Discussion

Difference between revisions of "Unit of Measure"

 
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−
== Unit of Measure ==
+
<div style="text-align: center;">
 +
[[Maintenance]] | [[Item Master]]
 +
</div>
 +
==Unit of Measure==
 
This maintenance screen allows the user to configure and add Unit of measure on the items.
 
This maintenance screen allows the user to configure and add Unit of measure on the items.
  
−
===== Unit of Measure Record List =====
+
=====Unit of Measure Record List=====
−
[[File:Unit of Measure Record List.png|center|thumb|Unit of Measure Record List]]
+
[[File:Maintenance - Unit of Measure - Record List.png|border|center|1500x1500px]]
  
−
===== Adding Unit of Measure =====
+
 
−
[[File:Adding Unit of Measure.png|center|thumb|868x868px|Adding Unit of Measure]]
+
Notes:
−
{| class="wikitable"
+
 
−
!Field
+
*Unit of Measure should be on '''ACTIVE''' status in order to use it when assigning a Unit Of Measure to [[Item Master]].
−
!Description
+
 
−
!Expected Values
+
=====Adding Unit of Measure=====
 +
 
 +
#Click [[Unit of Measure]] under Maintenance Menu
 +
#Under Unit of Measure Screen, Click '''Add Unit of Measure'''
 +
#Fill out the necessary fields then click '''Save Note: Fields with * are require fields'''
 +
 
 +
[[File:Maintenance - Unit of Measure - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Require Field?'''
 
|-
 
|-
 
|1.Unit Code
 
|1.Unit Code
 
|•Reference Code for Unit of Measure
 
|•Reference Code for Unit of Measure
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Unit Description
 
|2.Unit Description
 
|•Description of Unit of Measure
 
|•Description of Unit of Measure
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned on the list
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Unit Type
 
|3.Unit Type
 
|•Type of Unit of Measure
 
|•Type of Unit of Measure
−
|•Length/Quantity/Volume/Weight
+
|*Length
 +
<nowiki>*</nowiki>Quantity
 +
 
 +
<nowiki>*</nowiki>Volume
 +
 
 +
<nowiki>*</nowiki>Weight
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
 
Notes:
 
Notes:
Line 28: Line 63:
 
*Unit Code is a required unique field on the module. This field cannot be edited once created.
 
*Unit Code is a required unique field on the module. This field cannot be edited once created.
  
−
===== Editing Unit of Measure =====
+
=====Viewing Unit of Measure=====
−
[[File:Editing Unit of Measure.png|center|thumb|861x861px|Editing Unit of Measure]]
+
 
−
{| class="wikitable"
+
#Click [[Unit of Measure]] under Maintenance Menu
−
!Field
+
#Select a Unit of Measure record that needs to view its details. Click the drop-down arrow then click View
−
!Description
+
#The user has an option to Edit the Unit of Measure upon viewing it.
−
!Expected Values
+
 
 +
[[File:Maintenance - Unit of Measure - View.png|border|center|1500x1500px]]
 +
 
 +
 
 +
=====Editing Unit of Measure=====
 +
 
 +
#Click [[Unit of Measure]] under Maintenance Menu
 +
#Find the Unit of Measure Entry that needs an update. Click the Drop-down Arrow then choose '''Edit.'''
 +
#Update the fields then click '''Save''' to finish the edit process.
 +
 
 +
[[File:Maintenance - Unit of Measure - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Require Field?'''
 +
|-
 +
|1.Unit Code
 +
|•Reference Code for Unit of Measure
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Unit Description
 +
|•Description of Unit of Measure
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned on the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|3.Unit Type
 +
|•Type of Unit of Measure
 +
|*Length
 +
<nowiki>*</nowiki>Quantity
 +
 
 +
<nowiki>*</nowiki>Volume
 +
 
 +
<nowiki>*</nowiki>Weight
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}Notes:
 +
 
 +
*Unit Code is a required unique field on the module. This field cannot be edited once created.
 +
 
 +
=====<span class="mw-headline" id="Importing_and_Exporting_Item_Master" style="box-sizing: inherit;">Importing and Exporting Unit of Measure</span>=====
 +
1. Under Unit of Measure Screen, Click Options
 +
 
 +
2. Under Options, The user may Export or Import The Record
 +
 
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 
 +
[[File:Maintenance - Unit of Measure - Export.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
 +
 
 +
[[File:Maintenance - Unit of Measure - Import.png|border|center|1500x1500px]]
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Require Field?'''
 
|-
 
|-
−
|1.Unit Description
+
|1.Unit Code
 +
|•Reference Code for Unit of Measure
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.Unit Description
 
|•Description of Unit of Measure
 
|•Description of Unit of Measure
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned on the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
−
|2.Unit Type
+
|3.Unit Type
 
|•Type of Unit of Measure
 
|•Type of Unit of Measure
−
|•Length/Quantity/Volume/Weight
+
|*Length
 +
<nowiki>*</nowiki>Quantity
 +
 
 +
<nowiki>*</nowiki>Volume
 +
 
 +
<nowiki>*</nowiki>Weight
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}<br />
 +
=====<span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Unit of Measure Record</span></span></span></span>=====
 +
Unit of Measure can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Unit of Measure - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Unit of Measure - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Unit of Measure Record</span></span></span></span>=====
 +
Unit of Measure can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Unit of Measure - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Unit of Measure - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Unit of Measure Record</span></span></span></span>=====
 +
Item Master can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Unit of Measure - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Delete Button for deleting multiple record
 +
 
