Managing Units of Measurement & Conversion for Purchasing / Selling Parts
Sections
• Defining the Default Unit of Measurement
• Purchasing & Receiving for Stock
• Ordering
EBIS 5 Path: Used for Unit of Measurement & Weight (Unit)
⚙ Config > Admin > Lists > Parts > Unit of Measure
Defining the Default Unit of Measurement (UOM)
When choosing the default unit of measurement within a Master Part record you must take into consideration the lowest unit of measurement / value at which you would sell that part on a Work Order or Over the Counter sale, Instead of the unit of measurement / value that you would purchase that part at from a vendor or supplier which are typically larger amounts / bulk packaging / orders.
Example :
Turbine Oil is most likely sold per ✔ Quart (QT) / ✔ Liter (L), not ✘ Gallon (GAL) / ✘ Case (CS) / or ✘ Drum (DR)
Purchasing & Receiving for Stock
When "Stock" is selected as the Destination Type for a part on a Purchase Order, during the receiving process EBIS allows you to Convert the Quantity from the Unit of Measurement selected on the PO to the default UOM. This process ensures cost stays accurate when there is a variance between the default Unit of Measurement & the Unit of Measurement selected on the PO.
Ordering with a Different Unit of Measure
Steps:
1. Select the Part
(Example: 2380)
2. Update Cost per Unit of Measure
(Example: $695 / Case)
3. Update unit of Measurement from the Default to the one defined by Vendor / Supplier
(Example: Updated UOM from QT to CASE)
4. Ensure Destination Type Selected is "Stock" & then choose the applicable Stock Room
Receiving with a Different Unit of Measure
⚠ Destination Type for the part must be "Stock" for the Unit Conversion process below
Steps:
1. Select the Radio Checkbox next to the Select Destinations to Receive
2. The Receive as Different Unit of Measure Window will expand
3. Convert Qty - Toggled on by Default, if you do not want to convert the Quantity UOM then skip the next steps.
4. Ordered P/O Qty @ Cost - Updated with Main Infor Part Cost and Qty Received / Ordered
5. Convert to Unit - The Default UOM will display , no need to change it.
6. Individual Qty in P/O Qty - Input the total individual count
Example: 24 Quarts/ Case, 24 * 2 = 48 Individual Quarts
7. Unit Cost - Calculated Automatically
Calculation = (Part Cost Per Quantity (Main Info) * Qty to Process) / Individual Qty in P/O Qty
Example : $695 * 2 / 48 = $28.96
8. Qty within (1) QT - Quantity to Process from PO
Example : 2
9. Converted Qty (QT) to Receive - Calculated Automatically
Calculation = Qty to Process from PO * Quantity per selected UOM
Example : 2 * 24 = 48
10. Cost per (1) QT - Calculated Automatically
Calculation = (Unit Cost * Qty to Process) / Individual Qty in P/O Qty
Example : ($695 * 2) / 48 = $28.96
11. Retail Price per (1) QT - Sell Price per Default Unit of Measurement
Example : $35
12. Shipping Costs per (1) QT - Shipping / Freight charge per Default Unit of Measurement
Calculation = Total Shipping or Freight for Part / # of Individual Quantity (Default UOM)
Example : $25 / 48 = $0.52