Harvest - Catch Weight Sales & Purchasing – End User Guide

Harvest - Catch Weight Sales & Purchasing – End User Guide

Advanced UoM Purchase Handling – End User Guide

Purpose

The Advanced Unit of Measure (UoM) Purchase Handling feature allows companies to order products in one unit of measure—typically a case—while receiving and invoicing them in another unit, such as pounds (LB) or kilograms (KG). This supports industries where products vary in weight and helps align purchase orders with vendor invoicing practices.

New Field Introduction

This feature introduces several new or updated fields on the Item Card and Purchase Order Line:

Field NameLocationDescription
Order UoMItem CardDefines the default unit used for purchase orders (e.g., Case, Pallet). Previously called Purchasing UoM.
Order UoMPurchase LineAutomatically flows in from the Item Card.
Order QtyPurchase LineQuantity ordered in the new ordering UoM.
Order Price Excl. TaxPurchase LineAuto-calculated as: Direct Unit Cost Excl. Tax × Qty per UoM on the Order UoM.

Step-by-Step Guide

Step 1: Set Up the Item

  1. Navigate to the Item Card.

  2. Fill in the following field:

    • Order UoM (e.g., Case)

  3. Ensure correct UoM Conversions are configured, such as:

    • 1 Case = 24 LB

⚠️ Note: Incorrect or missing UoM conversions can result in processing errors or inaccurate quantities.

Step 2: Create a Purchase Order

  1. Go to Purchase Orders.

  2. Create a new PO and add your item.

  3. The Order UoM will default onto the line.

  4. Enter the Order Qty (e.g., 10 Cases).

  5. The system will automatically calculate the Base Quantity and Direct Unit Cost.

Step 3: Invoice the PO

  • After the item has been received, the Accounts Payable (AP) team can update the invoice price based on the Order UoM.

Common Use Cases

ItemOrder UoMReceiving/Invoice UoMExample
Chicken BreastCaseLB1 Case = 12.4–13.2 LB
Olive OilPalletKG1 Pallet = 960 KG
CheeseBoxLB1 Box = 10 LB

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