Dual Unit of Measure

You can maintain inventory and perform transactions for items in two units of measure. For example, you specify a dual unit of measure for an item that is sold by quantity but purchased by cost or priced by weight. Similarly, a transaction can use a dual unit of measure for which a standard conversion exists. For example, if an item's unit of measure is weight, you can consider a transaction in tons or pounds to be a dual unit of measure. In this case, the dual unit of measure is the unit of measure that is used on item ledger records and item balance records for the dual quantity. The JD Edwards EnterpriseOne Inventory Management system enables a dual unit of measure only for packaged, manufactured end items, not for bulk items.

When you specify a dual unit of measure, the JD Edwards EnterpriseOne Inventory Management system determines whether the item has a variable conversion between the primary unit of measure and secondary unit of measure for all inventory transactions. You must set up the item with the primary unit of measure as the costing unit of measure and the secondary unit of measure as the other unit of measure to track inventory.

These programs enable you to enter either the transaction quantity that is related to primary unit of measure, or the transaction quantity that is related to secondary, dual unit of measure; a standard conversion is used to determine the other quantity:

Purchase Orders (P4310).
Sales Order Entry (P4210).
Manufacturing Work Order Processing (P48013).

You can also enable picking options and set tolerance amounts, as described in this table:

Option	Setup Task
Picking	Picking is the movement of inventory from a warehouse location to satisfy an order. You can specify at the item level whether warehouse suggestions display the primary unit of measure or the dual unit of measure. Picking with dual units of measure also specifies whether the entire quantity has been shipped for a sales order line or whether the line requires splitting. For example, if a sales order for 100 pounds and 10 cases is hard committed, the picking option enables 10 cases that weigh 98 pounds to satisfy the order without creating a line for 2 pounds. Assuming that the tolerances are met and that you are using the picking option, the system would not split the sales order. Picking with dual units of measure affects other areas of the system in these ways: The JD Edwards EnterpriseOne Warehouse Management system uses the secondary quantity for picking a sales order rather than the transaction quantity. The system uses the picking process for a sales order line during availability checking and inventory commitments. The JD Edwards EnterpriseOne Sales Order Management system and the JD Edwards EnterpriseOne Transportation Management system use the picking process to split a dual unit of measure item based upon the transaction quantity or the secondary quantity. The system uses the Dual Picking Process option on the Additional Info. tab in the Item Master program (P4101) to determine which quantity to use.
Tolerance	After you specify a dual unit of measure for an item, you can specify whether the system must check for tolerance amounts during any inventory transaction. Tolerances ensure that when you enter secondary quantities on a transaction that the primary and secondary quantities are within a certain percentage of the standard conversion. For example, if a case of an item weighs approximately 100 pounds and you set the tolerance to 3 percent, the weight must be between 97 and 103 pounds to fall within the tolerance level. The system does not check tolerances when using the Inventory Adjustments (P4114) or the Inventory Issues (P4112) programs.

Option

Setup Task

Picking

Picking is the movement of inventory from a warehouse location to satisfy an order. You can specify at the item level whether warehouse suggestions display the primary unit of measure or the dual unit of measure. Picking with dual units of measure also specifies whether the entire quantity has been shipped for a sales order line or whether the line requires splitting.

For example, if a sales order for 100 pounds and 10 cases is hard committed, the picking option enables 10 cases that weigh 98 pounds to satisfy the order without creating a line for 2 pounds. Assuming that the tolerances are met and that you are using the picking option, the system would not split the sales order.

Picking with dual units of measure affects other areas of the system in these ways:

The JD Edwards EnterpriseOne Warehouse Management system uses the secondary quantity for picking a sales order rather than the transaction quantity.
The system uses the picking process for a sales order line during availability checking and inventory commitments.
The JD Edwards EnterpriseOne Sales Order Management system and the JD Edwards EnterpriseOne Transportation Management system use the picking process to split a dual unit of measure item based upon the transaction quantity or the secondary quantity. The system uses the Dual Picking Process option on the Additional Info. tab in the Item Master program (P4101) to determine which quantity to use.

Tolerance

After you specify a dual unit of measure for an item, you can specify whether the system must check for tolerance amounts during any inventory transaction. Tolerances ensure that when you enter secondary quantities on a transaction that the primary and secondary quantities are within a certain percentage of the standard conversion. For example, if a case of an item weighs approximately 100 pounds and you set the tolerance to 3 percent, the weight must be between 97 and 103 pounds to fall within the tolerance level.

The system does not check tolerances when using the Inventory Adjustments (P4114) or the Inventory Issues (P4112) programs.

The system converts the dual unit of measure using the special handling code. For a dual unit of measure item, the special handling code of the primary and secondary units of measure is different. For similar units of measure, such as ounces, pounds, and tons, the special handling code is the same. For example, weight might have pounds as the dual unit of measure. A dual transaction quantity could be entered for tons. In this case, pounds and tons must have the same special handling code.

The system uses these tables when processing information for dual units of measure:

F4101
F4111
F41021
F4602