When an item is purchased, it will frequently be purchased
in case lots or other packaging unit larger than the unit
used for sales. When an item is sold, the sale could be reflected
in many different configurations. This enhancement will provide
for essentially unlimited numbers of combinations for these
conversions. When a sale is entered the unit of pack is selected
for the sale. The conversions are automatic and easy to understand.
File Maintenance
Inventory Items
Inventory Item maintenance has been changed to provide maintenance
of the units of measure. The prompt at the bottom of the inventory
maintenance screen includes a new choice to maintain the units
of measure for that item.
The new information determines how the new unit of measure
compares to previously entered units, and the standard unit.
Room for a description of the unit and a conversion factor,
is provided.
This process permits editing of the unit of measure fields
until they are acceptable. The conversion factor determines
how the particular unit of measure relates to the standard
unit.
Transactions
Entering invoices, sales orders and purchase orders proceeds
as usual, i.e. select customer, etc. This utility is activated
when the cursor reaches the "Unit of Measure (U/M)" field
in the detailed entry screen. Depending on the circumstances,
several options are possible.
Entry of an item with only one unit of measure is processed
in the normal manner. The unit of measure will not be displayed
since no selection is necessary. When an item is sold for
which the units of measure have been defined, a window will
pop up to select a proper unit of measure.
Presence of the unit of measure display is an indication
that more than one unit of measure is available. To view the
other units of measure, enter a "?" in the unit of measure
field and the pop up selection will be provided.
An overlay screen displays all the existing units of measure,
and provides the opportunity to select the unit desired.