How the Calculation for Unit of Measure Conversion Works


CO

SFC

EST

Solution ID = KB-649

Goal : How the Calculation for Unit of Measure Conversion Works

Version = All Version

Module : SLMFG

Fact 1 : INV

Fact 2 : PO

Symptom 1 : Calculation for Unit of Measure Conversion

Symptom 2 : Unit of Measure Conversion

Database : Progress, SQL

Cause

The reciprocal of the conversion is automatically created in SyteLine 7.

Fix

Unit of Measure conversions can be set up at the Global, Item, Vendor or Customer level.

For customer order and purchase order line transactions, SyteLine checks first for a Customer/Item or Vendor/Item cross reference and defaults to that unit of measure. The next level to be checked is the Item level. If it exists, this default would be used. Finally, if these previous two levels do not exist, the Global level setting would be used as the default. If there is no Global setting, it would default to the Item's Base Unit of Measure.  For transactions within Estimating and Jobs, a similar hierarchy is used, except that the item level default will not be used.

Starting in Syteline 4, the unit of measure conversion factor field has been increased to 10 decimal places to minimize rounding problems that can occur with unit of measure conversions.

When an item is added to item maintenance with a base unit of measure, special care should be used to set up the unit of measure conversion factors. Syteline will always use the conversion factor for the unit of measure conversion where the base unit of measure matches the item maintenance unit of measure. This can cause differences in quantity calculations.

For example:

1)  Item A is added to item maintenance with a unit of measure of MIM and the following unit of measure conversion is set up.

Base U/M:  MIM
Converted U/M:  MSI
Conversion factor:  0.0125423304

A customer order is added ordering 376 of Item A. The converted quantity which the user does not see is 376 divided by .0125423304 = 29,978.4799163

2) If Item A had been added to item maintenance with a unit of Measure of MSI it would have used the conversion reciprocal which was created when the first conversion was set up.

Base U/M:  MSI
Converted U/M:  MIM
Conversion factor:  79.73

A customer order is added ordering 376 of Item A. The converted quantity which the user does not see is 376 multiplied by 79.73 = 29,978.48.

You may need to create a Customer / Item Cross Reference to tell Syteline that there is a different unit of measure used by this customer than that on the Item Maintenance.
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