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

This walkthrough demonstrates the procedures that are required 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 cases for a specific lot is recorded for all INBOUND, MOVE, and OUTBOUND transactions.

When using the Lot Everywhere scenario for variable weight, 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.

About This Walkthrough

This walkthrough demonstrates the following tasks:

Create an Item Tracking Code
Create a Variable Weight Item
Create a Variable Weight Sales Order
Create a Variable Weight Warehouse Shipment
Register a Warehouse Pick
Invoice a Variable Weight Sales Order

Prerequisites

On the No. Series page, lot number series have been defined.
On the Units of Measure page, units of measure have been defined.
On the Item Categories page, an item category has been defined.
Variable weight surcharges have been set up. For more information see, Set up Variable Weight Surcharges.
A warehouse location has been set up for non-directed picks and put-aways. For more information see Walkthrough: Set Up a Warehouse Location with Non-Directed Picks and Put-Aways.
The employee that is performing the steps in this walkthrough, is set up as a warehouse employee for the SEATTLE location.
Inventory exists so that the pick can be completed.

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).

Create an Item Tracking Code

Before creating a variable weight item for the Lot Everywhere scenario, create an Item Tracking Code. The Item Tracking Code, which is assigned to an item, is how JustFood determines how variable weights are handled.

To create an item tracking code

Choose , enter item tracking codes, and then choose the related link.

The Item Tracking Codes page opens.
On the action bar, choose New.

The Item Tracking Code Card page opens.
On the General FastTab, perform the following steps:
1. In the Code field, enter VW-S2-LOTE.
2. In the Description field, enter Variable Weight Scenario 2 Lot Everywhere.
On the Serial No. FastTab, turn off all fields.
On the Lot No. FastTab, except for the Lot No. Info Must Exist fields, turn on all fields.
On the Misc. FastTab, turn on Variable Weight Tracking.

Create a Variable Weight Item

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

To create a variable weight item

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

The Items page opens.
On the action bar, choose New.

The Item Card page opens.
On the General FastTab, perform the following steps:
1. In the No. field, enter VW-LOTE-FG-ITAL_SAUS.
2. In the Description field, enter Italian Sausage.
3. In the Item Category Code field, select FG.
To create the item's Units of Measure (UOM), perform the following steps:
1. On the action bar, choose Navigate > Item > Units of Measure.
  
  The Item Units of Measure page opens.
2. Add the following records:
  
  Code Qt. per Base UOM Weight
  
  CASE 1 25
  
  LBS 25 1
3. On the Current Base Unit of Measure FastTab, in the Base Unit of Measure field, select CASE.
4. To return to the Item Card page, choose .
  
  On the General FastTab, the Base Unit of Measure field is populated with CASE.
On the Costs & Posting FastTab, in the Costing Method field, select FIFO.
On the Prices & Sales FastTab, perform the following steps:
1. In the Sales Price Unit of Measure Code field, select LBS.
2. In the Purchase Price Unit of Measure field, select LBS.
On the Replenishment FastTab, perform the following steps:
1. In the Replenishment System field, select Prod. Order.
2. In the Routing No. field, select VW-LOTE-FG-ITAL_SAUS.
3. In the Production BOM No. field, select VW-LOTE-FG-ITAL_SAUS.
On the Item Tracking FastTab, perform the following steps:
1. In the Item Tracking Code field, select VW-S2-LOTE.
2. In the Lot Nos. field, select LOT.
3. In the Expiration Calculation field, enter 6M.
On the action bar, choose Actions > Functions > Weight > Calculate Net Weight.

On the Inventory FastTab, the Net Weight field is populated. The net weight is calculated based on the defined units of measure. The net weight flows to document lines, such as for sales, picks, and warehouse entries.

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

Create a Variable Weight Sales Order

After the variable weight item has been created, a variable weight sales order can be created.

To create a variable weight sales order

Choose , enter sales orders, and then choose the related link.

The Sales Orders page opens.
On the action bar, choose New.

The Sales Order page opens.
On the General FastTab, perform the following steps:
1. In the Customer No. field, select a customer.
2. In the External Document No. field, enter 456789.
To enter information for the sausage, on the Lines, perform the following steps:
1. In the Type field, select Item.
2. In the No. field, select W-LOTE-FG-ITAL_SAUS.
3. In the Location Code field, select SEATTLE.
4. In the Quantity field, enter 2.
  
  The value in the Unit of Measure field represents the base UOM. This value is not the unit of measure for the weight.
5. In the Unit Price (Sales Price UOM) field, enter 4.00.
  
  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 action bar, choose Release > Release.

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

Create a Warehouse Shipment

After a sales order has been created and released, a warehouse shipment can be created.

To create a warehouse shipment

Choose , enter sales orders, and then choose the related link.

The Sales Orders page opens.
Select the released sales order that was created for the variable weight item, and then on the action bar, choose Manage > View.

The Sales Order page opens.
On the action bar, choose Process > Create Whse. Shipment.

A dialog box appears and displays a message that indicates that a warehouse shipment header was created.
To close the dialog box, choose OK.

The Warehouse Shipment page opens.

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

Register a Warehouse Pick

After a warehouse shipment has been created, a warehouse pick can be registered. The sausage must be picked and moved to the SHIP bin.

To register a warehouse pick

Choose , enter sales orders, and then choose the related link.

The Sales Orders page opens.
Select the released sales order that was created for the variable weight item, and then on the action bar, choose Manage > View.

The Sales Order page opens.
On the action bar, choose Navigate > Warehouse > Whse. Shipment.

The Warehouse Shipment page opens.
On the action bar, choose Process > Create Pick.

The Whse. Shipment-Create Picks page opens.
Choose OK.

The pick is generated.
On the action bar, choose Navigate > Pick Lines.

The Warehouse Pick Lines page opens.

The lines indicate that the VW-LOTE-FG-ITAL_SAUS item is to be taken from the B1-01-01 bin, and be placed in the SHIP bin. At this point, the Net Weight fields are not populated.
On the action bar, choose Process > Show Document.

The Warehouse Pick page opens.
For the Take line, in the Net Weight field, enter 49.6. This value is the total weight of the 2 cases. Unless the variable weight item has a net weight entered, you cannot register the pick.
On the action bar, choose Process > Register Pick.

A dialog box appears.
Choose Yes.

The Warehouse Pick page closes and the items are moved to the SHIP bin.
Return to the Warehouse Shipment page. The Line Net Weight to Ship field is populated with 49.6.
On the action bar, choose Process > Post Shipment.

A dialog box appears.
Select Ship, and then choose OK.

The Posted Whse. Shipment page opens.

Invoice the Variable Weight Sales Order

After the warehouse pick has been registered, the variable weight sales order can be invoiced.

To invoice the variable weight sales order

Choose , enter sales orders, and then choose the related link.

The Sales Orders page opens.
Select the released sales order that was created for the variable weight item, and then on the action bar, choose Manage > View.

The Sales Order page opens.

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 that the Qty. to Invoice field has a value.
On the action bar, choose Process > Post.
Select Invoice, and then choose OK.

The sales order is posted.

On the Posted Sales Invoice page, the Line Net Weight field for the two cases is displayed.

On the Item Ledger Entries page, a transaction for the total lot of the sold item is displayed.

On the Warehouse Entries page, the Net Weight field displays the net weight of the item as the item was moved and shipped.