Module 1 Configure products

Case study 1A Advanced product information features

Exercise #1: Create items with different production types

Contoso Process Company (USPI) has purchased a small oil refinery and will start to manufacture gasoline from a stream of crude oil.

This process produces kerosene and diesel fuel as co-products and wastewater as a by-product.

You will help the product designer to create the items listed here within finance and operations using different production types to assist in the creation of formulas or recipes

Product Number: P15000
- Product Name: Gasoline
- Production Type: Formula
Product Number: P16000
- Product Name: Kerosene
- Production Type: Co-Product
Product Number: P17000
- Product Name: Diesel Fuel
- Production Type: Co-Product
Product Number: P18000
- Product Name: Waste Water
- Production Type: By-Product
Product Number: M12000
- Product Name: Crude Oil
- Production Type: None

You will have to do the following:

Create a new formula product
Create the new
co-products
Create the new byproducts
Create the new raw material

Steps

Create a new formula product

In USPI, go to Product information management > Products > Released products.
Select New.
In the Product number field, enter or select P15000.
In the Product name field, enter or select Gasoline.
In the Item model group field, enter or select PI FEFO

Note For prioritized consumption on limited shelf life, FEFO is recommended.
In the Item group field, enter or select Cleaner.
In the Storage dimension group field, enter or select Site WH
In the Tracking dimension group field, enter or select Batch-CP.

Note To use the shelf-life settings on the released products details page on the General FastTab, set the Tracking dimension group field to a tracking dimension group that is set up to track the batch dimension. You can set this field only when you're first creating a product. If the dimension value is set to None, the option to edit the shelf life field will be disabled. You can't change the value for existing products.)
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.

Note You may need to change the dropdown in the selection menu to All.
In the Sales unit field, enter or select gal.

Note You may need to change the dropdown in the selection menu to All.
In the BOM unit field, enter or select gal.

Note You may need to change the dropdown in the selection menu to All.
Select OK.
Expand the Engineer FastTab and select Formula in the Production type field.
Expand the Manage inventory Fast Tab and enter 365 in the Shelf life period in days field.
Select Save.
Close the page.

Create the new co-products

Select New.
In the Product number field, enter P16000.
In the Product name field, enter Kerosene.
In the Item model group field, enter or select PI FEFO
In the Item group field, enter or select Cleaner.
In the Storage dimension group field, enter or select SiteWH
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.
In the Sales unit field, enter or select gal.
In the BOM unit field, enter or select gal.
Select OK.
Expand the Manage inventory Fast Tab and enter 365 in the Shelf life period in days field.
Expand the Engineer Fast Tab and select Co-product in the Production type field.
In the Planning formula field, enter P15000.
Select Save.
Close the page.
Select New.
In the Product number field, enter or select P17000.
In the Product name field, enter or select Diesel Fuel.
In the Item model group field, enter or select PI FEFO.
In the Item group field, enter or select Cleaner.
In the Storage dimension group field, enter or select SiteWH.
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.
In the Sales unit field, enter or select gal.
In the BOM unit field, enter or select gal.
Select OK.
Expand the Manage inventory Fast Tab and enter 365 in the Shelf life period in days field.
Expand the Engineer Fast Tab and select Co-product in the Production type field.
In the Planning formula field, enter P15000.
Select Save.
Close the page.

Create the new by-products

Select New.
In the Product number field, enter or select P18000.
In the Product name field, enter or select Waste Water.
In the Item model group field, enter or select PI FEFO
In the Item group field, enter or select Cleaner.
In the Storage dimension group field, enter or select SiteWH.
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.
In the Sales unit field, enter or select gal.
In the BOM unit field, enter or select gal.
Select OK.
Expand the Manage inventory Fast Tab and enter 365 in the Shelf life period in days field.
Expand the Engineer Fast Tab and select By-product in the Production type field.
Select Save.
Close the page.

