The procedure to define unit of measurement translations for a supplier record is as follows:
- Navigate to Quick Menu > Purchasing > Configuration > Suppliers. The Suppliers window is displayed.
- Expand a parent supplier heading and select the desired supplier record from the hierarchical list, or type its name into the Search for Suppliers field. By default the list is filtered to show Current suppliers. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on UoMs. The UoMs (Unit of Measurements) tab is activated.
- Click on Add Supplier UoM. The Add UoM for Supplier window is displayed.
- Enter the Supplier UoM code into the field provided i.e. the specific unit of measurement syntax adopted by the supplier and quoted in their catalogue.
- Using the Map to our UoM drop-down field, select the desired parameter value to capture the translated unit of measurement e.g. Box (100), Packet (50), Reel (100m), etc. 2.
- Use the Comments field to add contextual information describing the relationship between the mapped units of measurement.
- Choose an Effective from date for this unit of measurement translation mapping i.e. the date on which it came into effect 3.
- Choose an Effective to date if the unit of measurement translation mapping is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the specific relationship will remain in perpetuity.
- Click on Save. The unit of measurement translation entry is displayed in the Supplier UoMs summary table.
Note
1 The Search for Suppliers field will match against any element of the supplier name.
2 These custom values can be populated by the end user via the system parameter entitled Unit of Measure.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Purchasing supply chain maintenance overview
To create a new supplier record
To define a general lookup parameter value
