Set up Purchasing UoM

Question:

I buy an item in one unit of measure, but track my inventory in a different unit. For example, I buy in gallons but use ounces on my Bills of Materials. What is the best way to handle this?

Answer:

This can be done using a Purchasing Unit of Measure. Here is how you can set that up:

1. Got Inventory>Item Master Data and find your item
2. Open the Inventory Data tab
3. In the "UoM Name" field, enter the Unit that you are going to use for Inventory tracking
   
4. Open the Purchasing Data tab
5. Enter the Unit you use for Purchasing in the "Purchasing UoM Name" field
6. Enter your conversion factor in the "Items per Purchase Unit" field
   
7. Click "Update" to save your changes

After making these changes, you can create Purchasing documents using the same unit that you vendor uses and the system will automatically break it down into your Inventory unit of measure.

Tip: You can use Form Settings to make the "Qty(Inventory UoM)" field visible on Purchasing documents to confirm that your conversion is working.