Create the new raw material

Select New.
In the Product number field, enter or select M12000.
In the Product name field, enter or select Crude Oil.
In the Item model group field, enter or select PI-FEFO.
In the Item group field, enter or select a value Cleaner.
In the Storage dimension group field, enter or select SiteWH.
In the Tracking dimension group field, enter or select a Batch-CP.
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.
In the Sales unit field, enter or select gal.
In the BOM unit field, enter or select gal.
Select OK.
Expand the Manage inventory Fast Tab and enter 365 in the Shelf life period in days field.
Expand the Engineer Fast Tab and select and in the Production type field, select None.
Select Save.
Close all pages.

Exercise #2: Create and activate a formula using different product types

The engineering department has finished the review of the data in the new refinery and determined the formula should be as specified here.

The product definition employee wants to create the formula and assign the co-products and by-products to the formula and cost allocation.

He asked for your help. Can you help?

Product Number: P15000
Product Name: Gasoline
Formula Size: 500 gal
Formula Line: M12000 (Crude Oil), QTY 1000 gal
Formula Line: M2001 (DI Water), QTY 600 gal
Co-Product Line: P16000 (Kerosene), QTY 50 gal 10% cost allocation
Co-Product Line: P17000 (Diesel Fuel), QTY 350 gal 32% cost allocation
By-Product Line: P18000 (Waste Water), QTY 600 gal, 5% cost allocation
Approved by: Glen John

You will have to do the following:

Create a formula
Add formula lines to the formula
Add co-products and by-products with cost allocation
Approve and activate the formula

Steps

Create a formula for part P15000

Go to Product information management>Products>Released products.
Use the Quick Filter to find records. For example, filter on the Item number field with a value of p15000.

Note This is not case sensitive.
Select the ellipsis, if needed, to get to the Engineer tab on the action pane.
Select Formula versions.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select GAS001.
In the Name field, enter or select Gasoline.
In the Site field, enter or select 1.
Select OK.
In the Lines or Header field, select Header.
In the Formula versions grid, set the Formula size field to 500.00.
Select Save.

Add Formula Lines to Formula

In the Lines or Header field, select Lines.
Select New.
In the Item number field, enter or select M12000.

Note When you select New, you may need to change the dropdown in the selection menu to Other, select the Item number and then select Ok.
In the Warehouse field, enter or select 11.
Set Quantity to 1000.
Select New.
In the Item number field, enter or select M2001.

Note When you select New, you may need to change the dropdown in the selection menu to Other, select the Item number and then select Ok.
Set Quantity to 600.
Select Save.
Close the page.

Add Co-Products and By-Products with Cost Allocation

In the Action bar, select *Formula version and then select Co-products.
Select New.
In the Item number field, enter or select P16000.
In the Warehouse field, enter or select 11.
Set Quantity to 50.
In the Co-product cost allocation field, select Manual.
Set Cost allocation percent to 10.
Select Save.
Select New.
In the Product enter or select dropdown, select By-product. In the Item number field, enter or select P17000.
In the Warehouse field, enter or select 11.
Set Quantity to 350.
In the By-product cost allocation field, select Percent .
Set By-Product cost allocation percent to 32.
Select Save.
Select New.
In the Item number field, enter or select P18000.
In the Warehouse field, enter or select 11
Set Quantity to 600.
In the By-product cost allocation field, select Percent.
Set By-product burden amount to 5.
Select Save.
Close the page.

Approve and activate the formula

Select Formula version and then select Approval.
In the Approved by field, enter or select 000528 for Glen John.
Slide the toggle button to Yes for Do you also want to approve the formula? option.
Select OK.
Select Activate.
Close the page.

Exercise #3: Create a new formula with a version from the released products form (Bonus)

The marketing department at USP2 Contoso Orange Juice factory has determined the need for production of a new product for Frozen Apple Juice Concentrate.

The product designer asked you to help create a formula version with the following details

Can you do so?

