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How to have D365 business central convert differents UOM?

Posted on by 12
Hello all,
 
I'm attempting to have Dynamics 365 Business Central be able to track and calculate inventory through different units of measures assigned to them. What would be the best way to do so?
 
As an example, below is a snippet of the different units of measure for one of our items. We had the 5G (gallons) bucket set up as the base unit of measure, and I've put 0.2 gallons to represent the relationship between the two. Is this done correctly? 
 
Ideally, I'd like to change the base UOM to gallons and have the other UOMs hold coefficients of >1 in relation to the base UOM - i.e 1 quantity of 5G bucket entered through purchasing would equate to 5 base UOM of gallons. However, I'm getting the error message /You cannot modify Item Unit of Measure 5G BUCKET for item because non-zero Quantity with 5G BUCKET exists in Warehouse Entry./ - presumably because we have inventory in the ERP and it cannot be converted. 
 
Lastly - is there a way to define the same conversion for all items? Seems very redundant for me to have to enter the same relationship to all affected items - i.e 5 gallon bucket = 5 galloons. Per a quick search online, the results seem to suggest the possibility. But for whatever reason, I cannot find the same menus/buttons in my business central. 


Many thanks in advance!

 
 
 
 
 
 
 
 
 
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  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,427 Super User 2024 Season 2 on at
    How to have D365 business central convert differents UOM?
    Valentin provides a good answer to your request.
    always recommend to use your most detailed uom as base uom, in your case it should be gallon
    before you are able to change it, you need to reduce your on hand inventory to zero, change uom and then bring the inventory back
     
    some people just set up a new item card with correct uom setting and consume all the old item, then block it.
     
     
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,597 Super User 2024 Season 2 on at
    How to have D365 business central convert differents UOM?
    You are on the right track, Item Units of Measure is the way to do it.
     
    Typically, as you've mentioned best practice is to set the smallest unit as the base unit of measure (your example of 1 quantity of 5G bucket entered through purchasing would equate to 5 base UOM of gallons). But yes, an item with non-zero quantity will not let you modify the base unit of measure. If you wanted, you could use the item journal and do a negative adjustment for the item quantity to zero it out, change the base unit of measure, then do a positive adjustment to bring the quantities back.
     
    To set it up for multiple items you can use configuration packages. Set up one item, use a configuration package for table 5404 (which is the Item Unit of Measure table) to export it to excel and you will see the type of entries you need to create, create the same entries for all the other items in excel, and import it back in to the system.
     
     
    Valentin Castravet
    Zander ERP Services 
     

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