Unit of measure defaulting hierarchy

The Requisitions application determines an item's unit of measure (UOM) automatically, based on a hierarchy that depends on the item type. The unit of measure hierarchy shown in the table below is from the lowest level to the highest level of detail. Highest entry is at the bottom and overrides the next lowest entry in the table.

Inventory (I) UOM Origination

Stock UOM

Transaction Default UOM from Item Master record

Transaction Default UOM from Item Location record

Entered (validated by Buy UOM or Transaction UOM in Item Master record)

The are the processing rules:

• For Inventory (I) UOM

• If your Inventory Company setup requires you to specify a UOM, you must select a UOM. The UOM is validated by the Transaction UOM or the Buy UOM of the Item Master record.

• If your Inventory Company setup does not require you to specify a UOM, the Requisitions application looks at the Transaction Default UOM of the Item Location record. When your company is setup to use the Transaction Default UOM of the Item Location record, the UOM defaults from the Transaction Default UOM of the Item Location record.

• If the Transaction Default UOM of the Item Location record is blank, the Requisitions application looks at the Transaction Default UOM of the Item Master record. When your company is setup to use the Transaction Default UOM of the Item Master record, the UOM defaults from the Transaction Default UOM of the Item Master record.

• If the Transaction Default UOM of the Item Master record is blank, the UOM defaults from the Stock UOM.

Non-stock (N) UOM Origination

Must be entered

If source UOM exists, it must be used. If Source UOM does not exist in Item Location record

Buy UOM from Item Master record

Buy UOM from Vendor Item record

Entered (validated by Buy UOM or Transaction UOM in Item Master record)

Processing rules are as follows:

• For Non-stock (N) UOM

• If your Inventory Company setup requires you to specify a UOM, you must select a UOM. The UOM is validated by the Transaction UOM or the Buy UOM of the Item Master record.

• If the UOM is not specified and a vendor is specified, the Requisitions application looks for the vendor and a Buy UOM in the Vendor Item record. The UOM defaults from the vendor and the Buy UOM, if found.

• If no Vendor Item record is found, the Requisitions application looks in the Item Master record. If an Item Master record exists for the item, the Buy UOM is used.

• If no Item Master record exists, a UOM must be specified.

Special (X) and Service (S) UOM Origination

Entered (Buy UOM is validated against the Item Group valid UOMs). The UOM for a special item is the manually assigned Buy UOM and must be valid in the Item Group.

Processing rules are as follows:

• For Special Order (X) and Service UOM

• You must select a UOM for these item types. The UOM is validated against UOM in the Item Group for the Company.