22 Set Up Standard Unit of Measure Conversions for Bulk Items

This chapter contains these topics:

22.1 About Standard Unit of Measure Conversions

You must set up the unit of measure conversions that will apply to each item. Setting up standard unit of measure conversions allows you to enter items in different units of measure. The system converts them to one standard unit of measure to accurately account for inventory.

For bulk products, standard unit of measure conversions allow the system to calculate standard volume.

See Also:

22.2 Setting Up Standard Conversions for Bulk Items

Navigation

From Inventory Management (G41), enter 29

From Inventory System Setup (G4141), choose Standard Units of Measure

You set up standard unit of measure conversions for conversions that are constant. For example, if 100 centimeters always equals 1 meter, you set this up as a standard unit of measure conversion.

To set up conversions, define all common volume-to-volume and weight-to-weight conversions that your company needs for bulk item transactions. You can also set up volume-to-weight conversions for bulk items.

Whenever a conversion is needed for recording a transaction, the system uses standard unit of measure conversions if it is unable to find item-specific conversions. The system stores standard conversions in the Unit of Measure Conversion Factors - Standard table (F41003).

The system processes transactions according to the following hierarchy of conversion factors:

Figure 22-1 Conversion Factor Hierarchy for Processing Transactions

Description of Figure 22-1 follows
Description of "Figure 22-1 Conversion Factor Hierarchy for Processing Transactions"

No special logic in the program keeps you from creating conflicting conversion factors, so use care when setting them up.

You can set up an unlimited number of conversion factors. However, you must set up conversion factors that calculate each unit of measure back to the primary unit of measure, for example, from pallets, to cartons, to boxes, to eaches.

The following is an example of valid conversions:

  • 1 BX = 2 EA

  • 1 CR = 2 BX

  • 1 PL = 2 CR

See Also:

To set up standard conversions for bulk items

On Standard Units of Measure

Figure 22-2 Standard Units of Measure screen

Description of Figure 22-2 follows
Description of "Figure 22-2 Standard Units of Measure screen"

Complete the following required fields:

  • Unit of Measure

  • Quantity

  • Unit of Measure

Field Explanation
UM A user defined code (system 00/type UM) that identifies the unit of measurement for an amount or quantity. For example, it can represent a barrel, box, cubic yard, gallon, an hour, and so on.

Form-specific information

Enter the unit of measure for which you will set up a conversion factor, and the unit of measure that the quantity represents.
Quantity The factor that the system uses to convert one unit of measure to another unit of measure.

Form-specific information

Enter the conversion factor, or numeric quantity. The system uses the conversion factor during various inventory transactions to convert the previous unit of measure to another unit of measure. The system stores all conversion factors in a table for automatic conversion under program control.

22.2.1 What You Should Know About

Topic Description
Setting up volume-to-weight conversions To perform volume-to-weight conversions for bulk items:

  • Set up conversion factors from cubic meters to all other units of measure used for volume calculations. You must use M3 for cubic meters.

  • Set up a unit of measure conversion from kilograms to all other units of measure used for weight calculations. You must use KG for kilograms.
Deleting a conversion factor To delete a conversion factor, use the C action code and clear the complete line you want to delete. Using a D action code clears the entire table.