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Part Uom Conversion

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This function is used to specify and maintain alternate units of measure in which a selected part can be purchased or sold.  You can specify as many alternate units of measure as you wish and the specified conversion will be applied when purchase orders and/or customer orders are placed for the part in one of the alternate units of measure.

 

The conversion is always stated as a ratio of 1:X or X:1, for example, 1 drum = 25 liters or 1000mm = 1 meter.  The conversion record also needs to specify whether the conversion is to be 'forced'.  If 'forced', the purchasing and sales functions will disallow the deviation from the predefined ratio.

 

Where conversion from the parts Base UOM to an Alternate UOM is always a fixed ratio, for example, meter converted to mm or kilogram converted to ton, the conversion ratio would typically be 'forced'.

 

Where the conversion ratio can possibly vary due to manufacturing tolerances, for example, converting a length of steel bar to weight as in 1 meter = 4.25kg, the conversion would typically be non-forced to allow alteration on purchase or customer orders.

 

Note that an adjustment of the ratio on this screen will have no impact on existing purchase and customer order lines and any errors that are rectified will require manual correction of outstanding order lines.

 

INQUIRE

The user must have a security profile linked to the function Part UOM Conversion with an access allowed of Inquire.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Alternate Quantity

This field is enabled when an alternate unit of measure is selected in the "Conversions" list box.

 

It displays the Alternate UOM ratio from the Part UOM Conversion table for the selected part number.

 

If the base unit of measure is (EA - Each) and the alternate unit of measure is (BX - Box), and you can fit 12 units in a box, the part base quantity will be 12 and the alternate quantity will be 1.

 

It can handle 7 digits before and 5 digits after the decimal point (mandatory).

hmtoggle_plus1Alternate Uom

It is populated with the unit of measure code and unit of measure description from the Unit of Measure table where:

 

         The unit of measure code is not equal to the Part Base        UOM code and.

         The UOM Code does not exist for the selected part number.

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

hmtoggle_plus1Change

The user must have a security profile linked to the function Part UOM Conversion with an access allowed of Change.

 

The "Change" button is enabled when a line is selected in the "Linked Conversions" list box or where a part number is selected and there is at least one entry in the list box.

 

When the "Change" button is clicked, the table Part UOM Conversion is updated.

 

BUSINESS RULES WHEN CHANGING:

 

1.The part number cannot be empty.
2.The conversion UOM code cannot be empty.
3.The part base quantity (base UOM ratio) must be greater than or equal to one.
4.The alternate quantity (alternate UOM ratio) must be greater than or equal to one.
hmtoggle_plus1Conversion Display Field

It displays the conversion result.  If "Convert Alternate UOM to Part Base UOM" is selected, the conversion result is obtained by dividing the quantity entered by the conversion factor (calculated as follows):

 

         If base ratio and alternate ratio are entered as 1:X the factor is equal to the alternate ratio.

         If base ratio and alternate ratio are entered as X:1 the factor is equal to one divided by the base ratio.

 

If "Convert Part Base UOM to Alternate UOM" is selected, the conversion result is obtained by multiplying the quantity entered by the conversion factor (that is calculated as follows):

 

         If base ratio and alternate ratio are entered as 1:X the factor is equal to the alternate ratio.

         If base ratio and alternate ratio are entered as X:1 the factor is equal to one divided by the base ratio.

hmtoggle_plus1Convert Alternate Uom To Base Uom

When a line is selected in the list box, the caption changes to show, for the selected part, the Alternate UOM selected.

 

The conversion result is obtained by dividing the quantity entered by the conversion factor (that is calculated as follows):

 

         If base ratio and alternate ratio are entered as 1:X (i.e. 1:12) the factor is equal to the alternate ratio.

 

         If base ratio and alternate ratio are entered as X:1 (i.e. 12:1) the factor is equal to one divided by the base ratio.

hmtoggle_plus1Convert Base Uom To Alternate Uom

The conversion result is obtained by multiplying the quantity entered by the conversion factor (calculated as follows):

 

         If base ratio and alternate ratio are entered as 1:X (i.e. 1:12) the factor is equal to the alternate ratio (12).

 

         If base ratio and alternate ratio are entered as X:1 (i.e. 12:1) the factor is equal to one divided by the base ratio (12).

hmtoggle_plus1Depth

This field is only enabled when a dimension unit of measure is selected and displays the depth of the part in the selected dimension's unit of measure.

hmtoggle_plus1Description

It is a read only field that displays a short narrative description of the selected part.

