1. Implementing Order Management
  2. Set Up Units of Measure

Set Up Units of Measure

Use guidelines to help you set up the units of measure that you use in Oracle Order Management.

  • Set the Primary Unit of Measure attribute and the Secondary Unit of Measure attribute when you create the item in the Product Information Management work area. Order Management uses the values that you specify to set the default value for each of these attributes on the sales order.

  • Make sure the unit of measure is appropriate for the item. For example, Quart is appropriate for a liquid, but Amperage isn't because amperage measures electrical current.

Import

If you import a source order through FBDI or a web service:

  • Collect units of measure from your order capture system so Order Management can validate the units of measure it receives later when you import source orders from your capture system. For details, see the Collect Data subtopic in Quick Start for Setting Up Order-to-Cash.

  • Use the Ordered UOM attribute to specify the unit of measure. Use the OrderedUOMCode attribute to specify the abbreviation for the measure. For example, Ea is an abbreviation for Each.

  • The import uses the value that you import instead of the value that you specify in Product Information Management.

  • If you use the Pricing Administration work area to set up pricing for your item, then the import validates the unit of measure according to how you set up the price list. For example, if you set the Pricing UOM attribute for the item on the price list to Ea, and if your import doesn't use Ea for the unit of measure, then the import fails and displays an error message.

  • If you encounter an error during order import, like Cross-Referenced Value Not Found for UOM_CODE, see the Cross-Reference Error subtopic in Troubleshoot Problems With Order Import.

Fulfill

  • If you don't encounter an error during import but the order gets stuck during fulfillment, then consider creating a conversion rule.

  • If your shipping system uses a unit of measure to represent shipping that's different from the unit of measure that Order Management uses in the sales order, then the shipment service converts the unit of measure back to the unit of measure that the sales order uses, then communicates the shipped quantity to Order Management. For details, see Task Services.

  • If you use the Create Inventory Reservations fulfillment task to reserve supply, then you must provide the item, quantity, unit of measure, and warehouse. For details, see Guidelines for Reserving Inventory.

  • If you use Oracle Inventory Management, then create a conversion rule that converts the UOM from the sales order into a UOM that Oracle Inventory Management can understand. If you use your own fulfillment system, then make sure it accepts the UOM that you set on the sales order.

Create an Interclass Conversion

Order Management doesn't limit what UOMs your fulfillment system can use according to UOM class. If your fulfillment system uses a specific UOM class, then you must set up a UOM interclass conversion for each UOM that's eligible on the order line according to your pricing setup.

Consider an example:

  • Assume you create an All Items price list. You specify the Pricing UOM attribute on the price list so Oracle Pricing prices the item according to the item's UOM and the order line's type. This setup allows your users to select any UOM that you have set up for the item on the order line at run time.
  • Your fulfillment system uses the Count UOM class.
  • You create a sales order, add a return line to the order, set the UOM on the line to Kilogram, then submit the order.
  • Order Management sends the return line to your fulfillment system to process the return request.
  • Kilogram is in the Weight UOM class but you haven't set up an interclass conversion between the Count UOM class and the Weight UOM class. Your fulfillment system can't process the request and displays an error.

    The value provided for the Unit of Measure attribute is not valid for this transaction.

To fix this problem, you can use the Manage Units of Measure for Interclass Conversion task to create a UOM interclass conversion between Count and Weight. For an example that uses this task, see Set Up Dual Units of Measure.

For more, see Set Up Units of Measure for Pricing.

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