Add Packaging Strings to Items

If one of your items has a non-standard UOM conversion specific to that item itself, you can add a predefined packaging string when you create or edit an item, or define a new packaging string to fit your requirements.

Select Packaging Strings

If your item needs to specify a packaging string, you can select one from a list of packaging strings that have already been defined.

  1. When creating or editing an item, on the Attributes tab > Basic section, select a Primary Unit of Measure for the item.

    Tip: If you're not sure what unit of measure to select, try searching in the UOM Class Description field, which provides fuller naming information for the units in use.
  2. Select a Packaging String for the item.

    The packaging strings available for selection are restricted to those that include the Primary Unit of Measure that you selected. It's possible that the desired packaging string hasn't been defined yet.

Create Packaging Strings

If the list of packaging strings available for an item doesn't include the packing string you need, you can create a packaging string when creating or editing the item.

To create a packaging string:

  1. When creating or editing an item, select the Primary Unit of Measure for the item.

  2. Click the + icon next to the Packaging String field.

    The Select UOMs drawer displays the following:
    • UOM Class: UOM class of the Primary Unit of Measure that you selected for the item
    • Base UOM Name: This is the base UOM of the UOM class of the available UOMs.
    • A list of Available UOMs for the new packaging string, including all the UOMs defined for the UOM class. You can't add UOMs directly to this list. To add UOMs to the list of available UOMs, you must use the Manage Units of Measure task in the Setup and Maintenance work area.
  3. Select the UOMs that you want to include in the new packaging string. You must select the UOM from smaller to the largest so that they appear in the correct order. The base UOM is automatically a selected UOM, because it's always the first UOM in the packaging string. You can't define a packaging string with more than 10 UOMs.
  4. Click Continue.
    The Define Multipliers drawer displays a default Packaging String composed of the UOMs you selected, but only if the UOMs have standard conversions that divide evenly between each other. The Define Multipliers table contains a row for each UOM conversion in the packaging string, each with a default multiplier.
    Note: The sequence of the UOMs in the table matches the sequence that you selected in the previous step.
  5. In the Multiplier field for each row, enter the number that defines how many of the UOMs in the Content UOM field equals the UOM in the UOM Name field.
  6. After you specify the new multiplier values or accept the defaults, click Recalculate.

    All the displayed UOM conversions are updated.

  7. Click Create.

    The packaging string is added to the Packaging String field.

Example of a Packaging String

Assume that your item is a medical glove used in hospitals. You need a packaging string that tracks how the gloves are ordered and dispensed.

The units used in your customer's hospital are:

  • 1 glove is dispensed as each.
  • 120 gloves are stored in each room, in a box.
  • 24 boxes are stored in a unit, in a carton.
  • 16 cartons are stored in the supply room, in a case.
  • The hospital orders gloves by the case.

The UOMs and conversion multipliers required for this example are:

Base Unit of Measure

Conversion Multiplier

Units of Measure

Unit of Measure Class

Glove

1

Each

Quantity

Each

120

Box

Quantity

Box

24

Carton

Quantity

Carton

16

Case

Quantity

To add a packaging string:
  1. When creating the item, on the Attributes tab > Basic section, select the Primary Unit of Measure as Each.
  2. Click the + icon next to the Packaging String field.

    The Select UOMs drawer is displayed.

  3. Select the following UOMs:
    • Each
    • Box
    • Carton
    • Case

    For this example, assume that these UOMs have been defined for your organization.

  4. Click Continue.
    The Define Multipliers drawer displays the following:
    • The UOM Class is Quantity

    • The Base UOM Name is Each

    Enter these multipliers and click Recalculate:

    Multiplier

    Content UOM

    UOM Name

    Base Unit Conversion

    120 X

    Each

    = Box

    120

    24 X

    Box

    = Carton

    2,880

    16 X

    Carton

    = Case

    46,080

    You should see the numbers shown in the Base Unit Conversion.

    The Packaging String field should display a packaging string similar to this:

    Ea 120/BX 24/CTN 16/CS
  5. Click Create. Your new packaging string appears in the Packaging String field on the Attributes tab > Basic section of the item.

Use Packaging Strings

You can use packaging strings in:

  • Item definitions: When creating or editing an item, you can select an existing packaging string for the item, or create a new packaging string. See the preceding sections of this topic for details.
  • Import maps and FBDI: You can import an existing packaging string for items, in the Packaging String attribute in an import map, or in the Packaging String column of the ItemImportTemplate.xlsm FBDI template file. You can't create a new packaging string through item import.
  • Publications: Packaging strings are available in the item XML generated by the Publication process.
  • Product rules: You can see packaging strings in assignment and validation rules.
  • REST services: You can use the packagingStrings REST resource in the SCM Common group to create or get packaging strings. For details, see the REST API for Oracle Fusion Cloud SCM guide.

Autocreate Item-specific Intraclass UOM Conversions Using Packaging Strings

Earlier to define item-specific intraclass UOM conversions you had to follow a two-step process:
  1. Make sure the item is created in the Product Information Management work area.
  2. Populate the computed UOM conversion using the Manage UOM Intraclass Conversions page in the Setup and Maintenance work area.

Now, you can define the item-specific intraclass UOM conversions in a single step by assigning a packaging string to the item when the item is created or updated. When saving the item record, based on the item’s packaging string definition, Oracle Product Hub automatically stores the item-specific UOM conversion for every UOM present in the packaging string. For example, if you assign the packaging string Ea 12/CRD 5/PK 4/CTN to the item RXJY 17 mg Tablet, then Product Hub adds the following item specific UOM conversions to the database.

Item From UOM To Base UOM (Each)
RXJY 17 mg Tablet Card 12
RXJY 17 mg Tablet Pack 60
RXJY 17 mg Tablet Carton 240

The autocreated item-specific conversion will be available in the Manage UOM Intraclass Conversions page in read-only mode. To change the conversion factors, you must change the packaging string assignment to the item as needed.

The following table shows the conversions for the packaging string on the Manage UOM Intraclass Conversions page.

Item Item Description From UOM Class Name Conversion Base UOM Name
RXJY 17mg Tablet RXJY 17mg Tablet Card Quantity 12 Each
RXJY 17mg Tablet RXJY 17mg Tablet Pack Quantity 60 Each
RXJY 17mg Tablet RXJY 17mg Tablet Carton Quantity 240 Each

You can view the assigned packaging string to the item when editing the item on the Attributes tab > Packaging String attribute.

To avail this feature, you must opt-in to the Automate UOM Conversion Set Up with Packaging Strings that Specify Eligible Units for the Item feature. After availing this feature, if you update a packaging string assignment for an item, the update must meet the data validation constraints. If you aren’t availing this feature, Product Hub won’t autocreate the item specific UOM conversion even if you assign a packaging string to the item.

If you've opted into the Create Packaging Strings for Items and the Calculate Runtime Transaction UOM Conversions with Generated Item Data features, (a parent feature of the Autocreate UOM Conversions When Adding a Packaging String to an Item feature), the LOVs for the Secondary UOM field and the Unit Of Issue field will restrict the UOMs only to the collection of UOM elements in the Packaging String assigned to the item.