DC1 provides the following types of units. All are preloaded in the Work with system unit types file. The Stock unit and Stock count unit are the only two required units in the system and are preloaded with the flag set as such in the Work with system unit types file. See Setting up units for instructions.
Type of unit | Description | |
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Stock unit | Required unit. This is the unit in which you store stock. In the purchase and sales cycle, (when receiving and picking quantities), the system will allow quantities that cannot be converted to complete stock units if the following conditions are met:
Rounding will take place using the number of decimals from the stock unit, and a validation will take place to check that the rounding does not result in quantity zero. Classic examples are when something is purchased in inches/yards but stocked and sold in meters. In the paper industry paper can be stocked in sheets but purchased and/or sold in tonnes. This can not be done without accepting incomplete stock units. |
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Stock count unit | Required unit. The unit typically used during stock take. When you print the stock quantities the system retrieves those in stock count unit, but when you report quantities you can use any registered unit. | |
Default sales unit | The default sales unit is typically automatically retrieved to the order line if you do not manually enter a unit. (You can, however, change to any other unit defined for the item). If no default sales unit exists in the system, you have to manually enter a unit on the order line and can use any unit defined for the item.
Exception: |
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Default purchase unit | This unit is used when you create Item/Supplier records in the Item file (Supplier information panel). The default purchase unit you register in the Item file, System units panel will default there. It is also used when you create purchase order lines, i.e. registering an item that is not defined for the supplier in the Item/Supplier file. The lines will receive the default purchase unit. | |
Cost unit | Typically used in businesses where you want to more accurately calculate the cost of an item. In some industries it is common to stock, produce and/or sell/issue very inexpensive items that either are not included in the costing routine or the rounding of the cost is difficult to determine. Using the cost unit handling you can accurately calculate the cost of using/producing this type of item.
Cost unit handling is optional. If you choose to set up this functionality for your item(s), the cost unit will be displayed in all places where the cost price is displayed. When calculating the stock value the following depicts an example. Example: If the cost price is defined for 100 pieces, the cost unit conversion factor should be 100. For calculation of e.g., stock value, the value is calculated as follows:
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Default sales price unit | Price unit handling is typically used when you want to price your items in a different unit than the sales unit. If you let the system automatically price the order line, the price of the item will be presented in the Price unit from where the price is retrieved (e.g., Customer contract, Price list, Sales pricing method). If the user prices the order line manually, the search for the price unit varies depending on the Pricing unit set-up. See About price unit handling for more information.
In conjunction with Price unit handling, the possibility exists to change the price unit quantity should the need arise during pick list confirmation or sales order entry (if the order line is without pick list) if the CTCH-WGT (Catch weight handling) function is activated in the Function control file and the Item/Sales unit has been set up for Catch weight handling. Catch weight handling for sales order lines is only applicable if the following is true:
Note: Catch weight handling is not applicable for items included in a structure with sales price calculation code 1 or 3 since this handling is not supported when components sales price is set to zero. See About catch weight handling for price units for more information. |
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Default purchase price unit | Price unit handling is typically used when you want to price your items in a different unit than the purchase unit. If you let the system automatically price the order line, the price of the item will be presented in the Price unit from where the price is retrieved (e.g., Price list, Supplier agreement). If the user prices the order line manually, the search for the price unit varies depending on the Pricing unit set-up. See About price unit handling for more information.
In conjunction with Price unit handling, the possibility exists to change the price unit quantity should the need arise during reception confirmation or purchase order entry (if the order line is a direct reception) if the CTCH-WGT (Catch weight handling) function is activated in the Function control file and the Item/Purchase unit has been set up for Catch weight handling. Catch weight handling for purchase order lines is only applicable if the following is true:
See About catch weight handling for price units for more information. |
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Display/entry unit | This type of unit handling is ideal when you sell items in uneven amounts compared to or according to the stock unit. Partial units can easily be dealt with using decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. You can use this type of unit handling together with delimiters to be able to mix two units in one quantity field. If you choose not to define a delimiter in the DIS control file (the Display/entry delim field), you should at least register your Display/Entry unit for the item with decimal handling. Display/Entry unit type handling is optional and function controlled.
If this functionality is activated, the Display/Entry unit will be visible on all panels where the quantity is normally displayed, by default, in the stock unit. The stock unit will be replaced automatically and presented in the Display/entry unit. See About display/entry unit handling for more information. |