Discussion

Difference between revisions of "Unit of Measure"

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=====Adding Unit of Measure=====
 
=====Adding Unit of Measure=====
  
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# Go to Maintenance then click [[Unit of Measure]]
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#Go to Maintenance then click [[Unit of Measure]]
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# Click '''Add Unit of Measure''' Button
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#Click '''Add Unit of Measure''' Button
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# Fill out the necessary fields then click '''Save'''
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#Fill out the necessary fields then click '''Save'''
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
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=====Editing Unit of Measure=====
 
=====Editing Unit of Measure=====
  
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# Go to Maintenance then click [[Unit of Measure]]
+
#Go to Maintenance then click [[Unit of Measure]]
−
# Find the Unit of Measure Entry that needs an update. Click the Drop-down Arrow then choose '''Edit.'''
+
#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.
+
#Update the fields then click '''Save''' to finish the edit process.
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
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*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.
  
 +
===== <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
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 +
2. Under Options, The user may Export or Import The Record
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 +
* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 +
* When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
 +
** Downloading the template link provided under Step 1.
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** Filling up the information needed for each columns of the template
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** Uploading the updated Template
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 +
===== <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:
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 +
* Using drop-down arrow of a record can be used in single record Activation
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 +
* Using Activate Button for activating multiple record
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 +
===== <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:
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 +
* Using drop-down arrow of a record can be used in single record deactivation
 +
 +
* Using Deactivate Button for deactivating multiple record
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 +
===== <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> =====
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Item Master can be deleted in two ways:
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 +
* Using drop-down arrow of a record can be used in single record deletion
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* Using Delete Button for deleting multiple record
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 +
<br />
 
=====Unit of Measure Record Option=====
 
=====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;"
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|+ 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
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
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| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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|}
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Notes:
 
Notes:
  
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***Old records that using the '''INACTIVE''' Unit Of Measure can still be used prior to its deactivation.
 
***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.
 
*Activating/Deactivating and Deleting of Records can be done in two ways.
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** For single records, the user may use the drop down arrow then the action that need to perform.
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**For single records, the user may use the drop down arrow then the action that need to perform.
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** For multiple records, the user may tick the records then click the action button that need to perform
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**For multiple records, the user may tick the records then click the action button that need to perform
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*** Click the Yes in the confirmation to proceed on the action taken.
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***Click the Yes in the confirmation to proceed on the action taken.
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** Records that are not used in other modules can be deleted.
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"

Revision as of 13:19, 31 January 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

Notes:

  • Unit of Measure should be on ACTIVE status in order to use it when assigning an UOM to Item Master.
Adding Unit of Measure
  1. Go to Maintenance then click Unit of Measure
  2. Click Add Unit of Measure Button
  3. Fill out the necessary fields then click Save
Field Description Expected Values
1.Unit Code •Reference Code for Unit of Measure •Alphanumeric
2.Unit Description •Description of Unit of Measure •Alphanumeric
3.Unit Type •Type of Unit of Measure •Length/Quantity/Volume/Weight

Notes:

  • Unit Code is a required unique field on the module. This field cannot be edited once created.
Editing Unit of Measure
  1. Go to Maintenance then click Unit of Measure
  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.
Field Description Expected Values
1.Unit Description •Description of Unit of Measure •Alphanumeric
2.Unit Type •Type of Unit of Measure •Length/Quantity/Volume/Weight

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.
  • When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
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
  • Using Activate Button for activating multiple record
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
  • Using Deactivate Button for deactivating multiple record
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
  • Using Delete Button for deleting multiple record


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
Job Aid Modules
Maintenance Aids Item Master Aids | Unit of Measure Aids
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