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Unit of Measure - Packaging Types

  • 1.  Unit of Measure - Packaging Types

    Posted Mar 15, 2021 08:12 AM

    We have a customer that purchases product by weight ... LB or KG. The product comes in various packaging types e.g: box, drum, bag etc .… along with a lot number associated with each batch of product purchased. When the customer sells the product the end user may require a specific package type. If package type is not available but inventory is available they are required to repackage. Additionally, there is a requirement to view the available inventory in total as well as the package breakdown.

    Jack Roughgarden
    CSC
    Newark, NJ



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    Jack Roughgarden
    Custom Systems Corporation
    Newark NJ
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  • 2.  RE: Unit of Measure - Packaging Types

    NAVUG ALL STAR
    Posted Mar 15, 2021 08:34 AM
    Hopefully, someone else might have a better suggestion, but I would recommend different item numbers for each packaging type (box, drum, bag, etc.) and use production orders for the repackaging process to convert the item from one package type to another, that way you can capture labor costs while converting inventory.

    One challenge, I suspect, might be that your customer may not know the package type that will be received when they place an order.  If they do know, then they simply would create the purchase order with the appropriate item number.

    Another suggestion might be to use variants for each packaging type.  I'm not sure how to convert from one variant to another...I would guess an inventory adjustment.  You wouldn't be able to capture any conversion costs with this process.

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
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    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
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  • 3.  RE: Unit of Measure - Packaging Types

    NAVUG ALL STAR
    Posted Mar 16, 2021 04:38 PM
    Jack,

    Adding to what Lewis replied with... I would heavily lean towards creating new Item, by Packaging UOM. Now one would think use Variants but you noted they have to repackage the Item, which I am guessing incurs the new packaging material and labor. Since you are doing this action, I would want to include these costs in my finish Item and the newly created Item will have a BOM of the original Item and the components for the packaging and some labor.

    Hope this helps.
    Thanks,
    Steve

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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  • 4.  RE: Unit of Measure - Packaging Types

    TOP CONTRIBUTOR
    Posted Mar 17, 2021 07:39 AM
    Definitely, cost becomes a major part of your packaging so a new BOM like Steve suggested is always helpful to keep track of the packaging costs per customer requirements.

    ~Meenakshi

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    Meenakshi Singh
    Ruby Award Recipient
    NAVUG/D365BC-Programming Committee
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  • 5.  RE: Unit of Measure - Packaging Types

    Posted Apr 12, 2021 11:55 AM
    Following on this thread, can you help advise us, for sales items that have various package size (but the same unit of measure)? Should we also create different sales items for the different package sizes? (e.g. 1 Liter, 500mL)  (and interesting extra question - are mL and L different unit, or in the same metric scale?).

    If you create different item numbers, do you recommend creating a number series family, to help group those items together - e.g. Item 201500's ( 201501, 201502, 201503, etc)?

    And do you recommend including the package volume in the item description?

    These are things we are puzzling over very much right now as we migrate from GP to D365, and want to improve our business processes also.

    Thank you much




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    Raija Suomela
    Kennebec River Biosciences
    Richmond ME
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  • 6.  RE: Unit of Measure - Packaging Types

    NAVUG ALL STAR
    Posted Apr 12, 2021 02:44 PM
    Raija,

    I am not certain that I am following your situation, but hopefully this helps.  If you have multiple finished goods items sold in the same unit of measure like CASE or BOX, but the size of the case or box varies from item to item, that is OK.  You just need to set up an Item/Unit Of Measure conversion.

    For example, for Item 123 a case might contain 12 bottles and for item 234 the case may contain 24 bottles.  The sales unit of measure for both can be case but the bottle to case conversion will be different for each.

    Now if you sell the SAME product in different case or box sizes, then you could use different item number for each case size or you can set you base unit of measure for what is inside the box (ex: bottle), but create different unit of measure code for different case or box sizes (ex:  CS-12, CS-24), once again using a unit of measure conversion (ie.  12 bottles  = 1 CS-12, 24 bottles = 1 CS-24).


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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
    ------------------------------------------------------------------------
    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
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  • 7.  RE: Unit of Measure - Packaging Types

    TOP CONTRIBUTOR
    Posted Apr 13, 2021 07:41 AM
    Further to Lewis' comments, the Item Description is used on inventory, purchasing and sales documents, so you should consider that when deciding whether or not to include the packaging volume in the description. It is often helpful to have the packaging size stated (e.g. 1L, 500 mL, 16 oz...).

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    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL
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  • 8.  RE: Unit of Measure - Packaging Types

    Posted Apr 14, 2021 08:42 AM
    So we are not live yet but we have the exact same issue. Ours is even more complex because we need to lot trace some of our packaging material. So we sell items by GL and LB but package in drums, totes, pails, bags, gallons, quarts. So our developer coded a way for us to do this by adding a modal for us that adds the packaging during order entry and then it gets added to the BOM during production to be consumed at time of packaging. Its a bit complex but it works. We are still working through the various pack types we have (there are like 50)  like 2 single gallons in a 2 gallon box or 2 single gallons in a 4 gallon box. If you would like the info of our partner I would be happy to provide it. As for others responses I think adding new items would be very hard depending on his customer base. If we did that all hell would break loose since we already have 4000 production items and have been around for 120 years. Some of our customers would not like to change item numbers.

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    Ryan Gergen
    Director of Information Technology
    Weber Flavors
    Wheeling, IL
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  • 9.  RE: Unit of Measure - Packaging Types

    Posted Apr 28, 2021 04:45 PM
    Your answers have been so helpful Lewis, Andrew, and Ryan.  I need to get a better understanding of requirements to further understand our need, but I think I see now that we will end up selling our items as separate items numbers per package size, and so for each product item number e.g. 12345 we will have item numbers '12345-500' and '12345-1000'  for the same product, that we sell in 500mL and 1L bottles.  Our customers will be comfortable with a new item number system thankfully.

    We manufacture e.g. a ~50L batch in mL.  I see where a unit conversion will help. What i need to learn more from the folks running our current setup, it seems they design the BOM for a target 'x' number of 1 liter bottles and it takes a bit of math to plan the quantities for the batch. Finding a way to let the system do the math will be helpful.

    Is is smarter to create a 'bulk' batch item number entity - e.g. 12345-B and then do some kind of packaging BOM to then translate the 50L into one hundred 500 mL bottles?  Apologies for an in-elegant formation of my question. I'm doing research on older discussions that touch on this idea but I'm not fully understanding what is a typical recommended process.

    Thanks much again!

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    Raija Suomela
    Kennebec River Biosciences
    Richmond ME
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  • 10.  RE: Unit of Measure - Packaging Types

    NAVUG ALL STAR
    Posted Apr 28, 2021 06:03 PM
    Creating a bulk item number and BOM is certainly one good way to go, especially if the inventory ever sits and gets physically counted in that bulk/intermediate (WIP) state.

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
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    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
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