 

When a part number is selected, the part description from the Part Master table is displayed in this field.

hmtoggle_plus1Dimensions

This frame is used to specify the dimension's unit of measure in length, width and depth.

hmtoggle_plus1Enforce

When checked (Yes) the conversion factor entered for the part number is enforced.  The factor may not be changed on Customer Orders and Purchase Orders.

 

When unchecked, the value of this field is written to the field, force conversion factor on the Part UOM Conversion table.

hmtoggle_plus1Length

This field is only enabled when a dimension unit of measure is selected and displays the length of the part in the selected dimension's unit of measure.

hmtoggle_plus1Link

The user must have a security profile linked to the function Part UOM Conversion with an access allowed of Add.

 

The "Add" button is enabled when an Alternate UOM is selected in the "Alternate UOM" field.

 

Once you have entered the Base and Alternate UOM conversion ratios and clicked the "Add" button, the alternate UOM code and description, conversion ratios and enforce UOM conversion values are added to the list box.

 

The record being added is inserted in the Part UOM Conversion table.

 

BUSINESS RULES WHEN ADDING:

 

1.The part number cannot be empty.
2.The conversion UOM code cannot be empty.
3.The part base quantity (base UOM ratio) must be greater than or equal to one.
4.The alternate quantity (alternate UOM ratio) must be greater than or equal to one.
hmtoggle_plus1Linked Conversion

It displays the alternate UOM code, alternate UOM description, base ratio, alternate ratio, and enforce, for the selected part number.

 

It is populated with the conversion UOM code, description, base UOM ratio, alternate UOM ratio and enforce from the Part UOM Conversion, Part Master and Unit of Measure tables.

hmtoggle_plus1Mass

This field is only enabled when a mass unit of measure is selected and displays the mass of the part in the selected mass unit of measure.

hmtoggle_plus1Maximum Uom Conversion Tolerance Percentage

This field populates from the Part UOM Conversion table.  For an Order line if a UOM conversion record exists, the over and under receipt quantity allowed will be checked against the percentage specified in this field. The Quantity Ordered will be compared with the Contractual Quantity Ordered (Quantity Converted) to verify if the percentage is not exceeded.

 

This field will enable when the conversion is not set to Enforce .  Valid values are between are 0% en 100%.

hmtoggle_plus1Part Base Quantity

This field is enabled when an alternate unit of measure is selected in the "Conversions" list box.

 

It displays the Base UOM ratio from the Part UOM Conversion table for the selected part number.

 

If the base unit of measure is (EA - Each) and the alternate unit of measure is (BX - Box), and 12 units can fit in a box, the part base quantity will be 12.

 

It can handle 7 digits before and 5 digits after the decimal point (mandatory).

hmtoggle_plus1Part Base Uom

It is a read only field that displays the part's unit of measure description.

 

When a part number is selected, the part's unit of measure description is displayed in this field from the Unit of Measure table.  

hmtoggle_plus1Part Number

It is populated with the part number and the description from the Part Master table.

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

 

If the " Conversion" button is clicked, on the Part Master , this field will display the same part number as selected on the Part Master screen.

hmtoggle_plus1Quantity

This field defaults to 1.00000. This field can handle 15 digits before and 3 digits after the decimal point.

 

When the quantity is changed, the Conversion result is immediately recalculated.

hmtoggle_plus1Simulate Conversion

This frame is enabled when a line is selected in the "Conversion" list box or where a part number is selected and there is at least one entry in the "Conversion" list box.

hmtoggle_plus1Unit of Measure

This field is populated with the part uom conversion dimensions from the Column Values table.

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (optional).

hmtoggle_plus1Unlink

The user must have a security profile linked to the function Part UOM Conversion with an access allowed of Delete.

 

The "Remove" button is enabled when a line is selected in the list box, a part number is selected in the "Part Number" field and there is at least one entry in the list box.

 

When the "Remove" button is clicked, the selected line is removed from the list box and deleted from the Part UOM Conversion table where:

 

The part number is equal to the selected part number, and The conversion UOM code is equal to the alternate UOM selected.

hmtoggle_plus1Unlink All

The user must have a security profile linked to the function Part UOM Conversion with an access allowed of Delete.

 

The "Remove All" button is enabled when part number is selected and there is at least one entry in the list box.  When the "Remove All" button is clicked, all the lines in the list box are removed and deleted from the Part UOM Conversion table.

hmtoggle_plus1Volume

This field is only enabled when a volume unit of measure is selected and displays the volume of the part in the selected volume's unit of measure.

hmtoggle_plus1Width

This field is only enabled when a dimension unit of measure is selected and displays the width of the part in the selected dimension's unit of measure.