Add/Modify Units of Measure

From the Add/Modify Units of Measure dialog box, you can establish or change the units of measure that you use when ordering and issuing items. Any units of measure that you add become available in the system for use with all items. If these units of measure do not match when you receive or transfer an item into a storeroom, the system looks for a conversion ratio to determine the stocking balance for the storeroom. You can delete a unit of measure only if the system is not using it within a conversion, on a specification template, or on a meter record. You associate the order and issue units to an item when you add the item to a storeroom.

You can access this dialog box from more than one application.

To add a unit of measure:

  1. From your application, display a record.

  2. From the Select Action menu, select Measure Units and Conversions > Add/Modify Units of Measure. The Add/Modify Units of Measure dialog box opens.

  3. Click New Row. The Row Details open.

  4. In the Unit of Measure field, enter a new unit of measure.

  5. In the Abbreviation field, enter an abbreviation for this unit of measure.

Note: If configured to do so, the system uses these abbreviations along with an asset's classification to automatically create descriptions for assets, locations, and items.

  1. In the Description field, enter a description for this unit of measure.

  2. If appropriate, click New Row to specify additional units of measure.

  3. After you add the units of measure, click OK. The Add/Modify Units of Measure dialog box closes. The system adds the units of measure to the database.

 To modify a unit of measure:

  1. From your application, display a record.

  2. From the Select Action menu, select Measure Units and Conversions > Add/Modify Units of Measure. The Add/Modify Units of Measure dialog box opens.

  3. From the list of measure units, click the row you want to edit. The system lists all measure units.

  4. To modify a unit of measure, complete one of the following steps:

  5. Edit the abbreviation and/or the description of the unit of measure.

To cancel a deletion, click Undo Delete .

  1. Click OK. The system saves your changes for the unit of measure to the database. If you deleted a unit of measure, the system removes it from the database.

See Also

About Units of Measure and Conversions

About Item Sets

Add or Modify Conversions