Product Number: P7100
Product Name: Frozen Apple Juice Concentrate
Formula Size: 1000 gal
Formula Line: M9103 (Apples), QTY 800
Formula Line: M8001 (Asorbic Acid),
QTY 660
Formula Line: M8003 (Vitamin A), QTY 40
Formula Line: M8004 (Vitamin C), QTY 18
Formula Line: M7003 (Sucrose), QTY 33
Formula Line: M8008 (Can), QTY 2400
Approved by: Glen John

You will have to do the following:

Create a new product.
Create a formula.
Create formula lines.
Approve and activate the formula

Steps

Create a new product

In the USP2 company go to Product information management>Products>Released products.
Select New.
In the Product number field, enter or select P7100.
In the Product name field, enter or select Frozen Apple Juice Concentrate.
In the Search name field, enter or select FrozenAppleJuice.
In the Item model group field, enter or select FEFO.
In the Item group field, enter or select AdditiveRM.
In the Storage dimension group field, enter or select SiteWH.
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter lb.
In the Purchase unit field, enter or select lb.
In the Sales unit field, enter or select lb.
In the BOM unit field, enter or select lb.
Select OK.
In the Production type field in the Engineer FastTab, select Formula.
In the Shelf life period in days field in the Manage inventory FastTab, enter or select 180.
Select Save.

Create a formula

Select Formula versions in the Engineer tab in the action pane.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select FOR-7100.
In the Name field, enter or select For making Frozen Apple Juice Concentrate.
In the Site field, enter or select 1.
Select OK.

Create formula lines

In the Lines or header field, select Header.
Set Formula size to 1000.
Set From formula size in the Formula versions Fast Tab to 1000.
In the Lines or header field, select Lines.
In the Formula lines fast tab, select New.
In the Item number field, enter or select M9103.

Note When you select New, you may need to change the dropdown in the selection menu to Other, select the Item number and then select Ok.
Set Quantity to 800.
Select New.
In the Item number field, enter or select M8001.
Set Quantity to 660.
Select New.
In the Item number field, enter or select M8003.
Set Quantity to 40.
Select New.
In the Item number field, enter or select M8004.
Set Quantity to 18.
Select New.
In the Item number field, enter or select M7003.
Set Quantity to 33.
Select New.
In the Item number field, enter or select M8008.
Set Quantity to 2400.
Select Save.

Approve and activate the formula

Select Formula and then select Approve formula.
In the Approved by field, enter or select 000528 for Glen John.
Select OK.
In the Lines or Header field, select Header.
Select Approval in the versions section.
In the Approved by field, enter or select 000528 for Glen John.
Select OK.
Select Activate.
Close the page.

Exercise #4: Revise, update and activate a formula (Bonus)

Analysis of the production orders for P8000 in company USP2 has shown that the scrap factors and consumption amount of part P6000 need to be updated.

You want to formula revise, update, approve, and activate the formula with an effective date of current date

You will have to do the following:

Copy the existing formula
Update line
Date out the old version and date in the new version
Approve and activate the formula

Steps

Copy the existing formula

In the USP2 company go to Product information management>Products>Released products.
Use the Quick Filter to filter on the Item number field with a value of P8000.
In the list, select the link in the selected row.
Select Formula versions in the Engineer tab on the action pane.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select F01.
In the Name field, enter or select V01.
Set the Copy to Yes.
In the Site field, enter or select 1.
Select OK.
In the Formula version field, select For-00001.
Select OK.

Update the line

In the list, find and select the record for P6000.
Set Quantity to 0.35.
Expand the Line details Fast Tab then select the Setup tab.
In the Variable scrap field, enter 1
Select Save.
Close the page.

Date out the old version and date in the new version

In the list, find and select the original formula version For-00002.
In the To date field, set the date to 12/14/2020.
Select Save.
In the list, find and select the new formula version F01.
In the From date field, set the date to. 12/15/2023
Select Save.

Approve and activate the formula

Select Formulas > Formula.
Select Approve formula.
In the Approved by field, enter or select 000528 for Glen John and select OK.
Close the screen to go back to the Formula versions screen.
Select Formula version > Approval.
In the Approved by field, enter or select 000528 for Glen John
Select OK.
Select Activate.
Close the page.

Exercise #5: Use the scalability feature to create a new formula

Your manufacturing plant in company USP2 has obtained a new mixer that is 1.5 times the size of the current mixer used to make part P9500.

Engineering has determined that the vitamin compounds do not need to increase in quantity, but the other ingredients do.

