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How to: Set Up Item Units of Measure

You can set up multiple units of measure for an item so that you can assign units of measure to the item for the following purposes:

  • Assign a base unit of measure on the item’s item card to define how it is stored in inventory and to serve as the conversion basis for alternate units of measure.

  • Assign alternate units of measure to purchase, production, or sales documents to specify how many units of the base unit of measure you handle at a time in those processes. For example, you may buy the item on pallets and only use single pieces in your production.

To set up a unit of measure

  1. In the Search box, enter Items, and then choose the related link.

  2. Open the card of the item for which you want to set up alternate units of measure.

  3. On the Navigate tab, in the Item group, choose the Units of Measure button. The Item Units of Measure window opens.

    If the Base Unit of Measure field on the item card is filled, then that unit of measure is already set up.

  4. On the Home tab, in the New group, choose New. A new empty line is inserted.

  5. In the Code field, enter the name of the unit of measure. Alternatively, choose the field to select from the unit of measure codes that are in the database.

  6. In the Qty. per Unit of Measure field, enter how many units of the base unit of measure the new unit of measure contains.

    You can enter a decimal number greater than or smaller than 1. For examples of the effect of this field, see the Qty. per Unit of Measure field.

  7. Repeat steps 4 through 6 to set up all the alternate units of measure that you want to use in different processes for this item.

You can now use the alternate units of measure on purchase, production, and sales documents. For more information, see How to: Enter Default Units of Measure Codes for Purchase Transactions and Sales Transactions or How to: Use the Manufacturing Batch Unit of Measure.

See Also

Tasks

How to: Set Up Unit of Measure Translations

Reference

Base Unit of Measure

Other Resources

Item Units of Measure
Qty. per Unit of Measure
Unit of Measure Translation