Net Weight field is populated.

See Also

Walkthrough: Working with Families

Families

JustFood Walkthroughs