Process/steps for UOM and/or conversion changes

Does anyone have a process or list of steps required when changing a UOM or UOM conversion? We are on Lawson 9.0.1. We operate our own distribution center and have 4 physical hospital facilities. We are also on ParEx at some of the facilities. Any tips/suggestions would be greatly appreciated.

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Comments

jon-athey

There are several places the UOM can live that may need to be checked besides IC11 of course. IC12 (Reorder Tab), PO13, PO25.6 if on contract, PO15 (Templates), IC81 (Par Locations), also be aware of any open PO lines that might have the old UOM.

If I'm going to completely replace a UOM because the vendor has changed their sell UOM from BX to CA and BX is my only UOM for this item, and nothing else is changing (units per CA, pricing, etc.), first I clear the Buy UOM and Price UOM fields in PO13, if populated (usually not populated if there's only one UOM).

Then add CA to IC11 but at this point don't change any of the flags for the BX UOM, just make CA a secondary UOM for transactions and buying.

Then change the UOM on the agreement line to CA (we don't use Lawson Contracts so I don't know if there are any other steps needed for this).

Then change the UOM on any templates and par locations to CA.

Then change the Transaction Default UOM and Default Source UOM on the IC12 reorder tab, if populated (again, usually not populated if there's only one UOM).

Now you can change the stock UOM to CA and change the flags for CA on the UOM tab and remove BX altogether, all in one click of the Change button.

0912140849182145.pdf

Stace Webley

Hey, Jon - What would happen if you have SOH? Would you have to deplete SOH and then change? Or is that only if you are changing the multiplier?

unknown

What about QOH?

unknown

This is a checklist I came up for myself if we had SOH and/or needed to break down from a single UOM to multiple. You have to do less steps of course if it is not inventory.

jon-athey

If the item is inventory tracked and there's SOH it will need to be adjusted out prior to making changes then adjusted back in after. This is for replacing the UOM at the stock UOM level. If you're just replacing the buy UOM but you have the stock UOM at EA and that's not changing you don't have to worry about SOH. Also, in this instance, if the templates and pars are set up with EA they won't need to be changed. And on the IC12 reorder tab, only the Default Source UOM field will need to be changed, if used.

dechevar

Here's a fact sheet I found in the knowledge base.

jon-athey

I forgot about the inactivate UOM function. It's probably better to inactivate than remove completely.

Stace Webley

What version is that available on?

jon-athey

Not sure. We're on Apps v. 9.0.12 but I think the inactivate function was available to us when we were on 9.0.4.

Stace Webley

Would you mind sending a screen print of IC11.1 that shows that functionality?

jon-athey

There's a screen print in the fact sheet that was posted.

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