Add/Modify Conversions

From the Add/Modify Conversions dialog box, you can define or change the conversion ratio between measure units. Conversion refers to the ratio of one unit of measure to another. For example, if you convert from a measure unit of BOX to a measure unit of EACH, and 12 of each unit comes with a box and you issue them in singles, the conversion factor is 12.

The system uses conversions when items are received or transferred into a storeroom. The system compares both the order and issue units when you receive an item into a storeroom, and compares only the issue units when you transfer an item into a storeroom. If the units of measure do not match, the system looks for a conversion ratio to determine the stocking balance for the storeroom. You must define the units of measure before defining conversion ratios for them.

You can choose to associate a conversion with a specific item, if needed. You can delete a conversion ratio. If later you need the conversion ratio for a transaction, you cannot complete the transaction without specifying another conversion ratio for that transaction or creating a new one using the Add/Modify Conversions action.

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

To add conversion ratios:

  1. From your application, display a record.

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

  3. Click New Row. The Row Details open.

  4. In the From Unit of Measure field, enter a value or click Select Value to retrieve a unit of measure.

  5. In the To Unit of Measure field, enter a value or click Select Value to retrieve a unit of measure.

  6. In the Conversion Factor field, enter the conversion ratio to use when converting from one unit of measure to the other.

  7. If appropriate, associate the conversion to a specific item. In the Item field,  enter a value or click Select Value to retrieve the item number you want to associate with this conversion.

  8. If appropriate, click New Row to specify additional conversion ratios.

  9. After you add the conversions, click OK. The Add/Modify Conversions dialog box closes and the system adds the conversion ratios to the item set.

To modify conversion ratios:

  1. From your application, display a record.

  2. From the Select Action menu, select Measure Units and Conversions > Add/Modify Conversions. The Add/Modify Conversions dialog box opens, showing a list of the conversion ratios available within this item set.

  3. To modify a conversion, do one of the following:

  4. Click the row you want to edit and modify the conversion factor.

To cancel a deletion, click Undo Delete .

  1. Click OK. The Add/Modify Conversions dialog box closes. The system saves the changes that you made to the conversion ratios.

See Also

About Measure Units and Conversions

About Item Sets

Add or Modify Units of Measure