Using Units of Measure

This table illustrates which units of measure are used by PeopleSoft Inventory transaction pages.

Page Valid Unit of Measure

Material Stock Request.

Ordering

Picking Feedback.

Stocking

Shipping/Issues.

Shipping

InterUnit and RMA Receiving.

Stocking

Express Putaway.

Stocking

Stockroom Feedback.

Stocking

Adjustments.

Stocking

Transfers.

Stocking

Container Management.

Stocking

Packing.

Shipping

Physical Accounting.

Stocking

Using UOMs with Electronic Data Collection Systems

The UOM Conversion Flag (unit of measure conversion flag), available on the Installation Options - Inventory page, the Inventory Options page, and the Define Item - Inventory: Shipping/Handling page, enables you to indicate how the electronic data collection system should handle UOMs. The option that you select on Installation Options page is used as the default option at the SetID level and can be overridden on Inventory Options; the selection that you make on Inventory Options is used as the default option at the business unit level and can be overridden on the Define Business Unit Item - Inventory: Shipping/Handling page. The electronic data collection transactions that run in the background use the settings on this final page.

You can set the conversion flag to process transactions in one of three ways:

  • If you select Convert to Standard UOM (convert to the standard unit of measure), the system converts the UOM on incoming transactions to the item's standard UOM.

    This enables you to stock all of the inventory in the standard UOM and perform material movement transactions by using any valid UOM for the item.

  • If you select Convert to Default Stock UOM (convert to the default stocking unit of measure), the system converts the UOM on incoming transactions to the default stocking UOM.

  • If you select Use Entered UOM, the system processes transactions by using whatever UOM the user enters.

These transactions do not use the conversion flag in the standard manner:

  • The shipping container and shipping serial transactions accept only the shipping UOM.

    After verifying that the entered UOM is valid for shipping, the system processes the transaction by using that UOM.

  • The interunit and purchase order receiving transactions use a receiving UOM rather than a putaway UOM and therefore accept any valid UOM for the item.

    For these transactions, the system receives the item in the entered UOM, then stocks it in the default stocking UOM.

  • Both the PeopleSoft Inventory and the Production Management picking feedback transactions take the original stocking UOM into account.

    If the original stocking UOM is identified on the incoming transaction, the system automatically converts the picking UOM to the original stocking UOM; if the original stocking UOM is not identified, the system selects the conversion flag and uses it accordingly.

  • The shipping notification transaction both picks and ships stock.

    When picking, the system selects the conversion flag to determine which UOM to use; when shipping, it uses only the ordering UOM.

This table shows which UOMs are valid for each transaction type and each setting of the conversion flag.

Transaction Use the Entered UOM Convert to the Standard UOM Convert to Default Stocking UOM

Picking.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Shipping Containers.

Shipping.

Shipping.

Shipping.

Putaway.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Transfers.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Adjustments.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Interunit Receipts.

Any valid UOM for the item.

Any valid UOM for the item.

Any valid UOM for the item.

Shipping Notification.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Purchase Order Receiving.

Any valid UOM for the item.

Any valid UOM for the item.

Any valid UOM for the item.

Kit Issues/Returns.

Standard.

Any valid UOM for the item.

Any valid UOM for the item.

Completions.

Standard.

Any valid UOM for the item.

Any valid UOM for the item.

Production Picking.

Stocking.

Any valid UOM for the item.

Any valid UOM for the item.

Examples: How to Use UOMs

These examples illustrate the concepts that are discussed in Understanding Item Unit of Measure. These examples do not encompass all possibilities for each transaction; they are designed to display how the different UOMs for an item can be used in PeopleSoft Inventory.

Using a Single Stocking UOM with Multiple Ordering and Shipping UOMs

For this example, assume that item MOD900 (a modem) has these UOMs and conversion rates:

UOM Standard UOM Supplier UOM Stocking UOM Ordering UOM Shipping UOM

Each (EA)

1 EA

 

1 EA

 

1 EA

Case (CS)

 

100 EA

 

25 EA

25 EA

Pallet (PL)

 

 

 

 

100 EA

Receiving Transaction

You receive 10 CS of MOD900 using the supplier UOM of CS. This is different from the shipping UOM of CS: the supplier UOM of CS is 100 EA and the shipping UOM of CS is 25 EA.

Putaway Transaction

You put away 1,000 EA of MOD900 in Bin A using the standard UOM, the only valid stocking UOM for this item.

If you use an electronic data collection system, and you have selected the UOM Conversion Flag to convert the entered UOM to the standard UOM, you can also put away 40 CS or 10 PL. In either case, the system converts this quantity to the standard UOM of EA.

Transfer Transaction

You then transfer 50 EA of MOD900 from Bin A to Bin C using the stocking UOM.

If you use an electronic data collection system, and you select the UOM Conversion Flag to convert the entered UOM to the standard UOM, you can also transfer 2 CS or 0.5 PL from Bin A to Bin C. In either case, the system converts the quantity to the standard UOM of EA.

Material Stock Request Transaction

You enter a customer sales order for 8 CS of MOD900. You can also enter the quantity in the standard UOM (200 EA)—the system automatically converts this quantity to the ordering UOM (CS, in this example).

Picking Transaction

You pick 8 CS of MOD900 from Bin A. The Picking Feedback transaction automatically converts the 8 CS to a quantity of 200 EA. You can pick using the stocking, ordering, or standard UOM.

If you use an electronic data collection system and you have selected the UOM Conversion Flag to convert the entered UOM to the standard UOM, you can also pick in CS and the system automatically converts the quantity to EA.

Shipping/Issues Transaction

You ship 8 CS of MOD900 to the customer. You can also choose to ship 2 PL.

If you use the shipping containers electronic data transaction, you can ship in EA, CS, or PL, as these are all valid shipping UOMs for the item.

Using Multiple Stocking UOMs

For this example, assume that item COT100 (a cotton ball) has these UOMs and conversion rates:

Unit of Measure Standard UOM Stocking UOM

Each (EA)

1 EA

1 EA

Box (BX)

 

100 EA

Case (CS)

 

550 EA

In the hospital supply room, you issue cotton balls by the box of 100 cotton balls and by the case of 550 cotton balls. Boxes are issued to nurses' stations and cases are issued to departments.

The cotton balls are stocked separately in boxes of 100 or in cases of 550. You receive a shipment of cotton balls and put away 5 BX and 10 CS.

Someone comes to the supply room and requests 5 BX of cotton balls for the nurse's station in the department. When you issue the 5 BX, you are left with no boxes and 10 cases of COT100.

Someone else requests 2 boxes of COT100; you tell them you are out until the next shipment. You would not issue 100 EA out of a CS because you do not want to break the case.

Another department requests 3 cases of cotton balls. When you give them the 3 CS, you are left with no BX and 7 CS.