 +
[[File:Maintenance - Unit of Measure - Delete2.png|border|center|1500x1500px]]
 +
<br />
 +
=====Unit of Measure Record Option=====
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Unit of Measure Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 
|}
 
|}
  
−
===== Unit of Measure Record Option =====
 
−
[[File:Unit of Measure Record Options.png|center|thumb|182x182px|Unit of Measure Record Options]]
 
  
 
Notes:
 
Notes:
  
−
*Unit of Measure(UOM) is required when creating an Item in Item Master Maintenance Module.
+
*Unit of Measure details can be edited while viewing the record.
−
**Unit of Measure can be used as long as its status is "ACTIVE"
+
*Unit of Measure(UOM) is required when creating an Item in [[Item Master]] Maintenance Module.
−
***Old records that using the INACTIVE UOM can still be used.
+
**Unit of Measure can be used as long as its status is '''ACTIVE'''
 +
***Old records that using the '''INACTIVE''' Unit Of Measure can still be used prior to its deactivation.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
 +
**Records that are not used in other modules can be deleted.
  
−
=====  Unit of Measure View Record =====
+
{| class="wikitable" style="margin: auto;"
−
[[File:Unit of Measure View Record.png|center|thumb|Unit of Measure View Record]]
+
|+Categories:
−
Notes:
+
! colspan="2" |'''Modules'''
−
 
+
|-
−
*Unit of Measure details can be edited while viewing the record.<br />
+
|Maintenance
 +
|[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]
 +
|}
 +
[[Category:Maintenance]]

Latest revision as of 11:57, 11 April 2022

Unit of Measure

This maintenance screen allows the user to configure and add Unit of measure on the items.

Unit of Measure Record List
Maintenance - Unit of Measure - Record List.png


Notes:

  • Unit of Measure should be on ACTIVE status in order to use it when assigning a Unit Of Measure to Item Master.
Adding Unit of Measure
  1. Click Unit of Measure under Maintenance Menu
  2. Under Unit of Measure Screen, Click Add Unit of Measure
  3. Fill out the necessary fields then click Save Note: Fields with * are require fields
Maintenance - Unit of Measure - Add.png


Field Description Allowed Inputs Input Restrictions Character Limit Require Field?
1.Unit Code •Reference Code for Unit of Measure *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 10 Yes
2.Unit Description •Description of Unit of Measure *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned on the list 50 Yes
3.Unit Type •Type of Unit of Measure *Length

*Quantity

*Volume

*Weight

Any inputs not mentioned in the required inputs N/A Yes

Notes:

  • Unit Code is a required unique field on the module. This field cannot be edited once created.
Viewing Unit of Measure
  1. Click Unit of Measure under Maintenance Menu
  2. Select a Unit of Measure record that needs to view its details. Click the drop-down arrow then click View
  3. The user has an option to Edit the Unit of Measure upon viewing it.
Maintenance - Unit of Measure - View.png


Editing Unit of Measure
  1. Click Unit of Measure under Maintenance Menu
  2. Find the Unit of Measure Entry that needs an update. Click the Drop-down Arrow then choose Edit.
  3. Update the fields then click Save to finish the edit process.
Maintenance - Unit of Measure - Edit.png


Field Description Allowed Inputs Input Restrictions Character Limit Require Field?
1.Unit Code •Reference Code for Unit of Measure N/A N/A N/A N/A
2.Unit Description •Description of Unit of Measure *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned on the list 50 Yes
3.Unit Type •Type of Unit of Measure *Length

*Quantity

*Volume

*Weight

Any inputs not mentioned in the required inputs N/A Yes

Notes:

  • Unit Code is a required unique field on the module. This field cannot be edited once created.
Importing and Exporting Unit of Measure

1. Under Unit of Measure Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Unit of Measure - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
Maintenance - Unit of Measure - Import.png
Field Description Allowed Inputs Input Restrictions Character Limit Require Field?
1.Unit Code •Reference Code for Unit of Measure *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 10 Yes
2.Unit Description •Description of Unit of Measure *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned on the list 50 Yes
3.Unit Type •Type of Unit of Measure *Length

*Quantity

*Volume

*Weight

Any inputs not mentioned in the required inputs N/A Yes


Activating Unit of Measure Record

Unit of Measure can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Unit of Measure - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Unit of Measure - Activate2.png


Deactivating Unit of Measure Record

Unit of Measure can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Unit of Measure - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Unit of Measure - Deactivate2.png


Deleting Unit of Measure Record

Item Master can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Unit of Measure - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Unit of Measure - Delete2.png


Unit of Measure Record Option
Actions Available base on Unit of Measure Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑


Notes:

  • Unit of Measure details can be edited while viewing the record.
  • Unit of Measure(UOM) is required when creating an Item in Item Master Maintenance Module.
    • Unit of Measure can be used as long as its status is ACTIVE
      • Old records that using the INACTIVE Unit Of Measure can still be used prior to its deactivation.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
    • Records that are not used in other modules can be deleted.
Categories:
Modules
Maintenance Maintenance | Item Master | Unit of Measure
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