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Unit of Measure - Packaging Types

  • 1.  Unit of Measure - Packaging Types

    Posted 28 days ago

    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 28 days ago
    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 27 days ago
    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 26 days ago
    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 12 hours ago
    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 10 hours ago
    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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