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We often have multiple Vendors for an Inventory Item. The Stock Item / Vendors tab allows different Purchase UOM to be designated per Vendor however, these only apply to “the stock item in released AP bills”. “The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders.”

Does anyone have a solution to the problem of ensuring the correct UOM for a specific Vendor is set on the Purchase Order?

 

For example.

Vendor A only sells an item as a CASE or 4 EACH

Vendor B only sells the same item as an EACH

Vendor C only sells the same item as a BOTTLE, which is the same an an EACH.

All vendors want the order to be in their specific UOM. If not shipping and / or billing errors occur.

The item is purchased from Vendor A 90% of the time we set the Purchase Unit as CASE. However when a po for Vendor B or C is entered this auto sets the UOM to a CASE. The only way Acumatica seems to provide for this scenario is manually switching the UOM. However knowing which items to adjust requires checking each item’s UOM for the specific PO Vendor (or relying on the memory of the purchaser) which is not realistic. We have tried the Pop Up notes by item but this is a cumbersome solution and does not work well when an order is built by an import.

HI ​@Bree612 

There does not seem to be a direct way to handle this. I tried to test with vendors and UOM specified, which I am sure you have set up

However, when you enter a PO, it does default to the Purchase Unit on the item. 

 

Have you looked into Approval Maps for this scenario? It could be set up with the UOM and Vendor then have a second person verify before the PO goes out?

 


Thank you Kandy! This solution could be used to enforce a review of Purchase Orders where the Vendor UOM does not match the Default Purchase Unit for a specific Vendor. Seems like a Customization would be required for a better solution.


Thank you Kandy! This solution could be used to enforce a review of Purchase Orders where the Vendor UOM does not match the Default Purchase Unit for a specific Vendor. Seems like a Customization would be required for a better solution.

I think you should create an idea also for it to be added to the product because it is a good scenario. 

You can do so by clicking the Create Topic, then make it an idea.

 


Thanks again Kandy. Idea submitted


Thanks again Kandy. Idea submitted

I will upvote for you ​@Bree612 

 


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