infor.com
concierge
infor u
developer portal
Home
Groups
Lawson - Supply Chain Management Customer Community [READ ONLY]
Process/steps for UOM and/or conversion changes
unknown
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.
Find more posts tagged with
Infor Lawson Supply Chain Management - Discussion
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.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Groups
Help
Popular Tags
Infor Lawson Human Resources Group - Discussion
Infor Lawson Technology Group - Discussion
General Discussions
VISUAL - Enterprise General Discussions
Infor Lawson Supply Chain Management - Discussion
Process Automation (IPA) - General Discussions
Pegasus - Partner General Discussions
Infor Lawson Supply Chain Group - Discussion
Infor Lawson Financials Group - Discussion
Infor EPM Discussions