Set Up Dual Units of Measure

  • Last Created On Jan 07, 2022
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Set up dual units of measure so you can order, price, manufacture, receive, pick, pack, and ship an item in the primary UOM but price it in the secondary UOM.

Assume you're in the Fresh Fish 4 U organization, and you're a fishmonger who sells an item named Sushi Tuna. You capture tuna in the open ocean and bring them to port every day, where you sell the whole fish to your favorite restaurateur, Fancy Fish. You price it by pound, not by each fish, so you need to price it in the secondary unit of measure. Sushi Tuna is a good candidate for dual units of measure because a tuna naturally varies in size, you typically sell each tuna as one fish each, but you price it by weight. You sell each tuna fish for a different amount because each one has a unique weight. You need to track the item in the primary and secondary UOM throughout the order fulfillment lifecycle.

Summary of the Setup

  1. Create the item.

  2. Manage the conversion.

  3. Set up pricing.

  4. Do other setups.

  5. Test your setup.

  6. Manage inventory.

Look at an illustration of this set up. For details, see Track Items in More Than One Unit of Measure.

Each work area that you use in this procedure requires you to have a different set of privileges. For details, see Privileges That You Need to Implement Order Management.

Create the Item

  1. Go to the Product Information Management work area, then click Tasks > Create Item.

    You must create a new item. You can't add dual units of measure to an item that already exists.

  2. In the Create Item dialog, set the values.


    1. Make sure the Selected List window contains only Finished Goods, then click OK.

    2. On the Create Item page, set the values.

      1. You can't change some of the values that you set in the Unit of Measure area after you save, so make sure you set them correctly.

      2. Click Specifications > Manufacturing, then set the value.

        1. Click Save > Save and Close.

        How to Set the Defaulting Control

        If you set the Defaulting Control attribute to Default or No Default, then you can specify a deviation factor.

        Variations sometime happen during fulfillment, particularly with product that varies in weight, such as fish, or your product contains water, the water evaporates over time, which results in less weight. Your user might need to change the quantity on the pick slip to reflect the actual quantity picked. If you set Defaulting Control to Default, then you can use the deviation factor attributes to specify the percent that you will allow your user to set for the Secondary Picked Quantity on the pick slip.

        Assume you set up a conversion between the primary Each unit of measure and the secondary Pounds unit of measure as 1 Each equals 10 Pounds, and you then set these values.

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