Summary

Unit types are attached to IC inventory items and are used to describe the type of units that are being purchased. For example, if a product is purchased or counted by the case, create a unit type labeled CASE.

The unit types can then be used to ensure that inventory items that are counted in groups, such as cases or palettes, are counted correctly. Also, when purchase orders are received (PO> Receiving), the receiving department will know how to receive the items. This applies even if you do not receive purchase orders in the PO module because the unit type displays on the printed version of the PO under the U/M column.

Step by Step

1     Open the Units Maintenance window.

• Open the Units Maintenance window (IC> Maintenance> Units).
• The Units Maintenance window is used to maintain units in the IC module only. In order to maintain units in other modules, you will need to access the Units Maintenance window from those modules.
• Select a unit type in the left section of the window and the fields in the Maintenance section will update with the information attached to the selected unit type.
• Right click on the unit types in the left section of the window and select Export grid contents to Excel if you would like to create an MS Excel spreadsheet of the unit types in the window.
• Highlight a unit type and click the Delete icon or press DELETE to delete the selected unit type. This will open a confirmation information box.
  • There is no validation on this procedure, so you can delete a unit type that is attached to an inventory item.
• Press INSERT or click the Create icon if you would like to create a new record. This will create a new line item in the left section of the window.

2     Create a new Unit Type.

• The Unit Type field is used to enter the unit type code. This is the value that will display in the Unit Type drop-down menu when you are attaching the unit type to a record. For example, enter EA if you would like to create a unit type for individual units.
  • The value in the Unit Type field can be up to 10 alphanumeric characters long.
  • The Unit Type and System combination must be unique. For example, you can have a unit type of EA in the IC and FA modules, but you cannot have two EA unit types in the IC module. You will get a validation error if the Unit Type is not unique within the system.
• The Multiplier field allows you to specify a multiplier value for an individual unit. For example, an inventory item that is counted individually but is stored 12 units to a box could have a unit type of BOX12 and a multiplier of 12.
• The Description field is used to enter a description of the unit type. This field can be up to 128 characters long.
• Press ENTER or click the Save icon to save the unit type.