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IC Units of Measure

Navigator > Setup > Inventory Control > Units of Measure

Setup Units of Measure (UOM) for Inventory Control. This allows you to enter products in convenient units (such as boxes or packs) and have the system do the conversion work. When UOM Status is Active, UOM can be used for products.

The code EA (Each) is included by default in new companies.

UOM Status

Determines whether UOM is used.

None, all UOM fields and options other than this form are unavailable.

Pending, UOM Tab is available so UOMs can be set up and validated. A Default UOM Code is required.

Active, UOM is available for all documents and transactions.

Warning: If you turn off UOM (that is, change UOM from Active to None), you will be prompted to back up your data, as UOM Codes will be removed from all affected products, documents and transactions. If you experience power or other failure during processing, restore the backup and turn off UOM again.

UOM Required

Selected, a Base UOM is required for all products.

Use Strict UOM Quantities

Clear, the constraint tying UOM to Base decimals is relaxed. This means rounding may occur, as the UOM Quantity * UOM Multiplier = BaseQuantity (rounded) will no long have to be able to return exactly the original UOM Quantity for BaseQuantity / UOM Multiplier.

Grid Toolbar

ToolbarExpand

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Edit the Units of Measure.

Insert (F4)

Insert additional UOM.

Delete (F3)

Delete UOM, available if no other records refer to the UOM.

Print (Ctrl+P)

Print a report of the information in the grid. See Report Selections Form.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

ActionEnquiry

UOM Code Usage Query (Ctrl+Q)

SetAsDefault

Set as default

Sets / Unsets the selected UOM as the Default UOM applied when new Stock Groups are added. Toggle the Set As Default button to turn the default UOM on and off.
If set the Default UOM is shown in bold. The Default UOM must have a Fixed Multiplier of 1.

 

Customise Toolbar

ToolbarExpand Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Fields

Code

A unique code of up to 8 characters that can include both letters and digits.

Name

The UOM name associated with the code.

Description

Description of the Unit of Measure.

Group Code

The type of Unit of Measure. See IC UOM Groups.

Decimals

The number of decimal places allowed for the UOM.

The Decimals plus the number of decimal places in the Multiplier cannot be greater than the Base UOM Decimals. This is so that quantities calculated as UOM Quantity * UOM Multiplier can always be expressed in Base UOM decimals without rounding.

Multiplier

When used as an Other UOM the value to multiply the Base UOM by.
Leave empty for a variable Multiplier which is specified in the Other UOM on a Product.

e.g. With a Base UOM for a Group TIME of HOUR; the multiplier for the UOM DAY may then be 8 (hours).

When used as Base UOM the Multiplier is set to 1 in the Product UOM regardless of the Multiplier specified here.

If Use Strict UOM Quantities is Selected then the number of decimal places in the Multiplier plus the Decimals cannot be greater than the Base UOM Decimals. This is so that quantities calculated as UOM Quantity * UOM Multiplier can always be expressed in Base UOM decimals without rounding.

Base

Selected, the UOM may be used as a Base UOM.

Unselected, the UOM may not be used as a Base UOM.

Defaults to Selected when a UOM Multiplier is set to 1.

May be selected for UOM codes with any multiplier or none. Multiplier will automatically set to 1 when used as Base UOM for a Product.

Fixed Multiplier

Selected, the Multiplier is fixed and cannot be changed for Other UOM on a Product.

Unselected, the Multiplier is variable and will be set per Product for Other UOM.

This is calculated and read-only. When a Multiplier is set, Fixed Multiplier is set to Selected. To have a variable multiplier, leave the Multiplier field blank.

Add'l Weight

Additional weight for the UOM. For example, a PALLET UOM may have its own weight, to be added to the product weight. Additional Weight must be expressed in the Base UOM for Group WEIGHT.

Add'l Volume

Additional volume for the UOM. For example, a BOX UOM may have its own volume, to be added to the product volume. Additional volume must be expressed in the Base UOM for Group VOLUME.

Inactive

Select this or press the Space Bar while in the field. Lines for inactive UOM Groups are shown in grey. Inactive UOMs cannot be selected, and will not appear in the UOM selections for products.

Buttons

Save (F9)

Save changes.

Cancel (Esc)

Discard changes and close the form.

Note: UOM is a data entry convenience, and does not recognise the configuration of stock held. It recognises the quantity of stock in the base UOM, and performs calculations from this. For example, if you have 3m of timber in stock, UOM does not recognise if this is three separate 1m lengths, or one 3m length. You can set up separate IC Products to represent different configurations.

In This Section

IC Product Usage for UOM

IC Pending Usage for UOM