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Unit of Measure

  • 1.  Unit of Measure

    GOLD CONTRIBUTOR
    Posted Jun 28, 2019 09:57 AM
    Having an issue with building the Unit of Measure the way we want it. We have finished goods that we want to have 48 pieces inside of 1 CASE but we want to have the finished good as a CASE and not as EA in the Base Unit Of Measure.

    Thank you,
    Troy

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    Troy Harkness
    Miller Baking Company
    Milwaukee, WI
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  • 2.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jun 28, 2019 09:09 AM
    ​** You may want to post this in the OPEN FORUM to get more replies **

    It has always been recommended to me that the BASE UNIT OF MESAURE be the smallest unit of measure that you will possibly have in inventory.  This will avoid ever having a decimal quantity in inventory.

    This is how we set up the UOM conversion:


    Item UOM

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------

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  • 3.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 08:22 AM
    I agree with Lewis, the Base Unit of Measure should always be the smallest possible unit of the product.  If you are interested in seeing how many Cases you COULD have in stock, you can add a field which displays the Quantity on Hand in a different Item Unit of Measure.  The reason I said "could" is because you may have two (2) cases that have been broken down into eaches, but together they make up a full Case.  It can be slightly misleading depending on how well your people handle breaking down bulk inventory.

    ------------------------------
    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
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  • 4.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jun 28, 2019 11:24 AM
    You will want to fill in the stocking unit of measure and the selling unit of measure on the item card. This should solve your problem.

    ------------------------------
    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Carol Stream IL
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  • 5.  RE: Unit of Measure

    SILVER CONTRIBUTOR
    Posted Jul 01, 2019 12:07 PM
    I agree that the Base unit of measure should be the smallest.  Troy, I would suggest that you make the CASE be your sales unit of measure and your base be each.  I hope this helps you.

    Theresa

    ------------------------------
    Theresa Davis
    Systems Analyst
    Group O
    Rock Island IL
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  • 6.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 12:49 PM
    First of all, I agree with the other posters who have recommended that the base UOM should be the lower level.  With that being said, if you still want to have CS as the base, you would need to set up the Item Unit of Measure as follows to show the relationship between the base (CS) and any others (i.e. EA).  In the example you provided, each case has 48 pieces so the Qty per UOM for the alternate UOM would be 0.02083 (or 1/48 of a case).  But also be aware that you may have rounding issues and difficulty in counting partial cases.

    ------------------------------
    David Wiser
    Project Manager
    Tigunia
    Seattle WA
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  • 7.  RE: Unit of Measure

    GOLD CONTRIBUTOR
    Posted Jul 01, 2019 04:52 PM
    Thank you all for your help on this.

    Troy

    ------------------------------
    Troy Harkness
    Miller Baking Company
    Milwaukee, WI
    ------------------------------

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  • 8.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 03:59 PM
    Troy – The best recommendation rule to use for setting up your Inventory default unit of measure is that it should be the unit in which you usually stock an item – but it does not have to be your lowest unit of measure.

    Example: An item may be stocked in lbs but on a BOM we use grams. An item stocked in gallons (paint as an example) and on the BOM we use ounces. In both examples you will have decimal fractions of the Base Unit of Measure in inventory when viewing on hand for feet and Gallons which is how we stock and count the item. Production BOM items having smaller units of measure than stocking units of measure is not uncommon in the chemical industry or food processing.

    The Case/Carton unit of measure is always a good discussion. Example is we manufacture in each with the Item Base Unit of Measure being each. My on hand is 50,000 each but out in the warehouse we only have Cases (when we manufacture the item we put 5,000 each in a Case). We also only sell Cases and not partials. Customers will order each's and not cases. The responsibility to round to full Cases is done by Order Entry – we then have both a minimum order amount (each's in a case) or rounding up to the next case quantity to communicate to the customer. This process of course gets challenging with Web ordering and EDI when the order comes in using each's without a customer service rep communications/converting each to full Cases

    Training your customers to order cases is probably not realistic but having an item number representing a pre-packaged quantity of 48 could be (much like an Assemble to Stock item that would have 48 each's in the kit).

    Best Regards

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    John Grant
    Senior Application Consultant
    Innovia Consulting
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  • 9.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 04:27 PM
    Here is a really good blog article on units of measure in NAV: https://www.archerpoint.com/blog/Posts/considerations-setting-base-unit-measure-dynamics-nav

    ------------------------------
    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Carol Stream IL
    ------------------------------

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  • 10.  RE: Unit of Measure

    GOLD CONTRIBUTOR
    Posted Jul 11, 2019 03:16 PM
    Thank you all for your help. With your help we have been able to get this setup the way we wanted it.

    Troy

    ------------------------------
    Troy Harkness
    Miller Baking Company
    Milwaukee, WI
    ------------------------------

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  • 11.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 11, 2019 05:43 PM
    So, what did you settle on?​

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------

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  • 12.  RE: Unit of Measure

    GOLD CONTRIBUTOR
    Posted Jul 15, 2019 02:38 PM
    Lewis,
    We ended using EA as Base Unit of Measure and Case as Selling Unit of Measure. It did not make our Inventory people happy because of the fractions but it is what it is.

    Thank you all for the Help!
    Troy

    ------------------------------
    Troy Harkness
    Miller Baking Company
    Milwaukee, WI
    ------------------------------

    Conference-BCNAVUG_200x200


  • 13.  RE: Unit of Measure

    GOLD CONTRIBUTOR
    Posted Jul 17, 2019 01:32 PM
    Thank you for the article!

    Troy

    ------------------------------
    Troy Harkness
    Miller Baking Company
    Milwaukee, WI
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    Conference-BCNAVUG_200x200


  • 14.  RE: Unit of Measure

    TOP CONTRIBUTOR
    Posted Jul 17, 2019 03:55 PM
    You're welcome.

    ------------------------------
    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Carol Stream IL
    ------------------------------

    Conference-BCNAVUG_200x200


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