Use the formula scalability feature to create a new formula for the larger size based on the existing formula for the part

You will have to do the following:

Copy the existing formula
Verify the lines are flagged as scalable for P9500 (except for the vitamin compounds)
Update the formula size
Approve and activate the formula

Steps

Copy the existing formula

IN USP2 company go to Product information management>Products>Released products.
Use the Quick Filter to filter on the Item number field with a value of P9500.
In the list, select the link in the selected row.
Select Formula versions in the Engineer tab in the action pane.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select P9500V0.
In the Name field, enter or select V0.
Select the Copy option.
In the Site field, enter or select 1.
Select OK.
In the Formula version field, select the current version FOR-00013.
Select OK.

Verify the lines are flagged as scalable for P9500 (except for the vitamin compounds)

In the lines, find the vitamin compounds.
Select or clear the Scalable check boxes.

Note Make sure that the Scalable check boxes for other products are checked except for Vitamin A, Vitamin C, Vitamin E.
Select Save.

Update the formula size

In the Lines or header field, select header
Set Formula size to 1500.
Set From formula size to 1500.
Select Save.

Approve and activate the formula

In the Lines or header field, select lines.
Select Edit
Select Approve formula.
In the Approved by field, enter or select 000528 for Glen John
Select OK.
In the Lines or header field, select header.
Select Approval in the Versions grid.
In the Approved by field, enter or select 000528 for Glen John
Select OK.
Select Activate.
Close the page.

Exercise #6: Create and activate a percentage-based formula (Bonus)

Company USP2 has been contracted to make a new orange juice with the following volume percentages for the final mixture.

The mixture should also have vitamin C and vitamin A added per the mixing instructions given here.

The volume batch size is to be 1500 gallons

You were asked to use this info to create the formula. Can you help?

| Ingredient | Recipe percent/ | | | quantity | |------------|-------------------------| | P9500 | 5% | | M9001 | 92% | | M7004 | 3% | | M8004 | 1.33 lb/1500 gal. | | M8003 | 1.1 LB/1500 gal. |

You will have to do the following:

Create a new release product
Copy the existing formula for P9500
Verify the lines are flagged as scalable for P9500 (except the vitamin compound)
Update the formula size
Approve and activate the formula

Steps

Create a new released product

In the USP2 company go to Product information management>Products>Released products.
Select New.
In the Product number field, enter or select P6100.
In the Product name field, enter or select Orange Juice.
In the Search name field, enter or select Orange Juice.
In the Item model group field, enter or select FEFO.
In the Item group field, enter or select AdditiveRM.
In the Storage dimension group field, enter or select SiteWH.
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter or select gal.
In the Purchase unit field, enter or select gal.
In the Sales unit field, enter or select gal.
In the BOM unit field, enter or select gal.
Select OK.
In the Production type field in the Engineer FastTab, select 'Formula'.
In the Shelf life period in days field in the Manage inventory Fast Tab, enter 180.
Select Save.

Copy the existing formula for P9500

Go to Product information management>Products>Released products.
Use the Quick Filter to filter on the Item number field with a value of 'P9500'.
In the list, select the link in the selected row.
Select Formula versions in the Engineer tab in the action pane.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select P9500V0.
In the Name field, enter or select V0.
Select the Copy option.
In the Site field, enter or select 1.
Select OK.
In the Formula version field, select the current version.
Select OK.

Verify the lines are flagged as scalable for P9500 (except for the vitamin compounds)

In the lines, find the vitamin compounds.
Select or clear the Scalable check boxes.

Note Make sure that the Scalable check boxes for other products are checked except for Vitamin A, Vitamin C, Vitamin E.
Select Save.

Update the formula size

In the Lines or header field, select header.
Set the version’s Formula size to '1500'.
Set the version’s From formula size to '1500'.
Select Save.

Approve and activate the formula

In the Lines or header field, select lines.
Select Save.
Select Approve formula.
In the Approved by field, enter or select 000528 for Glen John.
Select OK.
In the Lines or header field, select header.
Select Approval in the Versions grid.
In the Approved by field, enter or select 000528 for Glen John.
Select OK.
Select Activate.
Close all pages.

