Projects/Multiple UOM Management/Technical Document

Multiple UOM Management - Technical Specification

Overview

The goal of this project is to allow Openbravo to work with Multiple Units of Measure. The system will store the Inventory of the Products in a Base Unit of Measure (defined for each Product) while being able to operate in different Units of Measure.

Technical design

To achieve this it is necessary to:

• Define the Base Unit of Measure (BUM) for each Product.
• Define the AUM (Alternate Units of Measure) that each Product can operate with
  • Define the conversion Rate between the AUM and the BUM for this Product
  • Define in which functional flows this AUM can be used.
    • Define if this AUM is the default AUM for a flow, if it can be used or if is not allowed
• Modify existing documents/processes to allow them to use this new configuration
  • While creating a Document Line, the user should see 4 fields: Operative quantity, Operative Unit of Measure (the AUM), Base quantity and Base Unit of Measure (the BUM)
  • The user will work with the Operative Unit of Measure, while the Base Unit of Measure will be automatically updated and it will be not editable.
  • Operative Unit of Measure will be defaulted based on the configuration of the AUM of the Product
  • Processes must be modified to take into account this change.
• Modify existing Reports to use this new configuration
• The previous functionality must work for the users that do not want to use the new one

Phase 0 - Adapt Sales and Purchase Flows

First, it is necessary to create a new Tab below Product Window to allow to define AUM's.

Then, adapt the following Windows and processes associated to them to use this new functionality:

• Requisition
• Requisition Management
• Purchase Order
• Goods Receipt
• Purchase Invoice
• Sales Quotation
• Sales Order
• Goods Shipment
• Sales Invoice

For each one of them it is necessary to:

• Create two new columns/fields: Quantity in Alternative UOM and Alternative UOM
• Adapt the window to show/hide this fields based on a preference
• Adapt the underlying processes to use this new fields.

List of reports adapted to use this new functionality:

• Discount Invoice Report
• Sales Order Report
• Invoiced Sales Order Report
• Delivered Sales Order Report
• Shipment Report
• Invoice Detail
• Customer Invoice Report
• Purchase Order Report