Manage Catchweight on Purchase Documents

Catchweight on Purchase Documents

Catchweight will work together with Over-receipt module from Business Essential extension to allow Over-Receipt on Purchase side, together with the related warehouse activities: Inventory Put-Away, Warehouse Receipt and Warehouse Put-Away. For more informations on this function, please check the Business Essentials documentation.

Purchase Quote

On Purchase Line, two fields are added:

“Handling Quantity” - quantity necessary (in Unit of Measure defined on the “Handling UoM”) - to be filled by the user;
“Handling UoM”- automatically filled with the Unit of Measure defined on “Purchase Handling UoM” on Item Card.

When creating a Purchase Quote with Catchweight Item:

Unit of Measure Code = Purchase Unit of Measure (Item card) – non editable field.

Handling UoM = Purchase Handling UoM (Item card).

It’s possible to fill the Quantity in two ways:

Fill the “Handling Quantity” field - automatically the conversion to the “Quantity” field will be made (based on the Normative conversion);
Fill the “Quantity” field with the intended quantity;

It’s only possible to fill the Quantity field for Catchweight Items if the Handling Quantity has a value. If 0 or empty, the “Quantity” field is non editable.

When filling the “Quantity” field, system will check if conversion ratio matches the accepted tolerance defined on item card. If not,an error message appears:

When a Purchase Quote is converted into a Purchase Order or Archived, the Quantity (in Handling UoM) and the Handling UoM will be inherited in the following documents.

On Purchase Quote:

On Purchase Order:

Purchase Orders

Same information described for Purchase Quotes is applicable for Purchase Orders.

When filling/updating the fields “Qty to Receive”, a conversion check should be executed based on the ratio Qty to Receive / Handling Quantity (Handling UoM). This would result in two situations:

If the quantity is not within Item Catchweight Tolerance, an error message will appear:

It’s necessary a line adjustment to cope with Weight Tolerance.

If the quantity is within Weight Tolerance, the line is validated, and the Purchase Receipt posted.

Once the document is posted, if the Quantity Received is over the ordered quantity (within the tolerance), then the Quantity field is updated.

Blanket Purchase Orders

Same information described for Purchase Quotes is applicable for Blanket Purchase Orders.

Purchase Invoice

Same information described for Purchase Order is applicable for Purchase Invoices.

Purchase Credit Memo

Same information described for Purchase Order is applicable for Purchase Credit Memos.

Purchase Return Order

Same information described for Sales Quotes is applicable for Purchase Return Orders. Please review the Sales Quotes for further information.

Recurring Purchase Lines

On standard table “Recurring Purchase Lines”, fields “Handling Quantity” and “Handling UoM” are added:

The rules for filling these fields on Purchase Lines are also applied on Recurring Sales Lines.

Copy Purchase Documents

When using the action “Copy Document” on Purchase Documents, the fields “Handling Quantity” and “Handling UoM” from the selected document are inherited on the New Purchase document line.

This applies for all the following documents:

Last updated on Jan 29, 2024