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How to manage Multiple UOM

Bulbgraph.png   This feature is available starting from 3.0PR17Q1.

Contents

Alternative Unit of Measure Management

Introduction

The purpose of this project is to enable the ability to manage transactions in an unlimited number of alternative unit of measures defined by products.

The Alternative Unit of Measure is present into the following flows:

Related documentation

how to manage alternative UOM

Configuration

To enable Alternative Unit of Measure (AUM) project in an Openbravo instance is necessary define a preference with Property field equal "Enable UOM Management" and Value field equal "Y".

This preference has to be defined at system level. The fields Module, Visible at Client, Visible at Organization, Visible at User, Visible at Role and Window should be empty, as shown in the following image.


Preference window

Full descriptions of how add a new preference is available in the Preference.

Adding AUM to a product

After the "Enable UOM Management" preference have been added, it is necessary to configure the Product.

In order to do so, go to Product Window and select the Product for which the AUM (Alternate Unit of Measure) will be added. Check that "Alternative UOM" Tab appears.


AUM tab under Product window

Alternative UOM tab

Definition: Units defined in this tab represents the units that are permitted in the bussines flows of Sales, Purchase or Logistic. Conversions that refer to a universal UOM conversion, like kg to g (defind in the Unit of Measure window), can be added here so that it can be used in the business flows indicated, but the conversion-rate cannot be changed.


AltUOM AlternativeUOMtab.jpg

Fields to note:

When defining an Alternate Unit of Measure, if there is a conversion defined in the Universal Unit of Measure window between the Base UOM of the product and the one being defined, the conversion rate is set with the value of the conversion found, and it will not be possible to change it. Only Alternate Unit of Measure having no conversion defined against the Base UOM of the product, will be allowed to change the conversion rate.

Working with the AUM into the implicated flows

Several Windows and processes have been modified in order to support this new functionality. In general, in all of them there were two fields to work with the quantities of the selected Product, Quantity and UOM.

With this new functionality, two new fields are introduced, Quantity in Alternative UOM and Alternative UOM.

If the functionality is enabled, the old fields are visible, but not editable, and the user must work with the new ones. If the functionality is disabled, the new fields are not visible and the user works with the old ones.

When one product is selected the Alternative UOM field is filled with the value of the AUM defined as primary for the functional flow if exits or with the BUM (Base Unit of Measure) of the product in other case.

The value introduced in the Quantity in Alternative UOM field is converted, based in the corresponding conversion rate between the AUM and BUM, and the result is the value of the old Quantity field.

The UOM field is filled with the Base Unit of Measure of the Product always.


Sales Order with AUM fields

Sales flow

The Windows modified in the Sales flow to support this functionality are:

Also, all the processes that are involved in this Windows have been modified, like the Create From another Document functionality.


Lines of a Sales Invoice with AUM fields

Purchase flow

The Windows modified in the Purchase flow to support this functionality are:

Also, all the processes that are involved in this Windows have been modified, like the Create From another Document functionality


Lines of a Purchase Order with AUM fields

Return Material flow

The Windows modified in the Return Material flow to support this functionality are:

Also, all the processes that are involved in this Windows have been modified, like the Pick and Edit in the Documents


Return From Customer Pick and Edit window with AUM fields

Reports

The following Reports have been modified to support this new functionality

Sales Order Report with AUM fields

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