Case Study: Low Carb Dilemma Files
1. Low Carb Dilemma
2. Enter New Material Master Records
3. Create New Vendor
4. Create Purchasing Info Records
5. Purchase Splenda and Soy Protein
6. Create Production Data
7. Set up sales views and prices
8. Create Sales order
9. Process Production orders
II. Enter New Material Master Records (Raw Material (Soy Protein) & Splenda), Semi-finished Goods (NRG-C Dough), and Finished Goods (NRG-C)
1. Create Material Master Data for Raw Materials (Raw Material (Soy Protein) & Splenda)
Logistics> Materials management > Material Master > Material > Create (special) > Raw Material
Material: ##R430, Retail, Select views (Basic data 1, Purchasing, General Plant Data/ Storage 1, Accounting 1, Costing 1)
Organizational levels: ##PT- Plant
Basic Data 1: ## Soy Protein, LB, Manu (Raw material and semi-finished Goods)
Purchasing: ##B for Bulk Grains
Accounting 1: Valuation class- 3000 (Valuation for Raw material), Moving Average Price: 0.50
Costing 1: Check both - With Qty structure, Material Origin
Similarly create raw material Splenda
Purchasing Group ##S, Valuation class – 3000, Moving Average Price – 20.00, Check both - With Qty structure, Material Origin.
2. Create Material master data for the semi-finished Product ## NRG-C Dough
Logistics> Materials management > Material Master > Material > Create (special) > Semi finished product
Material: ##S220, Retail, Select views (Basic data 1, Purchasing, General Plant Data/ Storage 1, Accounting 1, Costing 1)
Organizational levels: ##PT- Plant
Basic Data 1: ## Dough NRG-C, LB, Manu (Raw material and semi-finished Goods)
Accounting 1: Valuation class- 7900 (Valuation for Raw material), Price Control S, Standard Price: 0.63
Costing 1: Check both - With Qty structure, Material Origin
3. Create Material master data for the finished Product ## NRG-C
Logistics> Materials management > Material Master > Material > Create (special) > Finished product
Material: ##F120, Retail, Select views (Basic data 1, Purchasing, General Plant Data/ Storage 1, Accounting 1, Costing 1) Need for Sales view – Extend the material master record afterwards
Organizational levels: ##PT- Plant
Basic Data 1: ## NRG-C, LB, SALES(Finished Goods), Gross Weight 80, Net Weight – 72 LB
Ø Additional Data – 1 Pallet = 15 Cases
Accounting 1: Valuation class- 7920 (Valuation for Finished Goods), , Standard Price: 255.40
Costing 1: Check both - With Qty structure, Material Origin
III. Create New Vendor
1. Create Vendor Master Centrally
Logistics> Materials Management > Purchasing> Master Data > Vendor> Central > Create
Company code: 01FS, Purchasing Organization:##PR, Account Group: KRED
Title: Company, Name: ## Adrian Additives, Search term ½: ##, Street/ House Number: 1390 Arrowhead Road, Postal Code: 49221, City- Adrian, Country: US, Region- MI., Tax Jurisdiction Code-
Create Vendor: Accounting Information Accounting:
Reconciliation Account: 300000
Create Vendor: Payment transactions Accounting
Payment Terms (0001)
Create Vendor: Purchasing Data
USD, 0001 (Terms of Payment)
Save.
Vendor created for company code, purch org.
IV. Create Purchasing Info Records
Logistics> Materials Management> Purchasing> Master Data > Info record> Create
Search find the vendor ## Grand Rapids Grains
##R430 – Material; ##PR- Purchasing org: ##PT- Plant
Pld dely time: 10; Purch Group: ##B, Standard qty: 5000; Net Price: 0.50
Save.
Repeat the same for Vendor ##Adrian Addtives and the material ## Splenda
Search find the vendor ## Adrian Addtives
##R440 – Material (Splenda); ##PR- Purchasing org: ##PT- Plant
Pld dely time: 5; Purch Group: ##S, Standard qty: 1000; Net Price: 20.00
V. Purchase Splenda and Soy Protein
1. Create Purchase Orders
Logistics> Materials Management > Purchasing> Purchase Order> Create > Vendor Unknown
Order type: NB; ##B- Purchasing Group; Plant: ##PT, Storage Location- 100
Material- ##R430 – 5000 (Qty); ##R440 – 1000 Qty.
Select All > Assign Supply Source> Select All > Generate Purchase Order
Double click: ## Grand Rapids Grains
Click: Open Request ions; Adopt; Conditions Tab: $2500
Save.
Double click: ## Adrian Additives and create a purchase order for Splenda
Search for Purchase docs per Vendor
Click: Open Request ions; Adopt; Conditions Tab: $2500
Save.
4. Record a goods Receipt
Logistics> Materials management> Inventory Management> Goods Movement > Goods Receipt> For Purchase Order> GR for Purchase Order
Search for Purchase docs per Vendor
Double click the first P.O. for Soy Protein
Check the OK box to confirm the receipt
Save.
Repeat the receiving process for Splenda
5. Verify Material Receipt
Material: ##R430; Plant: ##PT - 5000(Unrestricted use)
##R440 – Material (Splenda)- 1000 (Unrestricted use)
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
VI. Create Production data
1. Define MRP views for Raw materials (Soy Protein and Splenda)
2. Create MRP and Work Scheduling views for Semi-Finished Materials (Dough for NRG-C bar)
3. Create MRP and Work Scheduling views for Finished Goods (NRG-C bar)
4. Create New Bill of Material for NRG-C Bar (NRG-C Dough – 500 lbs for 7 cases of Dough)
5. Create BOM for NRG-C Dough (Soy Protein(instead of Oats and Wheat Germ ) & Splenda (replacing honey))
6. Create the NRG-C Routing
7. Create the Dough NRG-C Routing
VII. Setup Sales views and Prices
1. Create Sales views for Finished Products (NRG-C bar) (Wholesale & Direct)
2. Create Material Prices (315 USD)
3. Create a Sales Order
4. Review Sales Order in Stock/ Requirements List
5. Run MRP to create Production Orders
VIII. Process Production Orders
1. Purchase Required Raw material
2. Create Purchase Order from Requisition
3. Record Goods Receipt
4. Verify Material Receipt
5. Create Production Order for Dough NRG-C
6. Goods Issue
7. Enter Confirmation of Production
8. Enter Goods Receipt from Production
9. Create Production Order for NRG-C Bars