Working with Unit of Measure Conversions (WUMC)
Purpose: Use this option to add or maintain unit of measure conversions between your selling Unit of measure and the vendor's unit of measure.
This table is used in Maintaining Purchase Orders (MPOE) and Purchase Order Receipts.
Conversion requirements: In order for costs to be calculated and printed correctly on the Purchase Order, you need to set up conversions:
• from the vendor’s unit of measure to your unit of measure, and
• from your unit of measure to the vendor’s unit of measure
Example: |
You sell an item in single units (“eaches”), but buy them from the vendor in dozens. Set up: • Conversion from dozens to eaches: - factor for dozens = 1 - factor for eaches = 12 • Conversion from eaches to dozens: - factor for eaches = 12 - factor for dozens = 12 |
Note: You must define units of measure before creating Unit of Measure Conversions. See Working with Units of Measure (WUOM). In addition, your items should have units of measure in the Item table and in the Vendor/Item table; see Working with Vendor Items (WVNI).
In this chapter:
• Work with Unit of Measure Conversions Screen
• Create Unit of Measure Conversion Screen
Work with Unit of Measure Conversions Screen
How to display this screen: Enter WUMC in the Fast Path field at the top of any menu or select Work with Unit of Measure from a menu.
Field |
Description |
From (Unit of measure) |
A code that represents the starting Unit of measure for conversion. Alphanumeric, 3 positions; optional. |
Unit of measure |
The description of the “from” unit of measure code. Alphanumeric, 30 positions; optional. |
To (Unit of measure) |
A code that represents the destination Unit of measure for conversion. Alphanumeric, 3 positions; optional. |
Unit of measure |
The description of the “to” unit of measure code. Alphanumeric, 30 positions; optional. |
Screen Option |
Procedure |
Create unit of measure conversion |
Select Create to advance to the Create Unit of Measure Conversion Screen. |
Change unit of measure conversion |
Select Change for a unit of measure conversion to advance to the Change Unit of Measure Conversion Screen. At the Change screen you can change any information except the from and to codes and the conversion rate. See Create Unit of Measure Conversion Screen for field descriptions. |
Delete unit of measure conversion |
Select Delete for a unit of measure conversion to delete it. |
Display unit of measure conversion |
Select Display for a unit of measure conversion to advance to the Display Unit of Measure Conversion Screen. You cannot change any information on this screen. See Create Unit of Measure Conversion Screen for field descriptions. |
Create Unit of Measure Conversion Screen
To create: At the Work with Unit of Measure Conversions Screen, select Create to display the Create Unit of Measure Conversion screen.
Note: You must define units of measure before creating Unit of Measure Conversions. See Working with Units of Measure (WUOM). In addition, your items should have units of measure in the Item table and in the Vendor/Item table; see Working with Vendor Items (WVNI).
Field |
Description |
From unit of measure |
The Unit of measure code to convert from (e.g., EA = each). Validated against the Unit of Measure table; see Working with Units of Measure (WUOM). Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
The number by which you multiply the From unit of measure to calculate the total quantity of the To unit of measure. (From factor) X (From unit of measure) = (To factor) X (To unit of measure). In other words: 2 EACHES = 1 PAIR 12 EACHES = 1 DOZEN 1 PAIR = 2 EACHES 1 DOZEN = 12 EACHES Numeric, 7 positions with a 2-place decimal; required. |
|
To unit of measure |
The Unit of measure to convert to (e.g., C24 = case of 24). Validated against the Unit of Measure table. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
To factor |
The number of the To unit of measure that equals the total quantity of the From unit of measure. See From factor. Numeric, 7 positions with a 2-place decimal; required. |
Round |
Specifies whether the system should round to the nearest value or truncate (cut off additional numbers from the end of the value). Selected = The system round up or down to the nearest value. For example, if the conversion ends up with 1.6 units, the system rounds up to 2 units. Unselected = The system truncates. For example, if the conversion ends up with 1.6 units, the system truncates to 1 unit. |
Conversion rate |
The conversion rate for the unit of measure. The system calculates the conversion rate automatically, using the factors. The conversion rate is calculated by taking the To factor divided by the From factor. Otherwise, select Enter Factor/Rate to enter an actual conversion rate, instead of supplying the factor information. Example: If the From unit of measure was EA for each and the To unit of measure was C24 for case of 24, the From factor would be 24, the To factor would be 1, and the calculated conversion rate would be 1/24, or 0.0416667. Numeric, 12 positions with 7-place decimal; required, or system-calculated. |
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WUMC OROMS 17.0 2018 OTN