Assign Units of Measure to Items
Overview
If your company selected the I/C processing option "Only Use Defined UOM" in the I/C Options form, you can only assign units of measure to items that have already been defined. This means that adding a new unit of measure may involve two steps:
Step 1: If necessary, add a new unit of measure and conversion factor using the Units of Measure Setup form.
Step 2: Use the Items form or the Items Wizard to assign the unit of measure to inventory items.
Before
you start
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Print the Unit of Measure report to see which units have already been defined for your company.
Double-click the Units of Measure icon in the Setup Reports folder to open the report form. You can also view the units of measure by opening the Units of Measure form in the Setup folder.
To add units of measure to Inventory Control:
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Open Inventory Control > I/C Setup > Units of Measure.
Click here for help on Units of Measure fields.
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Press the Insert key to start a new line, and then fill in the fields as follows:
Unit of Measure. Use up to ten characters to identify the unit of measure. (For example, "each," "crate," "pallet," etc.
Default Conversion Factor. Enter the factor for converting this unit to the item stocking unit.
For example, if “each” is a stocking unit of measure (with a conversion factor of 1), the conversion factor for “dozen” would be 12.
Note: Your inventory system can have more than 1 stocking unit with a conversion factor of "1." See the Units of Measure form for more information.
-
Click the Close button.
To add units of measure to an item record:
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Open Inventory Control > I/C Items and Price Lists > Items.
Click here for help on Items fields.
Or
Open Inventory Control > I/C Items and Price Lists > Items Wizard.
Click here for help on Items Wizard fields.
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If adding a new item, see Add Inventory Items.
If adding a unit of measure for an existing item:
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If using the Items Wizard:
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Click the Next button to move to the data first entry Wizard page.
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Enter the item number or select the item number from the Finder.
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Click the Next button again to move to the page containing units of measure.
If using the I/C Items form:
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Enter the item number or select the item number from the Finder.
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Click Units tab to move to the page containing units of measure.
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Click a line in the Units of Measure grid, and press the Insert key to start a new line.
Unit of Measure. Click the Finder in the column heading to select from the list of all units of measure defined for Inventory Control.
If you allow undefined units of measure, you can enter the UOM and tab directly to the conversion factor column.
Conversion Factor. If necessary, change the default factor for converting this unit to the item stocking unit.
Stocking Unit of Measure. If you are adding the stocking unit of measure, note the following points:
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The conversion unit must be "1."
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If another item is currently selected as the stocking unit of measure, you must double-click that item in the Stocking UOM column to set it to "No" before you can set the new UOM to "Yes."
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Click the Save button at the bottom of the form.
If using the Items Wizard, you will have to click the Next button until the Done button appears, and then click Done to save the changes.
After
adding or changing units of measure
-
Print the Item Status report, including the Units of Measure to check that you changed all items properly.