Overview
Activate the unit of measure for a new item to maintain accurate inventory data. Convert between the different units of measure on each transaction to facilitate this process.
Who uses this feature
Inventory managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Activate the unit of measure for an item without transactions
Go to the navigation bar and click Pricebook
.In the side menu, click Materials or Equipment.
On the screen that opens, select the new item for which you want to activate the unit of measure.
Click Actions
and select View/Edit Material.
On the Edit Material screen that opens, click the Inventory Settings tab.
On the Inventory Settings screen that opens, click the Unit of Measure card.
On the Unit of Measure screen that opens, click Activate or Activate Unit of Measure.
The Unit of Measure Setup screen opens.In the Existing Unit of Measure field, enter the initial unit of measure for the selected item and click Next.
Note: You can set up multiple purchasing units of measurement for a single item.
On the Define New Unit of Measurement card that opens, enter the new unit of measure for the selected item and its new conversion rate:
In the Qty field, enter the quantity of the selected item with the new unit of measure.
In the New Unit of Measure field, enter the new unit of measure.
When finished, click Next.
Review the changes and click Convert Item.
The Complete Conversion pop-up opens.From the Business Unit dropdown, select the business unit to which the unit cost is assigned and click Complete Conversion.
The conversion is completed as the item is completely new and has no transactions, adjustments, or purchase orders.