[Beverage Manufacturing] Customer and Item Master Data Setup | ORCA MES Case Study
Industry use case · Written by the ORCA Product Team
Beverage manufacturers face mismatched customer and item codes in sales administration. Organizing partner and item master data in ORCA MES makes the names and codes to use easier to review. Concentrates, containers, and labels that vary by volume and product group can also be classified by category and base unit.
Key Answers
- Reviewing partner type and active status together makes it easier to identify the customers to use.
- Concentrates, additives, containers, and labels can be found through parent and child categories.
- Item types and base units used for BOM and inventory can be reviewed before saving.
Previous Workflow Challenges
This beverage manufacturer used different standards for partner and item codes, requiring additional checks before order entry. It was difficult to determine which name and code to select for the same customer.
Concentrates, additives, containers, labels, and boxes varied by volume, making their classification locations difficult to find. Standards were also needed to distinguish existing items from new ones when packaging materials changed.
Without organized item types and base units, it was difficult to review the standards used for BOM and inventory work.
ORCA Application
Set Up Partner Standards
The manager registers customer information in Partner Management under Master Data Management. After saving, they confirm that the partner type and active status are reflected as intended.
Organize Item Categories
The manager classifies raw materials, auxiliary materials, semi-finished goods, and finished goods by product group and volume. Selecting a parent category allows the required child categories to be created.
Register and Verify Items
The manager sets item type and base unit, then registers concentrates, additives, and packaging materials. They search by item code or name and review the information on a PC, tablet, or mobile device.
Before and After Comparison
| Workflow | Before | After ORCA |
|---|---|---|
| Partner Review | Names and code standards were reviewed separately. | Partner type and active status can be reviewed in the list and details screens. |
| Item Classification | Classification locations for concentrates and packaging materials were difficult to find. | Parent and child categories can distinguish where items should be registered. |
| Registration Results | Standards were needed to review item registration results again. | Registration results can be reviewed by searching for the item code or item name. |
Functional Scope
ORCA allows managers to register and edit partner and item master data directly and review saved results. The organized information can serve as a reference for checking names and codes before order entry.
Automatic code generation can be enabled or disabled for partner and item codes. When automatic generation is disabled, the manager enters the code manually.
Item types and base units are used in subsequent BOM and inventory work. Deletion may be restricted for partners already used in production, purchasing, or inbound and outbound operations.
Frequently Asked Questions
- Where can partners be registered and edited?
- Register them in Partner Management under Master Data Management. To edit a partner, save the changes in the partner details screen.
- Can concentrates and packaging materials be divided into detailed categories?
- Yes. Select a parent category to create child categories and further classify items.
- How can item registration results be reviewed?
- After registration, search by item code or item name to review the result.
- Which devices support ORCA?
- ORCA can be used on PCs, tablets, and mobile devices.