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:

1. Open the Input UoM Group window, populate and view existing data.
2. Select New to create a new input UoM Group.
3. In the Input UoM Group ID field, enter a unique code to identify the group.
4. Enter a description of the group in the Input UoM Group Description field.
5. 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:

5. In the upper table, create a new line.
6. Select an input UoM from the list of values or enter an input unit specially created by you.
   
   Note: Upon saving this record at Step 12., the Unit Code check box will automatically be selected, if the input UoM is already available in Application Services.
7. 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.
8. 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.
9. 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:
10. 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
11. 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.
12. In the Rounding Decimals field enter the number of decimals used when calculating the inventory quantity from the input quantity.
13. 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.
14. Save the record.

If the formula items are of type Variable, the lower table will be filled with details upon saving the record:

13. In the Value field, enter the value of the variable.
14. Save the record.