To set units of measure for a product record:A unit of measure is a quantity associated with a standard measurement for inventory control and pricing. Define units of measure for product records.
You can define units of measure in packaging terms such as each, carton, pallet, container, and truckload. For each unit of measure, assign the quantity that makes up the unit, and assign the default unit of measure to use for the product record on transactions.
For example:
Product A is normally sold by carton. The carton unit of measure for Product A is made up of 12 individual items. In Product A's product record, assign the quantity of 12 to the carton unit of measure. Then set the carton unit of measure as the default unit of measure for sales orders.
Note: When entering a product on transactions, the system checks the product record for units of measure. If the units of measure are not set for the product, the system uses the units of measure set for the price line to which the product is assigned.
When defining units of measure for product records, start with the base unit of measure. The base unit of measure is the unit of measure that the system uses to calculate larger units of measure for the product record. It is often the smallest quantity and used as the default on transactions. After defining the base unit of measure, define subsequent units of measure in whole integers of the base.
For example:
If the base unit of measure for a product is 1 each and the product is purchased in cartons of 12, define the carton unit of measure as 1 carton = 12 each. If 12 cartons make up 1 pallet for transfers, define 1 pallet as 144 each. That is, 12 cartons of 12 each.
To set units of measure for a product record:
From the Files menu, select Product to display the Product Maintenance screen.
Position the cursor in the first blank row under the UM column and enter the two-character unit of measurement to use for the transaction type, for example ea (each), bx (box), ct (carton), or cs (case).
Define the base unit of measure first. Use the smallest quantity in which the item is handled.
Define up to four units of measure based on the base unit of measure. Enter them in ascending order, as each subsequent unit of measure is based on a quantity of the base unit of measure. For example, 1 each, 6 each in a carton, 24 each in a case.
Note: If a product has history, you can change the description of the unit of measure, but not the quantity. You cannot enter the same unit of measure description twice. If you change an existing product's unit of measure on the Product Maintenance screen, update the units of measure on the Product Price Sheet Maintenance screen also. Failure to do so can cause quantity, pricing, or costing errors.
In the Quant column, enter the quantity corresponding to each unit of measure.
Note: You cannot change the quantity for the base unit of measure, regardless of whether a product has history. If you need to change the base unit of measure description and quantity, contact Intuit Eclipse Support for instructions on running a conversion utility that affects product history.
For each unit of measure, enter an asterisk (*) in the corresponding transaction type column that will use it as a default. The transaction types are:
S – Sales orders.
P – Purchase orders.
T – Transfer orders.
A – Inventory adjustments.
I – Physical inventory counts and cycle counts.
For example:
The product has three units of measure ea, ct, and pa. If you always purchase this item by the carton, enter an asterisk (*) in the P column next to ct unit of measure. When a purchasing agent adds this product to a purchase order with a quantity, the system defaults to the ct unit of measure.
Note: The default unit of measure also displays on product selection screens.
Press Esc to save changes and exit the screen.
See Also:
Setting Product Buy Package Quantity and Divisibility