Enter Input UoM Groups
Explanation
Use this activity to create input UoM groups. Inventory parts must be
connected to Input UoM Groups, if they are to use multiple units of measure.
Input UoM groups define the input units, inventory unit, and the conversions that
are allowed for a specific group.
Use this activity to specify the input UoMs included in the group. It is also
possible to determine the modules in which the use of a particular input UoM is
allowed.
You can enter input UoMs that are system defined or user defined. All of
these input UoMs will be converted to the Inventory UoM (which is specified on
the Input UoM Group window header). If you enter an user defined input unit, you can use either a direct
conversion or a formula. If you use a formula, you must indicate the conversion
factor between the inventory UoM and the formula UoM in the Conversion Factor
field. If you enter a system defined input unit, you must indicate the conversion
factor between the inventory UoM and the input UoM in the Conversion Factor
field.
Prerequisites
This activity has the following prerequisites:
- Units of measure need to have been entered in IFS/Application Services.
- Formulas must have been created and set their status set to Valid, in
IFS/Define System Basics.
System Effects
As a result of this activity, an input UoM group is created. It is now
possible to connect this to an inventory part.
Window
Input
UoM Group
Formula
Formula Variables
Related Window Descriptions
Input UoM Group
Formula
Formula Variables
Procedure
To create an input UoM group:
- Open the
Input UoM Group window, populate and view
existing data.
- Select New to create a new input UoM Group.
- In the Input UoM Group ID field, enter a unique code to identify
the group.
- Enter a description of the group in the Input UoM Group Description
field.
- In the Inventory UoM field, select the UoM from the list of
values or enter the unit code manually. (All of the input UoMs in the input
UoM group, will be converted to the inventory UoM after calculations.)
The Inventory UoM Description field will automatically be filled with
the description of the inventory unit of measure.
To add an input UoM to the group:
- In the upper table, create a new line.
- Select an input UoM from the list of values or enter an input unit
specially created by you.
Note: Upon saving this record, the Pre-Defined UoM check box
will automatically be selected, if the input UoM is already available in
Application Services.
- The Input UoM Description field may be automatically filled; you
will have to enter a description here only if it is a user defined input
UoM.
- In the Type field, select either System Defined or User Defined.
Note: Even if the Input UoM you selected is a predefined unit code, you can
set the Type to User Defined and define your own conversion between the
input UoM (unit code) and the inventory UoM.
- The input UoM entered will use either a conversion factor only, or a
conversion factor together with a formula. Therefore you can do either one
of the following:
- Select a formula from the list of values for the Formula ID
field; the Formula UoM and Conversion Factor fields will
be automatically filled.
or
- Enter a value in the Conversion Factor field only.
Notes regarding the Conversion Factor field:
I. If you have chosen User defined as the Type, it is mandatory that you
specify the factor of conversion between the input UoM and the inventory
UoM.
II. If you are using a user defined input UoM and a formula, it is
mandatory that you indicate the conversion factor between the inventory
UoM and the formula UoM.
- In the Rounding Decimals field enter the number of decimals used
when calculating the inventory quantity from the input quantity.
- Indicate whether the use of the input UoM is allowed in the
manufacturing, purchasing or order processes, by selecting the
Manufacturing Usage Allowed, Purchasing Usage Allowed and/or
Sales Usage Allowed check boxes.
- Save the record.
If the formula items are of type Variable, the lower table will be filled
with details upon saving the record:
- In the Value field, enter the value of the variable.
- Save the record.