Unit
Unit holds the units of measure: pieces, kilograms, boxes, hours. Each unit says how many decimals its quantities keep.
What it is for
Units are picked on items, their purchase and sales units and on many documents.
Rounding Precision is the one setting the system acts on: when a quantity entered in another unit is converted into an item’s inventory unit, the result is rounded to the inventory unit’s precision. A unit for whole pieces should have 0; a unit for kilograms, 3.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Unit | The code that identifies the unit. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the unit, shown next to the code wherever it is picked. | Required. |
| Block | Stops the unit from being used. | Tick to block. A blocked record drops out of the pick lists other screens use. |
Basic Data
| Field | What it means | What to put |
|---|---|---|
| Unit Class | The kind of quantity: length, weight, time… | Optional. Pick from the list. |
| Base Unit | Marks the base unit of its class. | Nothing reads it today. |
| Rounding Precision | How many decimals quantities in this unit keep. | A whole number, such as 0, 2 or 3. |
| Required In Real Estate | Meant to offer the unit on real estate screens. | Nothing reads it today. |
| Required In Plant Maintenance | Meant to offer the unit on plant maintenance screens. | Nothing reads it today. |
| Required In Plant Maintenance Strategy Unit | Marks a unit used by plant maintenance strategies. | Read by plant maintenance only. |
General
General tab, second grid: for digital invoicing, the unit code the tax authority expects, per HS code. HS Code is required on each line and may appear only once.
| Column | What it means | What to put |
|---|---|---|
| HS Code | An HS code (the customs tariff code of a product). | Optional. |
| Unit Authority Code | The unit code the tax authority expects for goods of that HS code (for digital invoicing, FBR in Pakistan). | Optional. |
How to configure it
Set Rounding Precision before stock moves. The Unit Class list is fixed. Conversions between units for an item are set on the item, in Products and manufacturing; a general conversion table is on Unit Conversation.
What it is connected to
- Picked on Asset Master, Project Billing, Project Contract, Project Estimation, Project Quotation in Assets and projects.
- Picked on these company setup screens: Category, Company.
- Picked on Opportunity, Subscription Agreement, Subscription Services in CRM and expenses.
- Picked on Inspection Instruments, Inventory Reconciliation, Inventory Reservation in Inventory.
- Picked on Vendor Invoice, Vendor Invoice Memo in Payables.
- Picked on Item, Item In Legal Entity, Manufacture Operation Confirmation, Manufacture Order Confirmation, Release Item In Legal Entity in Products and manufacturing.
- Picked on Procurement Category in Purchasing.
- Picked on Pricing Profile, Real Estate Unit in Real estate and rental.
- Picked on Opportunity, Sale Category in Sales.
- Picked on Maintenance Notification, Maintenance Order, Maintenance Order Confirmation, Maintenance Plan - Measuring Based, Maintenance Plan - Time Based, Maintenance Strategy, Notification Request, Operation, Resource Reading Setup, Service Agreement, Service Object Movement, Service Object Reading Setup and others in Service and maintenance.
- Picked on Adjustment in Warehouse.
- Set up a new company - units come before items.
- Plan to produce - the manufacturing process, where quantities are planned and confirmed in these units.
If something looks wrong
- “Line ID - … HS Code cannot be empty” A line on the HS code grid has no HS Code.
- “Line ID: … HScode is duplicated with Line ID: …” The same HS code is on two lines.
- A converted quantity shows more decimals than wanted, or loses decimals. Check Rounding Precision on the item’s inventory unit.