Working with UOM on Fulfillment Transaction Requests

The fulfillment engine enables you to ship orders in one fulfillment request, skipping many steps in the multistep fulfillment process. In the process of completing the picking and shipping steps in the background, the fulfillment engine must choose the proper UOM for each task. The system must also convert between the different UOMs. The fulfillment engine works with these UOMs:

  • Entered UOM: The UOM that you entered on the transaction request.

  • Ordering UOM: The UOM entered on the material stock order or sales order line.

  • Stocking UOM: The UOM used to stock the item in the PeopleSoft Inventory business unit.

    The system uses this UOM to pick stock when shipping from an unfulfilled or releasable status. If sufficient stock is not found for the stocking UOM at the designated storage location, then the transaction is set to error status unless the negative inventory feature is enabled. If shipping from a confirmed status, then the stocking UOM is used to reference a previously picked quantity when short shipping a demand line. In this case, if the quantity is not found in the stocking UOM, then the transaction is rejected.

  • Shipping UOM: The UOM used to ship stock.

  • Standard UOM: The base UOM established for the item ID on the Define Item - General: Common page.

When working with these different units of measure, the system uses the conversion rates entered on the Units of Measure page for the item.

Level on Request

UOM Rules

Group

When working with group level information, the quantity and UOM fields are not entered on the transaction. In this case, the quantity and UOM on the demand lines within the group are converted to the stocking UOM for picking purposes.

Detail

You can enter any valid UOM for the item. The quantity associated with this UOM is converted to the stocking UOM for picking. If you leave the UOM field blank, then the system uses the standard UOM for the item.

LLS

You can enter any valid UOM for the item. The quantity associated with this UOM is converted to the stocking UOM for picking. If you leave the UOM field blank, then the system uses the standard UOM.

The unit of measure (UOM) used to pick the stock from a storage location is determined by taking the entered UOM and converting it to a stocking UOM based on the item's setting on the UOM Conversion Flag field in the Define Business Unit Item - Inventory: Shipping/Handling page. The options are:

  • Convert to Default Stock UOM: Converts the entered UOM on the transaction request to the default stocking UOM for the item.

  • Convert to Standard UOM: Converts the entered UOM on the transaction request to the item's standard UOM.

  • Use Entered UOM: Picks stock using the entered UOM on the transaction request.

There is one exception: the UOM Conversion Flag field is not used when dealing with fixed picking bins. When picking from fixed picking bins, the system always uses the default UOM established for the fixed picking bin.

The shipping UOM is always the ordering UOM, unless the ordering UOM is not a valid shipping UOM. In this case, the shipping UOM is set to the standard UOM.