How to: Understanding Purchasing Unit of Measure

Items in MISys are allowed one Stocking Unit of Measure. All transactions will be performed using that Item's Stocking Units.

MISys allows you to define Purchasing Units of Measure for each Supplier that can be used to automatically convert Purchasing Units into Stocking Units at the time you Receive on a given Purchase Order Detail.

Configuring your Unit of Measure Conversion:
There are 3 "layers" where you define your Purchasing Unit of Measure. 

1. The default Purchasing Unit of Measure is defined in Master Files | Items on the Master tab of a given Item. This is located in the middle of the form in the section called Default Units of Measure.

   This is used as a default when a new Qualified Supplier is created for an Item. The Conversion factor (value showing right under Default Unit of Measure) is the number of Stocking Units that would be contained in your Purchasing Unit of Measure being referenced.

2. Each Qualified Supplier can then be modified with its own Unit and Conversion Factor.The Purchasing Unit of Measure defined for each Qualified Supplier is used as the default whenever this Item is added to a Purchase Order (for this Supplier). 

3. The Unit of Measure conversion defined on each Purchase Order Detail will be used to drive the update to that Item's Stock Quantity when the PO Detail is Received. The Conversion Factor can be overridden here as well as at the Qualified Supplier "layer".

It is ultimately the Unit of Measure conversion defined on a Purchase Order Detail that drives how MISys updates the Stock Quantity during the Receive transaction.