Exercise #7: Change a linear consumption to a step-wise consumption

In company USP2, the formula for product P9500 should be updated.

Formula line M9003 needs to be changed from a linear consumption to a step-wise consumption

The consumption on the line shall be:

0-1400: 5.5
1400-2400: 10.6
2400+: 15.8

The company employee is not sure how to do so and asked for your help. Can you help?

You will have to do the following:

Copy the existing formula
for P9500
Set the line for M9003 in the new formula to step-wise consumption and set the
step levels
Date out the old formula and date in the new one
Approve and activate the formula

Steps

Copy the existing formula for P9500

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of P9500.
In the list, select the link in the selected row for P9500.
Select Engineer > Formula > Formula versions.
Select New.
Select Formula and formula version.
In the Formula number field, enter or select P9500V1.
In the Name field, enter or select V1.
Select the Copy option.
In the Site field, enter or select 1.
Select OK.
In the Formula version field, select the current version
Select OK.

Set the line for M9003 in the new formula to step-wise consumption and set the step levels

In the lines, find the line for M9003.
Select the Setup tab in line details.
In the Formula field, select Step.
Select the Step consumption tab.
Set Quantity to 5.5.
Select New.
Set From series to 1400.
Set Quantity to 10.6.
Select New.
Set From series to 2400.
Set Quantity to 15.8.
Select Save.
Close all pages.

Date out the old formula and date in the new one

Go to Product information management >Products >Released products.
Use the Quick Filter to filter on the Item number field with a value of P9500.
In the list, select the link in the selected row for P9500.
Select Engineer > Formula > Formula versions.
In the list, find and select the old formula.
Select Edit.
In the To date field, set the date to 12/27/2023
Select Save.
In the list, find and select the new formula.
In the From date field, set the date to 12/28/2023.
Select Save

Approve and activate the formula

Select Formulas>Formula. Select Approve Formula.
In the Approved by field, enter or select 000528 for Glen John. Select OK.
Select Header tab then select Approval and enter 000528 for Glen John.
Select OK.
Select Activate.

Exercise #8: Set up commodity pricing (Bonus)

In company USP2, the price of apples, part M9103, is to be tracked based upon the NYMEX commodity exchange pricing of apples.

The sales price of the Apple Pie, part P9300, manufactured from this sugar should be based on a margin of 45 percent and a cost multiple of 1.25 for all quantities.

The pricing employee wants to set up the cost basis and pricing template for this scenario. She is not sure how to do so and asked for your help.

Can you help?

You will have to do the following:

Configure item P9100
Create a cost basis
Create a pricing template
Create a quantity and margin template
Complete the inventory parameter setup
Set up pricing calculation

Steps

Configure an item

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of P9100.
On the Action Pane, select Manage inventory.
Select Default order settings.
Select Edit.
In the Default order type enter field, select Production.
Select Save.
Close all pages.

Create a cost basis

Go to Inventory management > Setup > Commodity pricing > Cost basis type.
Select New if necessary.
In the Cost basis type field, enter NYMEX.
In the Description field, enter New York Mercantile Exchange.
Select Save.
Close the page.

Create a pricing template

Go to Inventory management > Setup > Commodity pricing > Pricing template.
Select New.
In the Pricing template field, enter Apples.
In the Description field, enter Apples.
Select Save.

Create a quantity and margin template

Select Quantity and margin template.
Select New.
In the Item relation field, enter P9100.
In the Site field, enter 1.
Set Cost multiplier to 1.25.
Set Margin percentage to 45.
In the Warehouse field, enter 12. If it’s not visible, find it in the Dimension fast tab.
Select Save.
Close the page.

Complete the inventory parameter setup

Go to Inventory management > Setup > Inventory and warehouse management parameters.
Select the Commodity pricing tab.
In the Dimension set field, enter or select MA+BU.
In the Cost basis type field, enter or select NYMEX.
Select Yes in the Keep BOM/Formula calculations field.
Right select Trade agreement and view details.
Select New.
In the Name field, enter Price_S.
In the Description field, enter Sales Price Adjustment Journal.
In the Relation field, select Price (sales).
Select Save.
Close the page.
In the Trade agreement field, enter or select Price_S.
Select Save.
Close the page.

