Exercise - Reserve batch attributes on sales orders

15 minutes

In the USPI company, a new customer-specific batch attribute requirement is created for product P5000 for the customer with account number US-026.

Customer US-026 orders 500,000 lbs of P5000 and a batch order is created to produce it. A new batch order of 500,000 lbs of material will be created to meet the requirements of a sales order from customer US-026. Enter and process the batch order.

Create the customer attribute requirement

Go to Product information management > Products > Released products.
Use the Quick Filter to filter on the Item number field with a value of P5000.
Select Customer specific.
Select New.
In the Attribute relation field, enter or select a value.
In the Account selection field, enter US-026.
Set Minimum to 98.
Select Save.
Close the page.

Create a new batch order

Go to Product control > Production orders > All production orders.
Select New batch order.
In the Item number field, enter P5000.
In the Delivery field, enter a date.
Select Create.

Process the batch order

On the Action Pane of the All production orders page, select Production order.
Select Estimate.
Select OK.
Select Start.
Select OK.
On the Action Pane, select View.
Select Picking list.
In the list, select the link in the selected row.
In the journal lines, select each row and complete batch reservation.
Select Inventory.
Select Reservation.
Select Reserve lot.
Close the page.
Select Post.
Select OK.
Close the page.
On the Action Pane, select Production order.
Select Report as finished.
Select OK.

Complete the quality order

On the Action Pane of the All production orders page, click on the View tab.
Select Quality orders.
Select Results.
Select Edit.
Set Result quantity to 5000.
Set Test result to 98.5.
Select Save.
Close the page.
Select Validate.
In the Validated by field, enter or select a value.
Select OK.
Close the page.

Create the sales order

Go to Accounts receivable > Orders > All sales orders.
Select New.
In the Customer account field, enter US-026.
Select OK.
In the Item number field, enter P5000.
Set Quantity to 500,000.
Select Save.

Complete the batch reservation and shipment

Select Inventory from the tabs above the line.
Select Batch reservation.
Select Batch attribute search.
Select Customer attributes.
Select OK.
Select Reserve lot.
Refresh the page.
Close the page.
Select Post packing slip.
Select OK.
Close the page.