About working with UOM in the Configurator

Sales Order Entry processes the unit of measure (UOM) that is returned from CPQ, when certain conditions are met. Typically, the UOM value set up for the product in Product Setup is used by the system. The conversion factors set up in Product Extended Unit Conversion Setup or SA Table Code Value Setup are also typically used when creating an order. However, the sales order line item (OEEL.unit) is changed to the Configurator-returned UOM value if all of these conditions are met:

• The OEEL unit and the value returned from the CPQ are different.

• The current sales order entry line item conversion factor is set to 1.0.

• The value returned from the CPQ exists either in Product Extended Unit Conversion Setup or SA Table Code Value Setup.

• The Product Extended Unit Conversion Setup or SA Table Code Value Setup conversion factor of the new UOM is 1.0.

  If the UOM value sent from CPQ exists in Product Extended Unit Conversion Setup, then the SA Table Code Value Setup is not checked by the system. This is regardless of whether the Product Extended Unit Conversion Setup conversion is 1.0 or not.

This functionality enables you to sell similar or related products with different “per unit” UOMs, and retain the important UOM descriptor without having to manually change the sales order entry line item UOM.

Components that are configured with CPQ use the product's default stocking UOM, if the UOM value received from CPQ is not populated. Nonstock products use a default UOM of “each.”