Set up pricing calculation

Go to Inventory management > Periodic tasks > Commodity pricing > Pricing calculation.
Select New.
Ensure that the Cost basis type field is set to NYMEX.
In the Run effective date field, enter todays date.
In the Run expiry date field, enter a date in the future.
Select Save.
Close the page.

Exercise #9: Change a price calculation and update trade agreements

In company USP2, the price of apples, part M9103, is to be tracked based upon the NYMEX commodity exchange pricing of apples.

The sales price of the applesauce manufactured from the apples is to be based upon the fluctuations in the pricing of the apples from 3/20/23 to 3/27/23

You will have to do the following:

Complete the price calculation
Review the price calculation data and create trade agreements
Post the trade agreements that are created

Steps

Complete the price calculation

Go to Inventory management > Periodic tasks > Commodity pricing > Create price and margin data.
In the Pricing calculation field, enter or select 000001 for NYMEX.
In the Pricing template field, enter or select Apples.
Select OK.

Review the price calculation data and create trade agreements

Go to Inventory management > Periodic tasks > Commodity pricing > Price margin update.
If the price calculations are completed successfully, you will see your new pricing. Select Lines.
Select Update trade agreements.
Select OK.
Close the page.
In the list, find and select the desired record.
Select Lines.
Select Update trade agreements.
Select OK.
Close the page.

Post the trade agreements

Go to Sales and marketing > Prices and discounts > Trade agreement journals.
Select Lines.
Select Post.
Select OK.
Select Lines.
Select Post.
Select OK.
Close the page.

Exercise #10: Setting up a commodity price calculation

In company USP2, the price of apples, part M9103, is to be tracked based upon the NYMEX commodity exchange pricing of apples. The sales price of the applesauce manufactured from the apples is to be based upon the fluctuations in the pricing of the apples. The weekly pricing for the week of 03/20/2023 and 03/27/2023 has been received as 0.14/lb. and 0.15/lb., respectively

You will have to do the following:

Create a pricing calculation
Enter commodity pricing data
Create a pricing calculation
Enter commodity pricing data

Steps

Create a pricing calculation

Go to Inventory management > Periodic tasks > Commodity pricing > Pricing calculation.
Select New.
In the Cost basis type field, enter or select NYMEX.
In the Site field, enter 1.
In the Run effective date field, set the date to 2023-03-20 or your local equivalent.
In the Run expiry date field, set the date to 2023-03-23 or your local equivalent.
Select Save.

Enter commodity pricing data

Select Commodity pricing.
Select New.
In the Item number field, enter M9103.
In the Warehouse field, enter or select 12.
Set New cost to 0.14.
Select Save.
Close the page.

Create a pricing calculation

Select New.
In the Cost basis type field, enter or select NYMEX.
In the Site field, enter 1.
In the Run effective date field, set the date to 2023-03-25.
In the Run expiry date field, set the date to 2023-03-27.
In the Previous run field, enter or select a value.

Enter commodity pricing data

Select Commodity pricing.
Select New.
In the Item number field, enter M9103.
In the Warehouse field, enter or select 12.
Set New cost to 0.15.
Select Save.
Close the page.

Exercise #11: Creating PSDS lists, records and file uploads for product compliance

In company USP2, product M7001, sulfur dioxide, has been setup as a regulated and restricted product. A new PSDS has been obtained from the vendor and must be attached to the item. Using the attached file, create the PSDS record and activate it based upon an effective date range of 6/1/2020to 5/31/2020

You will have to do the following:

Create a PSDS list
Create a PSDS record
Upload a PSDS file

Steps

Create a PSDS list

Go to Inventory management > Setup > Product compliance > Product safety data sheet validity.
Select New.
In the Country/region field, enter USA.
Select Save.
Close the page.

