1. Implementing Dual Unit of Measure for Inventory in JDE
Case Study – JDE#103070
Simeon Indupalli (Domtar)
Mark Thornton (GSI)
@DomtarEveryday #INFOCUS

2. About the Speakers
Simeon Indupalli
Sr. Functional Analyst (Domtar)
Mark Thornton
Sr. Functional Consultant (GSI)
25+ Years Experience

3. DOMTAR OVERVIEW – WOOD FIBER BASED COMPANY
Communication papers
Business, commercial print and publishing papers
~50%
Decline
Market Pulp
Manufacturer of paper grade,
fluff and specialty pulp
~20%
Growth
Personal care
~20%
Growth
Marketer and producer of broad line of absorbent hygiene products
Growth
Specialty papers
~10%
Leading manufacturer of premium technical and specialty papers

4. DOMTAR – PULP AND PAPER LINE OF BUSINESS
Largest manufacturer of uncoated freesheet in North America
Leading global producer of softwood and fluff pulp
Low-cost, flexible manufacturing asset base
13 pulp and paper mills
Converting & distribution network across US/Canada
East Region

5. What is a standard conversion?
Dozen Eggs = 12 EA
Ream of EarthChoice = 500 Sheets

6. Standard vs Non-Standard
Priced per bottle
Not sold by weight
1 bag of apples ~ 5 lb. Or
5 lb. apples ~ 12 apples

7. JD Edwards Dual UOM is the Solution!
“Separate item quantities that has no fixed/standard conversion”
Example - Track the units of an item AND the actual weight. I
Dual UOM
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master

8. Our Story – Paper Industry
Sold as per ream, though weight fluctuates
Sold per Roll/Pound/Lineal Feet

9. Above three parameters results each Roll weight differently.
Paper Manufacturing – Rolls
Length
Tightness
Diameter
Above three parameters results each Roll weight differently.

10. This is how we do business!
Roll
Shipped
Weight
(930 LB)
Length
(43,200) WR
Roll
Theoretical
Weight
(992 LB)
Length
(43,700) WR
Same base item sold in multiple units of measure, in order to satisfy
customer requirements with pricing and invoicing

11. Before Dual UOM
Same exact item duplicated into multiple items the way we sell it.
Item maintenance issues within JDE and other integrated systems
Finance reporting couldn’t report in actuals for RL, LF items. RL LB LF

12. JDE Dual UOM - RL LB LF RL/LB
Primary/
Secondary
1000 Items
RL/LB
Dual UOM Items 1000 RL LB LF RL LB ??
Dual UOM enabled us to create Hybrid Items. These items can be purchased, stocked and sold in either units of measure.

13. Creating new Dual Items
Domtar’s Implementation
INV
Old LB Items
Creating new Dual Items
Inventory Adjstmnts PO
Inbound ASN
Direct Ship SO
Inbound Receipts
Sales
Original Qty
Original UOM
Pricing
Price by Roll/LB
Advanced Pref.
Customer Groups
Item Groups WH
Pick Slips
Transfer Scripts
Adjustment Scripts
MFG
Bill of Materials
WO Completion

14. Our Workarounds INV WH EDI OE
LF Items have to be separate since Dual UOM can not handle 3rd variable UOM. WH
Transfers
Reclasses
EDI
Inbound ASNs
Drop Ships OE
Original Order Qty
Item Weight I
Dual UOM
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master

15. The Immediate Benefits
Able to take orders, price and invoice as customers desired.
We met finance requirement with reporting actual weights.
System reflecting actual weight across different modules.

16. Other ERP Systems do not have this feature
A Wish List!
Other ERP Systems do not have this feature
How to accommodate a 3 variable UOM?
Inventory Transfers, Reclasses, Order Entry still need refinement.
Pricing formulas should include secondary UOM.

17. Acknowledgements Quest User Groups Oracle
GSI for their valuable support and expertise during our upgrade project.

18. Questions

19. Appendix

20. Dual UOM Impact - Sales Orders
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
Sales
Order Entry
**Original Order Qty
**Original Order UOM

21. Dual UOM Impact - Sales Orders
Order Entry Challenges

22. Dual UOM Impact - Procurement
Receipt Routing
**Update incoming receipts with actual weights
Sales
Procurement I
Warehousing
Item Master
EDI
Dual UOM
Pricing
Inventory
Manufacturing
Invoicing

23. Dual UOM Impact - Procurement
Receipt Routing

24. EDI Dual UOM Impact - EDI Inbound ASNs - PO Receipts - Direct Ship SO
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
EDI
Inbound ASNs
- PO Receipts
- Direct Ship SO

25. Inventory Dual UOM Impact - Inventory Procurement
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
Inventory
Obsoleted 1200 LB Items – Created New RL/LB Items
Adjusted the actual weight out and adjusted back into new RL/LB items

26. Invoicing Dual UOM Impact - Invoicing
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
Invoicing
Print Actual Weight on all invoices

27. Dual UOM Impact - Manufacturing
Warehousing
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
Manufacturing
Complete products into stock with actual weight

28. Pricing Dual UOM Impact - Pricing Procurement Warehousing EDI
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master
Pricing
Setup UOM advance price preference
RL/CW
Assign default pricing UOM by customer group
Update Item Weight with actual weight from secondary Qty

29. Dual UOM Impact - Pricing
Advance Preference Setup for Item & Customer Groups

30. Dual UOM Impact - Pricing
Default pricing UOM by Customer

31. Dual UOM Impact – Warehousing/RF
Sales
Procurement
Pricing
EDI
Inventory
Manufacturing
Invoicing
Item Master RF
Transfer, Reclass Scripts
Receipts Scripts
Warehousing
Transfers, reclass
Print suggested roll weight on pick slip

32. References
Pictures – Courtesy of gettyimages, visit to Domtar Paper Mill.
Dual UOM References