In Part 1 of this guide, we walked through the foundational steps for setting up catch weight products or warehouse management processes. Now, let’s dive deeper into how these settings come into play within the sales and purchase order processes. Understanding how to effectively handle catch weight management during these transactions is crucial for accurate inventory management, pricing, and order fulfillment.
Let’s explore the key steps for working with catch weight items when creating and processing sales and purchase orders in Dynamics 365 for Finance & Operations.
How to create a purchase order process with catch weight items?
Creating purchase order lines for catch weight items involves distinct processes compared to standard purchase orders. For example, purchasing 500 boxes, equivalent to 2500 kg based on the defined unit conversion, highlights key differences:
- In a catch weight purchase order, the “Quantity” field in Inventory is disabled (greyed out).
- The “Catch Weight Quantity” field remains active and editable.
Purchase order quantity registration
When registering quantities in a Purchase Order for catch weight products, users can enter both the Catch Weight Quantity and the Inventory Quantity. However, the system enforces limits based on the catch weight setup:
- For 500 boxes, the total Catch Weight Quantity must be between 2475 kg (minimum) and 2525 kg (maximum).
- If the entered quantity falls outside this range, the system will display an error message.
Handling quantity validation scenarios in catch weight orders
Let’s walk you through three scenarios to verify the system’s behaviour and check for any errors.
Test Case 1: Entering quantity below minimum interval
Scenario
Enter a quantity of 2450 kg for 500 boxes, which is below the defined minimum interval (2475 kg).
Expected behavior
- Quantity less than minimum catch weight 2,475.00 and more than maximum catch weight 2,525.00 for item CW is not allowed.
- Current inventory quantity for the catch weight item: 2450 kg.
- Validation failed.
Test Case 2: Entering quantity above maximum interval
Scenario
Enter a quantity of 2700 kg for 500 boxes, which exceeds the defined maximum interval (2525 kg).
Expected behavior
- Quantity less than the minimum catch weight of 2,475.00 and more than the maximum catch weight of 2,525.00 for item CW is not allowed.
- Current inventory quantity for the catch weight item: 2700 kg.
- Validation failed.
Test case 3: Entering quantity within the interval
Scenario
Enter a quantity of 2525 kg for 500 boxes (within the defined range).
Outcome
- Quantity successfully registered.
- Inventory reflects 500 boxes with a recorded quantity of 2525 kg.