Create a PSDS record

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of M7001.
On the Action Pane, select Manage inventory.
Select Safety data sheet.
Select New.
In the Document Name field, enter or select PSDS record.
Select Yes in the Active field.
In the Country/region field, enter or select USA.
In the Approval source field, enter or select Glen John.
In the Major version field, enter 10.
In the Approval date field, set the date to 2023-03-22 or your local equivalent.
In the Effective date field, set the date to 2023-03-25 or your local equivalent.
In the Expiry date field, set the date to 2023-03-26 or your local equivalent.
Select Save.

Upload a PSDS file

Select Attach (the paper clip near the top right).
Select New.
Select File.
Select Browse
Select the MSDS file, or any file to act as it.
In the Restriction field, select External.
Select Save.
Close the page.
Refresh the page.
Select Open document.
Close the page.

Exercise #12: Add reporting details for an item

The product safety manager wants to add reporting details for product M7001, Set the OSHA Product Name to “Sulfur Dioxide”, and give it a threshold quantity of 5, an EHS reportable quantity of 500, and a TPQ of

The CAS number should be set to 7446-09-5.

The annual usage quantity must also be updated for reporting

You were asked to show the safety manager how to do that.

Can you help?

You will have to do the following:

Enter product reporting details
Enter the CAS number
Update annual usage quantities

Steps

Enter product reporting details

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of m7001.
On the Action Pane, select Manage inventory.
In the Compliance group, select Reporting details.
Select Edit.
In the OSHA product name field, enter or select Sulfur Dioxide.
Set the OSHA threshold quantity to 5.
Set the EHS reportable quantity to 500.
Set the EHS threshold planning quantity to 500.
Select Save.

Enter the CAS number

Select Item CAS relations.
In the CAS number field, enter or select 7446-09-5.
In the CAS name field, enter or select Sulfur Dioxide.
Select Save.
Close the page.

Update annual usage quantities

Select Update quantities.
Close the page.

Exercise #13: Create a sales order and printing a PSDS

Product M7001, sulfur dioxide, has been setup as a regulated and restricted product.

A new request for 100 oz of M7001 from customer US-031 on April 4, 2023 has been received.

The sales representative wants to enter the sales order and make a note of the messages received.

Ship the material and verify that the valid PSDS is printed upon posting of the packing list.

The sales manager is confused about how to do that.

You were asked to help.

Can you help?

You will have to do the following:

Create a sales order for item M7001
Complete the reservation
Post the packing slip and print the PSDS

Steps

Create a sales order

Go to Accounts receivable > Orders > All sales orders.
Select New.
In the Customer account field, enter or select us-031.
In the Warehouse field (General section), enter or select 11.
In the Requested receipt date field, set the date to a near future date.
Select OK.
In the Item number field, enter or select m7001.
Set Quantity to 100.
In the Unit price field, enter 10.
Select Save.

Complete the reservation

Select Inventory.
Select Reservation.
Select Reserve lot.
Close the page.

Post the packing slip and print the PSDS

Select Pick and pack > Post packing slip.
Select OK.
Select OK.
Verify that the PSDS was printed if that option was desired.
Close the page.

Exercise #14: Set a partial visibility catch weight item

At company USP2, a new catch weight item for sugar in
20-pound bags must be created as item M7010.

The inventory manager is struggling to do the following:

Create the new released product as a partial visibility catch weight item.
After creating the item, create a new purchase order for 15 bags.
The bags are to be received using the arrival overview process, and the total weight for the 15 bags of sugar should be specified

You are the MFG functional consultant and they asked you to help. Can you help?

