Multiple Unit of Measure—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Note: In the below examples you should replace XX with your initials. 

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them in the main exercises. 

Create Stored Sales Parts

Windows:
Sales Part

  1. Enter XX-30-140 in the Sales Part Number field.
  2. Enter Wooden Panel as the description in the Description field.
  3. In the Unit of Measure field, enter in the Inventory U/M and Sales U/M fields either manually or by using the List of Values.
  4. In the Grouping area, enter 40 in the Sales Price Group, and 10 in the Sales Group fields.
  5. Enter a price. If the company is using VAT taxes, enter a VAT tax code.
  6. Save the record, and when prompted with the question whether to create an inventory part as purchased, click Yes.  

General exercise for Sales Part

Create Inventory Locations

Windows:
Inventory Locations

  1. Open the Inventory Locations window and populate it.
  2. Verify or set up the following inventory location.
  3. Save the changes. 
Location No. Warehouse Location Name Location Group
XXP1 XX Picking 1 XX Picking 1 Picking Storage

General exercise for Entering Inventory Locations

Receive Into Inventory

Windows:
Receive Inventory Part

  1. Open the Receive Inventory Part window. 
  2. Receive 1000 m for part XX-30-140 at the picking storage location XXP1.
  3. Save the changes.
  4. When the Define Cost Structure dialog window opens, enter a line with unit cost. Use Cost Bucket 110 (Estimated Material Cost)

General exercise for Receive Inventory Part

Create an Input UoM Group

Purpose: Create an Input UoM Group with specified alternative unit of measures

Windows:
Input UoM Group

  1. Open the Input UoM Group window.
  2. Create a new group, e.g. XX_LENGTH_M, and select m as Inventory UoM.
  3. Save the record. 
  4. Create alternative Input UoMs, e.g. ft, mm, and yd.
  5. Save the record. 
Input UoM Rounding Decimals
ft 3
mm 3
yd 3 

General exercise for Input UoM Group

Use of Formula ID in Input UoM 
  1. Create an Input UoM that uses a formula, e.g. My Formula, see exercise Formulas and Variables.
  2. Save the changes.
Input UoM Description Conv. Fact. Formula ID Round. Dec.m
My Formula My Formula 1 XX_QTY_LENGTH_M 3

Connect an Input UoM Group to the Inventory Part

Purpose: Connect an Input UoM Group to enable the use of an alternative unit of measure when entering quantities.

Windows:
Inventory Part

  1. Open the Inventory Part window.
  2. Select the inventory part XX-30-140.
  3. In the Input UoM Group field enter the group XX_LENGTH_M.
  4. Save the changes. 

General exercise for Input UoM Group

Main Exercise

Purpose: To enter and manage a customer order using the multiple unit of measure  functionality.

Enter Customer Order Line

Purpose: Create a customer order line using the multiple unit of measure to enter the sales quantity in another unit than the sales unit of measure. 

Windows:
Customer Order

Note: Before you start, verify that the available inventory quantity for the selected part, XX-30-140, is sufficient, e.g., > 100 meters

  1. Enter a customer order, e.g. C.S.C. New York (XX-1000) as the customer, and select NO as the order type.
  2. Save, and note the order number: __________
  3. Enter an order line using the sales part XX-30-140 Wooden Panel.
    Note:     The Input UoM Group is selected, indicating that the Multiple Unit of Measure functionality is available for this part.
  4. Click the Input UoM column, and select an Input UoM from the List of Values, e.g. ft, and click in the Input Quantity field.
  5. The Input UoM is displayed as ft.
  6. Enter an Input Quantity, e.g. 25, click another column, and the Sales Quantity is calculated as 7.62 m.
  7. Modify the Sales Quantity, e.g. 7.5, click another column, and all Input values are removed (as you told the system to use the Sales Unit, instead of the Input UoM).
  8. Save the record.
  9. Right-click the header and then click Release.

General exercise for Entering Customer Order

Use of Formula as Input UoM 
  1. Click the Input UoM field, select an Input UoM that uses a formula, e.g. My Formula, click in the Input Quantity field, and the Input UoM Parameters dialog  box opens, in which you should enter the variable values needed to calculate the input quantity. 

Reserve Customer Order Line

Purpose: Reserve a customer order line using the multiple unit of measure to enter a reserved quantity in another unit other than the inventory unit of measure. 

Windows:
Manual Reservations for Customer Order Line

  1. Open the window and select the order you created for this exercise.
    Note: The Input UoM values you entered in the customer order lines are displayed 
  2. Open the Single tab and click in the reservation line.
  3. Right-click and and then click Input UoM Parameters, and the Input UoM Parameters dialog box opens.
  4. Select the Input UoM you want to use in the reservation, e.g. ft
  5. In the Enter Values for Input Variables , enter the value for the Value field, e.g. 25
  6. Click OK, and the Output Quantity value will be displayed in the Qty Reserved field.
  7. Save the changes.

General exercise for Managing Reservations

Pick Report Customer Order Line

Purpose: Pick report a customer order line using the multiple unit of measure to enter a quantity in another unit other  than the sales unit of measure. 

Create Pick List

Windows:
Create Pick List for Customer Orders

  1. Open the window and select the order you created for this exercise.  
  2. Right-click and then click Create Picklist.

Report Picking

Windows:
Report Picking of Pick Lists

  1. Open the window and select the order you created for this exercise.
    Note: The Input UoM values you entered in the reservation are displayed
  2. Right-click and then click Report Picking of Pick List Lines.
  3. The Report Picking of Pick List Lines dialog box appears, where you can see the entered Input UoM values.
  4. Enter the picked quantity in the Input Qty, and the Qty to Pick will be recalculated according to the Input Conversion factor, e.g. 20 ft, recalculated to 6.096 m
  5. Right-click in the header and then click Report Picking of Pick List Lines.

General exercise for Handling Picking

Deliver Customer Order Line

Purpose: Deliver a customer order line using the multiple unit of measure to enter the delivered quantity in another unit other than the sales unit of measure. 

Windows:
Deliver Customer Order Line with Differences

  1. Open the window and select the order you created for this exercise.
    Note: The Input UoM values you entered in the reservation or the report picking are displayed 
  2. Enter the delivered quantity in the Input Qty field, and the Inv Qty To Deliver field  will be recalculated according to the Input Conversion factor, e.g. 20 ft, recalculated to 6.096 m
  3. Right-click in the header and and then click Deliver with Differences.

General exercise for Distributing Customer Orders