Monday, September 5, 2011

Define a Unit of Measure

Responsibility = Purchasing, Vision Operations

Create a Unit of Measure Class

1. Navigate to the Unit of Measure Classes window.

  • (N) Setup > Units of Measure > Classes

2. Select your Inventory Organization.

3. Click the New icon.

4. Enter the following:

  • Name = XXQty

  • Description = XX-Quantity Class

  • Base Unit = XX-Each

  • UOM = XXE

5. Click Save and return to the navigator.

Create Three Units of Measure

6. Navigate to the Units of Measure window.

  • (N) Setup > Units of Measure > Units of Measure

7. Click the New icon.

8. Enter the following:

  • Name = XX-Dozen

  • UOM = XXD

  • Description = XX Dozen UOM

  • Class = XXQty

9. Click Save.

10. Click the New icon.

11. Enter the following:

  • Name = XX-Case

  • UOM = XXC

  • Description = XX Case UOM

  • Class = XXQty

12. Click Save.

13. Click the New icon.

14. Enter the following:

  • Name = XX- Gross

  • UOM = XXG

  • Description = XX Gross UOM

  • Class = XXQty

15. Click Save and return to the navigator.

Create Conversions for Your Units of Measure

16. Navigate to the Unit of Measure Conversion window.

  • (N) Setup > Units of Measure > Conversions

  • (T) Standard

17. Click the New icon.

18. Enter the following:

  • Unit = XX-Dozen

  • Conversion = 12

19. Click Save.

20. Click the New icon.

21. Enter the following:

  • Unit = XX-Case

  • Conversion = 24

22. Click Save.

23. Click the New icon.

24. Enter the following:

  • Unit = XX-Gross

  • Conversion = 144

25. Click Save.

Now you will set up a conversion for an existing item to your newly created unit of measure.

26. Change to the Inter-class tab.

  • (T) Inter-class

27. Click the New icon.

28. Enter the following:

  • Item = AS18947

  • Base Unit = XX-Each

  • Conversion = 2

29. Click Save and return to the navigator.

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