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How to enable the Unit of Measure ( UOM ) option ( to insert converted price per x on line item )

Author: Steve Childs Reference Number: AA-01878 Created: 2012-04-04 23:33 Last Updated: 2012-04-05 07:33 0 Rating/ Voters

OneSource provides a way to quickly calculate and insert (in a Quotation, Sales Order, or Invoice line item description) the price of an item displayed in a different price per X.  For instance:  If the unit (List/Retail) price of an item is $1.95, and if you wanted to have OneSource calculate and insert the price per 100 items, you would need to follow the instructions below to set the item up:

  • In the Company Setup, click on the Inventory tab, locate the UOM List Activation Method, and select Auto-Pop-up.
  • Next, press F10 and open the item record that you would like to price per 100.
  • Next, click on the Product Details tab.
  • Now click on the Magnifying glass button on the right side of the Item Unit of Measure field.
  • If you wanted to calculate and display the item Per 100 item you would enter these values:
    • UOM Description:  Per 100 (or C or Per/C or however you wanted to display it on the Line Item)
    • Quantity: 100
    • Sort: 1 (if you have more than 1 UOM conversion, you can control the sort order based on the number you enter here)
    • Active: Check the Active checkbox
  • Now create a new Sales Order, enter the item number and tab to the Description field.  You will notice that a pop up box will appear wherever your mouse is pointing.  If desired, click on the Per Per X of your choice to have to automatically inserted into the Item Description (to help clarify to the customer the price per x).