Item Base Unit Swap

There are instances when you may wish to change the base Unit of Measure against an Item.  This feature allows you to instantly apply the change to all fields where the Item is used across Ostendo. 

Example:

Let's say an Item was setup incorrectly with a base UOM of 'Packet' when it should have been setup with a UOM of 'Each'. To fix this, simply go to the Item concerned and setup another Item Unit of Each with a Conversion Factor of '1'. Return to this screen and Select the Item and new unit of 'Each' and apply the change. This will change all instances of this Items base UOM to the new UOM selected.

Prerequisites:         

• This process requires exclusive access to the database, therefore no on else can be logged onto Ostendo during this process
• The new Item Unit must already be setup against the Item concerned
• The new Item Unit must have a Conversion Factor of '1'

Entry and Display fields

Select Item Code for Base Unit Swap: From the drop-down list select the Item Code against which you are making the change.  The next two fields will change to reflect the selection

Existing Base Unit: Display only field showing the current Base Unit held against the Item Code

Swap to this Unit: From the drop-down list select the new Unit that will replace the existing Unit. 

Note: The drop down list will show the current Units of Measure held against this Item record that have a Conversion Factor of 1.  I.e. Additional Units against an Item Code are maintained via Inventory> Items, selecting the above Item Code, then clicking on the ‘Related’ Button and selecting ‘Item Units’.

Buttons

Apply change to entire database:  If you click this button then all occurrences of the ‘Existing Base Unit’ will be replaced with the ‘Swap to Unit’

Close: Takes no action and exits the screen.