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unit of measure selection in sales order processing

Posted on by 2,046

setting up units of measure;

lots of our items are each based

10 each in a bag

25 each in a box

10 bags in a box which would be 100 bags in the box

A simple unit of measure set up that can be pretty long with all the permutations of box and bag sizes.

Some of the combinations are not valid combinations for particular items

Item 1 is not bought or sold in boxes of 25 for example

in Item purchasing options maintenance I can mark a unit of measure as "not available"  In purchase order processing that unit of measure then does not appear as a valid unit of measure should I use the lookup.

in item prices list maintenance I can set the selling price for only the units of measure that are valid using regular pricing (I don't know enough about extended pricing to know if it is the same way but I imagine it is).  In sales order processing when I use the unit of measure lookup I can still however see all the units of measure that are on the unit of measure schedule. I can select that u of m and only get the error that there is no price for that item after I have picked it telling me that was an invalid unit of measure for that item.

Is there a way to only have the valid U of M for the item display in the look up for SOP like there is in POP?

thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: unit of measure selection in sales order processing

    I need help on how I am to set up uom for my vendors in purchasing products.  When I create a PO I need to purchase 1 bag of 1,000 units at 10.00 a bag not to purchase 1,000 for. 01 and need to recieve one bag that puts 1,000 units in stock at. 01 each. Can you show me screen shots on hoe to set this up in items cards and vendor purchasing uom

    I am willing pay you to help me through this my email is Peterd@fribergfineart.com

    God bless,

  • iruser2 Profile Picture
    iruser2 2,046 on at
    RE: unit of measure selection in sales order processing

    For an item with a unit of measurement (Box = 52 bags), when the vendor changes the packaging of the item to be (Box = 50 bags) ... what option do you consider to keep up with this repackaging ?The same unit of measurement schedule would never work, am I right ?

    Right and wrong.

    The stock item has to sell out of the now invalid unit of measure and then switch to the new unit of measure.  

    If 5 boxes of 52 bags are in stock the 5 boxes have to sell first.

    I am pondering a new inventory item number for the new unit of measure then when the stock of the old unit of measure sell out use professional tools to merge the two inventory items together.  I'm not sure what that merge process will do with the unit of measure that no longer exists / is valid.

    The suggestion of restrict the u of m lookup in the sop window as you show in the screen shots.

    If I don't tell the users that they can switch, chances are they wont look and see that they can switch.  If the default is that this is selling u of m only then I should be ok.

    Not exactly what I want but close.

    thanks for the advice!

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,736 on at
    RE: unit of measure selection in sales order processing

    Hello again,

    I can absolutely imagine the headache of setting up multiple unit of measurements, but let me consider the case you proposed. For an item with a unit of measurement (Box = 52 bags), when the vendor changes the packaging of the item to be (Box = 50 bags) ... what option do you consider to keep up with this repackaging ?The same unit of measurement schedule would never work, am I right ?

    Going back to original inquiry, you said "In item prices list maintenance I can set the selling price for only the units of measure that are valid using regular pricing, In sales order processing when I use the unit of measure lookup I can still however see all the units of measure that are on the unit of measure schedule" . If you don't define a price on the price list for a specific unit of measurement level, the sales transaction entry, UOM lookup will not retrieve this UOM at all, although, you can still pick it up if you choose to show "All UOM" , see below;

    4.png

    When you open the UOM lookup window on the Sales Transaction Entry, this is the default view which pops up generally. I am sure you already know that this is not restricted view as the user can still change it to show "All UOM" view.

    This is the other view, which shows all the UOM levels assigned to this item. If we picked the case in here, the error would pop up indicating that there is no currency/ price/unit of measurement combination available.

    As you can see below, there is no price set for the "Case" UOM, which is why it does not show on the UOM look up on the sales transaction window.

    I have gone along the same issue in a manufacturing environment, in which I had specific UOM schedules with multiples levels uses for several items. Using the "Selling UOM" on the price list could make your life a bit easier.

    Additionally, I totally agree that it would have been much more flexible to have a screen like the "Item Purchasing Options" for the sales, in which you restrict the UOM levels to be used for each item.

    Never hesitate to share any further inquiries,

  • iruser2 Profile Picture
    iruser2 2,046 on at
    RE: unit of measure selection in sales order processing

    thanks for the advice.

    This unfortunately is the set up that I am trying to avoid.

    This month the supplier puts 52 bags in a box, next month the price changes but to keep the box price the same they put 50 in a box.  I need a way to remove the now invalid unit of measure from the look up in SOP as there is in POP.

    I need a way to limit the users selections of u of m in SOP to only valid u of m for that item without having to set up thousands of u of m.

    any other further advice is appreciated.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,736 on at
    RE: unit of measure selection in sales order processing

    Of course there is a away to show only the valid UOM levels associated with the items. you simply need to change the way you set up including all the permutations of box and bags. When you create a specific UOM with different levels, all the distribution modules will let you use any of the levels accordingly, even in reports and inquiry you can see the balances, sales, purchases items in any of the UOM levels, that's the core value of setting up different levels of UOM.

    In your case, I believe you need to categorize your products according to the UOM levels you have, then create a single consistent UOM only with the levels that will be used. Let me give you a simple example which I have previously worked on, 

    In a manufacturing environment, all the product are "box-based". Although, there are pallets, cases ... and other levels throughout the distribution cycle. 

    UOM Schedule: Case06

    Base: box

    UOM: Case = 6 box

    Another UOM Schedule is setup as follows:

    UOM Schedule: Case12

    Base: box

    UOM: Case = 12 box

    >> Note: this one doesn't have the level of (case = 6 box) because it is not relevant for the items within the associated category.

    Another UOM schedule is setup as follows:

    UOM Schedule: Case24

    Base: box

    UOM: Case = 24 box

    >> Note: Also, this one doesn't have neither the level of (case = 6 box) nor (case = 12 box) because it is not relevant as well.

     

    It would have been much easier to create one UOM with all the levels of  as shown below:

    UOM Schedule: AllCases

    Base: box

    UOM: Case06 = box

    UOM: Case12 = 12 box

    UOM: Case12 = 2 Case06 

    UOM: Case24 = 24 box

    UOM: Case24 = 2 Case12

    If we have setup such a cumulative UOM, the distribution modules will see all the levels. Although, for some items, case06 and case24 are not relevant. For other items, Case12 and Case06 are not relevant. 

    In summary, separate the UOM schedule definition according to the item categorization so that items will be linked to the associated with their own UOM levels. 

    Never hesitate to share any further inquiries, 

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