Units of Measure |
The Units of Measure screen enables you to define units of measure for stock parts and specify conversion factors between units of measure. The latter applies only to stock parts ordered and received through Enterprise Purchasing (EP).
Tip: If you are using Enterprise Purchasing, the unit of measure conversions specified on this screen are used as the purchase issue factor for stock parts. If you are not using Enterprise Purchasing, the information provided on the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen is used.
In Enterprise Purchasing, you can record different units of measure for purchase orders and receipts and they will be automatically converted to the part location's issue units upon receipt. In other words, you can order parts in large quantities and track them in smaller units at each location that uses the part.
For example, you buy a part that comes 24 to the case, so receiving 1 case of parts means that there are 24 parts on hand. The EP Purchase Orders and Receipts screens use the applicable conversion factor listed on this screen to automatically convert that 1 case to 24 parts. In order for the conversion to occur, each unit of measure listed on the EP Purchase Orders and Receipts screens must be associated with the unit of measure at the parts location.
Tip: Before you start managing parts BY ENTERPRISE, you need to set up conversion factors for each purchase/issue factor that you use. For example, your parts come in boxes of 10, 12, and 20. You would use this screen to define BX10, BX12, and BX20, specifying EACH as the unit of measure. You would then enter all the "BXs" you defined in the Conversions between this unit of measure and others screen group.
Detail View Header
The field in the top section of the tab defines the data that displays.
Unit of measure
Identifier of the base unit of measure selected in the grid or that you are defining. Specifies the units (e.g., pounds, liters, foot, each) in which the part is stored or issued. Can also be used to receive parts. This field has a list box. If the unit of measure already exists, its description displays to the right of this field. This field is required.
Tip: You are encouraged to use the default unit of measure for your parts location. In most cases, this is each (EA).
Detail View
The field and screen group in the bottom section of the tab enable you to describe the base unit of measure and specify the conversion factor for each purchasing and receiving unit of measure. All fields are optional.
Description
Text field in which you can type a description of the base unit of measure. The maximum field length is 30 characters.
Conversions between this unit of measure and others Group Data Table
Note: The software uses the information provided in the screen group only if you are using Enterprise Purchasing.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Note: A unit of measure may be deleted or modified only if it is associated with a line item that has a CLOSED status.
Unit of measure
Unit of measure (e.g., box, case, gallon) in which the part is ordered or received. Must be different from the unit of measure in the shared window. This field has a list box.
Factor
Ratio between the base unit of measure and the order/receipt unit of measure. Must be greater than zero if entered. The default is 1.00, but you can enter smaller factors (e.g., .25). The maximum field length is 14 characters (seven characters before the decimal, and 6 characters after the decimal).
Example: If there are 10 parts in a box, you would specify EA as the unit of measure in the shared window, BOX as the unit of measure in the screen group, and 10 as the factor. When the factor is 10, an order quantity of 1 box converts to 10 units of the part.
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See Also