Select Input UoM and Enter Parameters

Explanation

This activity is used when input unit of measures (UoMs) are selected and one or more input unit parameters have to be entered. This is a key point at which you would be using multiple units of measure. For example, when you manually enter customer order lines, make manual reservations, report arrival, report picking, deliver orders, reserve and issue shop order components, etc. 

To select an input UoM and enter the parameters, you must open the Input UoM Parameters dialog box from the relevant main window. The method of obtaining this dialog box depends on the window from which it will be opened (please refer the procedure).

The input UoMs available for selection, depends on the input UoM group attached to the part, as well as the input UoMs that can be used in the current process (sales, purchasing, or manufacturing) as specified in the Input UoM Group window. 

Once you select an input UoM, you must enter a value for each of the input variables.  After entering the values, you can calculate the input quantity in the inventory unit of measure. This value will be rounded to the number of decimals as specified on the Input UoM Group window. 

Prerequisites

This activity has the following prerequisites:

• The inventory part (for which you are want to select an input UoM) must have been connected to an input UoM group. 
• At least one input UoM must have been made available in each process for which you want to use multiple units of measure. 
  To make an input UoM available for a process, select one or more of the check boxes available in the Input UoM Group window. The check boxes are: the Manufacturing Usage Allowed check box, the Purchasing Usage Allowed check box, and the Sales Usage Allowed check box.
• Pick List Line should be connected to a customer order line reservation.

Note: If you are performing this activity to test the input UoM group (as is possible from the Input UoM Group window), the above prerequisites do not apply. You can test the group with hypothetical values as soon as you have entered the group: There is no need to connect the group to a part or enable the units for a process.

System Effects

As a result of this activity:

• An input UoM will be selected to enter the quantities of a part. (The input UoM would be an alternative unit, used specially for entering quantities of a part).
• The input quantity will be calculated using the inventory unit of measure (using the values entered as input variables).
• The calculated quantity will be displayed in the relevant field of the main window. 

Window

Customer Order
Sales Quotation
Manual Reservations for Customer Order Lines
Report Picking with Differences
Warehouse Task
Deliver Customer Order with Differences
Deliver Customer Order Line with Differences
Shop Order
Manual Issue Shop Order
Shop Floor Workbench
Receive Shop Order
Register Arrivals

Related Window Descriptions

Input UoM Parameters
Customer Order/Order Lines
Sales Quotation/Quatation Lines
Manual Reservations for Customer Order Line, Manual Reservations for Shipment Line
Manual Reservations for Customer Order Line, Manual Reservations for Shipment Line/Details
Report Picking with Differences/Details
Warehouse Task/Customer Order Pick List/Details
Deliver Customer Order with Differences/Inventory Parts
Make Changes in Delivery of Inventory Parts
Deliver Customer Order Line with Differences/Details
Reservations
Shop Order/Material
Manual Issue Shop Order
Shop Floor Workbench
Approve Operation Report scrap
Receive Shop Order
Receive Shop Order/Inventory Receipt
Register Arrivals
Receive  

Procedure

1. Open the window for which you need to select an input UoM. Next, open the Input UoM Parameters dialog box using an applicable method given below:

• If available, click Input UoM on the window
• If not, select the line for which you want to enter the quantities, right-click and then click Input UoM.

2. In the Input UoM Parameters dialog box, select a value from the Input UoM list, i.e., the input UoM to be used to enter the input quantity.
3. In the Value field, enter the values for the input variables, as applicable. If the input variable type is User, a value for the input variable is required. If the input variable type is Default, the system will use the default value. If the input variable type is Fixed, you cannot change the predefined value displayed in the Value field. 
4. Click Calculate to calculate the quantity in inventory UoM.

When you click Calculate, the following will occur simultaneously: 

• The variable values you entered will be used to calculate the input quantity in the input UoM. This will be displayed in the Calculated Quantity field.
• The value in the Calculated Quantity field will be converted into the input  quantity in the inventory UoM, using the conversion factor. This will be displayed in the Output Quantity field. 

Note: If you click OK without performing this step, the calculation will take place as described below, and the values will be returned directly to the main window, without being displayed in the dialog box.
If you click Cancel, the window will close without returning any values.

5. If you are satisfied with the value in the Output Quantity field, click OK to return this value to the main window. If not, repeat above steps 2, 3 and 4 with different values for the variables.

6. Upon returning to the main window, save the record.

Note: There is an option available in some windows (e.g. the Customer Order window), which entirely excludes the use of the Input UoM Parameters dialog box when entering parameters. This option is only available if the main window has an Input UoM list, and if the input UoM you intend on selecting uses a direct conversion factor and no formulas.

1. Open the window for which you need to select an input UoM.
2. Select an input UoM from the Input UoM list, for the relevant line.
3. In the Input Qty field, enter a quantity of parts in the input UoM.
4. Save the record. The quantity of parts in the inventory UoM will be calculated and displayed in the relevant field in the main window.