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Microsoft Dynamics GP (Archived)

Rounding of item quantities

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Posted on by Larry Turner 1,325

We sell some items two ways. One way is 6 individual units in a box. I'll call that item A6. We also sell the same item individually. I'll call that item A1. So customers can purchase a whole box of 6 (A6) or they can purchase some fractional quantity of the whole box of six as (A1).

Item A6 has an item type of sales inventory. The quantity decimals for the items is 5. This allows us to sell A6 in whole or (fractional A1) quantities.

Item A1 has an item type of Kit. In the item Kit maintenance form we have defined the component item number as A6 and the quantity as 0.16666. So 1 item A1 = 0.16666 of item A6.

What we need GP to do is update inventory quantities for item A6 when it is sold either as item A6 or item A1. So when we sell 3 item A1 the allocated quantity of A6 should increase by .5 the available quantities for item A6 should decrease by .5. and when we invoice the sales order the on hand should also decrease by .5.

In practice when we sell 3 A1 the allocated quantity of A6 increases by .49998 and the available quantity decreases by .49998. The on hand quantity also decreases by .49998. when we invoice the order. I understand that the .49998 value is the product of .16666 * 3. The .16666 = 1/6 of item A6 as defined in item kit maintenance.

Table IV00107 contains the following fields that affect rounding as it relates to the  pricing of an item.

RNDGAMNT - Rounding amount
ROUNDHOW - Round how
ROUNDTO - Round to

Are  there any features in GP 9 or GP2010 that can be utilized to affect the rounding of quantities in a similar fashion as the aforementioned values in IV00107 can be utilized to affect the rounding of monetary amounts?

Thank you,

Larry

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rounding of item quantities

    Hi Larry,

    I have not setup an item this way before (having a kit basically do conversion only) but it looks like the way you have it would work. The difference being that the Base UOM is the most granular that you want to track instead of the other way around as you previousy had it.

    This way all the inventory is basically kept as all A1's in GP and when you sell an A6 you are selling a kit of 6 A1's.

  • Larry Turner Profile Picture
    Larry Turner 1,325 on at
    RE: Rounding of item quantities

    Adam and Richard,

    Thank you for your assistance as I try to resolve this issue. The sample UOM schedule that Adam provided clarified my understanding of the solution he offered.  I setup a new UOM schedule following the pattern that Adam provided. I changed item A6 (this is not a real item number. I'm using this to simplify my explanation) to use 5 quantity decimals and to use the new UOM schedule. I successfully created and invoiced an order for item A6 and specified Box as the selling UOM. The inventory values were updated correctly. I then I successfully created and invoiced an order for item A6 and specified Each as the selling UOM. The problem is that our business will likely want our CSR's entering orders for item number (A6) only using the Box UOM. They will want the A1 item number to be used on sales orders where less than a box of the product is sold. Under that scenario they would sell item A1 and use Each as the selling UOM. What I need to be able to do is sell Item A1 using Each as the selling UOM and have the orders and invoices update inventory quantities for item A6.

    Unless there is some way to configure a UOM schedule to relate the conversion of quantities between different item numbers (A6 and A1) that are sold using different UOM then I think I'm tryng to use a UOM schedule to do something that it was not intended to do. Included below is how I thnk a U Of M schedule would need to be setup to accomplish this. This is why I was steered towards using the item kit solution.

    By the way I believe the Walter Cronkiteused the "And that's the way it is phrase" when he signed off each evening from the CBS Evening News. I also believe that Celine Dion has a song by that title.

    UOM Schedule Box of widgets

     Base U of M = Each                Decimal Place Quantity  = 5

                                             UOM Schedule

    =================================================

    |          U of M             Quantity                      Equivalent       |

    |          A1                    1.00000                       A1                     |

    |          A6                    6.00000                       A1                    |

    =================================================

     

  • Verified answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    RE: Rounding of item quantities

    I understand that you may want the Box to be the base unit of measure and count inventory in Boxes.  However, you have seen the issues that causes.  Use Adam's recommendation above.  You can still sell in Boxes or in Each units AND you CAN take inventory in Box UOMs!  

    It is the ONLY way to get rid of the rounding mathematically correct and this is NOT an MS Dynamics issue but just the math itself.  Sorry.

    "And that's the way it is."   (But I'll bet few of you recognize that phrase)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rounding of item quantities

    Hi Larry,

    I would set this up like in the picture below, using an example of a "six pack" where you have one box with 6 "eaches" in it.

    I hope this helps,

    Adam

  • Larry Turner Profile Picture
    Larry Turner 1,325 on at
    RE: Rounding of item quantities

    Adam,

    Thank you for your response. I'm having a hard time understanding how to set up a UofM schedule as you have described it and have asked a couple other people here to take a look at it as well. Hopefully they can help me grasp what you described.

    Larry

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rounding of item quantities

    Hi Larry,

    We have some similar setup issues that we have run into although I have not used a Kit as you have outlined.

    In the way we have it setup to accomlish what you want, we would have the item A6 setup in inventory and have the base UOM set to be what you call an A1. Then on the UOM schedule you have 6 A1 = 1 A6.

    So, for example if you sold your A6 by the Box it could be 6 A1 = 1 Box.

    This way the user can always pick the A6 item code but select to sell a full Box or an "A1" which could be called an each or something similar based on your terminology.

    I have not found a good way to achieve what you want unless you setup your UOM schedule to have its base start at the most granular level that you want for the item in question. Going the other way always seems to cause problems.

    I hope this helps,

    Adam

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