24 Unit of Measure (UOM)

Note: If you do not see the UOM node under System Settings, modify the Administrator privilege so that the Applied To list includes UOM.

The UOM node enables you to define different units of measure for use in Agile PLM. Units of measure are important for Product Governance & Compliance (PG&C), where you must measure the weight or quantity of restricted substances contained in your products.

You can define a new measure, and then specify the units used for that measure. You can also specify units of measure for any existing measure defined in your Agile PLM system. For example, the Dram unit of measure could be added to the Weight measure. In avoirdupois weights, 16 drams equal 1 ounce.

Each measure has a standard unit. All unit of measure values are normalized to the standard unit using a conversion factor. If you define a new unit of measure, you must specify the conversion factor relative to the standard unit. For example, if the standard unit of the Weight measure is Gram, the conversion factor for Ounce is 31.1034.

24.1 Creating Categories of Measure and Units of Measure

The following tasks describe how to create a new category of measure and new units of measure.

To create a new category of measure:

1. Under System Settings, double-click UOM. The Measures window opens.

2. Click the New button. The Create a New Measure dialog box appears, referring to a new category of measure, just as Weight and Quantity really are kinds or categories of measurement.

3. Enter the Name, API Name, Description, and Range Match Factor for your new category of measure.

   The Range Match Factor expands the range of search results for a particular unit of measure that you search for. Its purpose is to adjust for inexact conversions to the standard unit for a measure.

4. Click OK.

To create a new unit of measure:

1. Under System Settings, double-click UOM. The Measures window opens.

2. Double-click a category of measure in which your new UOM belongs. The Measure: <Name> window appears.

3. Click the UOM tab.

4. Click the New button. The Create a New Unit of Measure dialog box appears.

5. Enter values for fields described in the following table. When you have finished click OK.

Table 24-1 Unit of Measure attributes

Unit of Measure Attribute	Description
Name	Name of the unit of measure.
API Name	Unique systemwide identifier for objects and can be autogenerated. You can specify an API name, but internal consistency is enhanced by accepting the system-generated name.
Abbreviation	Standard abbreviation for the unit of measure.
Conversion Factor	Factor used to convert values to the standard unit. (See "Is Standard" description.)
Is Exact Conversion	Select Yes if the specified conversion is exact.
Is Standard	Select Yes if the unit is the standard for your company. Only one unit of measure can be the standard. The first UOM that you create in a new category of measure must be the standard, whose conversion factor must be 1. All subsequent unit of measure values are normalized to the standard unit using the specified conversion factor. Note: Once a unit of measure is set as a standard and compliance related data is created in Agile, it is recommended to not change the standard UOM. Changing the UOM will affect searches and compliance calculations.
Enabled	Whether the unit of measure is enabled. Only enabled units of measure appear to the end-users of Agile PLM clients.