You will have to do the following:

Create the released product and set catch weight conversions
Create purchase order for
15 bags of item M7010
Create and post an arrival journal for the purchase order

Steps

Create the released product and set catch weight conversions

Go to Product information management > Products > Released products.
Select New.
In the Product number field, enter or select M7010.
In the Product name field, enter or select Sugar in 20 lb. bags.
In the Catch weight field, select Yes.
In the Item model group field, enter or select FEFO.
In the Item group field, enter or select AdditiveRM.
In the Storage dimension group field, enter or select Site.
In the Tracking dimension group field, enter or select Batch-CP.
In the Inventory unit field, enter or select lb.
In the Purchase unit field, enter or select lb.
In the Sales unit field, enter or select lb.
In the BOM unit field, enter or select lb.
Select OK.
Select Unit conversions.
Select the Inter-class conversions tab.
Select New to open the drop dialog.
Set Factor to 20.
In the To unit field, enter or select lb.
In the From unit field, enter or select bag.
Select OK.
Close the page.
In the Purchase Unit field, enter or select bag.
In the Price field, enter a number 10000.
In the CW unit field, enter or select bag.
Set the Minimum quantity to 19.
Set the Maximum quantity to 21 and enter 160 for Shelf life period in days.
Select Save.
Close the page.

Create a purchase order for 15 bags of item M7010

Go to Procurement and sourcing > Purchase orders > All purchase orders.
Select New.
In the Vendor account field, enter or select US-111.

Note If you see a message saying your selected Vendor code is not authorized, kindly ignore it and proceed further.
Select OK.
In the Item number field, enter or select m7010.
Set CW quantity to 15.
On the Action Pane, select Purchase
Select Confirm.
Close the page.

Create a batch number

Go to Warehouse management > Setup > Inventory > Batches.
Select New.
In the Batch number field, enter or select GTL002.
In the Item number field, enter or select M7010.
In the Manufacturing date field, enter today’s date.
Select Save.

Create and post an arrival journal for the purchase order

Go to Inventory management > Inbound orders > Arrival overview.
In the Arrival overview profile name field, enter or select Today.
Expand the Arrival query details section.
Select No in the Production orders field.
Select No in the Transfer orders field.
Select No in the Quarantine orders field.
Select Update.
In the list, find and select the desired record.
Select the Select for arrival check box.
Select Start arrival.
Select Journals.
In the list, find and select the desired record.
Select Journals.
Select Show arrivals from lines.
Select the Dimension tab.
Select Edit.
Select edit icon on Batch number field and select GTL002.
Select New.
In the Batch number field, enter or select a value.
In the Manufacturing date field, enter a date.
In the Expiration date field, enter a date.
Select Save.
Close the page.
In the Batch number field, enter or select a value.
Set Quantity to 295.
Select Save.
Select Post.
Select OK.
Post Product Receipt and review Inventory
Select Functions.
Select Product receipt.
In the Product receipt field, enter or select a value.
Select OK.

Exercise #15: Use catch weight items in a purchase trade agreement

At company USP2, item number M9401, Cheese, requires a new purchase trade agreement to be set up for $175/tray.

The team wants to enter a new demand forecast for 25 trays of cheese to be sold.

After entering the trade agreement and demand forecast, they want to enter and confirm a new purchase order for 15 trays.

Finally, master planning should be run and reviewed to determine if additional trays should be purchased

The team is not sure how to do that. They asked for your help. Can you help?

You will have to do the following:

Create a purchase trade agreement
Create a demand forecast
Create a purchase order for
15 trays of item M9401
Run net requirements and review the output

Steps

Create a purchase trade agreement

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of m9401.
On the Action Pane, select Purchase.
Select Create trade agreements.
Select Edit.
In the Name field, enter or select Disc.
Select Lines.
In the Item relation field, enter or select M9401.
In the Site field, enter or select 1.
In the Warehouse field, enter or select 11.
Set Amount in currency to 175.
Select Post.
Select OK.
Close the page.

Create a demand forecast

On the Action Pane, select Plan.
Select Demand forecast.
Select New.
In the Model field, enter or select Current Forecast.
In the Date field, enter current date.
In the Site field, enter or select 1.
In the Warehouse field, enter or select 11.
Set CW quantity to 25.
Select Save.
Close the page.

Create a purchase order for 15 trays of item M9401

Go to Procurement and sourcing > Purchase orders > All purchase orders.
Select New.
In the Vendor account field, enter or select US-111.
Select OK.
In the Item number field, enter or select m9401.
Set CW quantity to 15.
Select Confirm.

Run net requirements and review the output

Select Product and supply.
Select Net requirements.
Select Update.
Select Master planning.
Select OK.