Don’t worry, I’m a full-stack developer with an MBA and I found it confusing also. I would say its an interface only a programmer can love.

The first thing to understand is that the system wants you to put everything in terms of the Base UOM for the product where you are setting up UOM conversions. The Base UOM is the common point against which all other conversions will be made. You can make it whatever you want, but it can be difficult to change once that product is being used by the system. As a general rule, the Base UOM should be the least common factor of all the other UOMs. Also, realize that this setup is linear conversion, which assumes a single discrete item type (if the item came in random weights and we needed to convert UOMs, we can’t use this tool effectively).

Let’s use an example from my own work. You have a metal rod that is 10ft long and weighs 100 LBS.

The UOMs for this product are 1 ROD = 10FT = 100LBS. One helpful way to think about Acumatica’s conversion table is that the unit for the “FROM” UOM is always 1 if you are using the multiply operator. In addition, the TO quantity will always be the Base UOM. (Conversely, if you are dividing, the TO quantity always has a value of 1). 

In my example, the least common unit is LBS (if you setup an equality like I did above, the UOM with the highest units is always the least common UOM… in this case 100 (LBS)). So let’s make LBS our base UOM.

Since LBS is our base UOM, our other UOMs must convert to it.

Using the “unit of one” trick I mentioned above:

1 ROD MULTIPLY 100 = LBS (BASE UOM)

In more traditional conversion math, this would look like:

1 ROD * 100LBS/ROD = 100LBS

So in the Acumatica table:

FROM: ROD  MULTIPLY 100 TO LBS

Now let’s do the same for FT.

1 FT MULTIPLY 10 = LBS

(aka: 1 FT * 10LBS/FT = 10LBS)

Also, that UOM table screenshot you posted is referring to the Global Unit of Measure form (CS203100). This lets you setup conversions, which will autofill when added to individual stock items. However, with regards to setting up UOMs correctly for stock items, it might be more distraction than help for you at this stage.

Let me know if this is making sense. If you are just reading the help without doing actual setup, I would encourage you to get a test instance so you can try some examples.

Thanks so much for this Jon, very reassuring 

I have read your very full and clear answer a couple of times but as you suggest I am going to jump onto test to try this. I am beginning to think the whole application interface is pretty much geared to the programmer.  

I wouldn’t say that. I think the UI is pretty easy to use where it counts (i.e creating sales orders). But some of the setup screens could be better documented, there is no doubt. This is one area where that’s absolutely true.

With regards to UOM conversion, it works quite well for doing conversions in sales orders and po’s, if setup correctly. For example, if you price the product in its base uom, but then want to know the price in a different uom, the system will make that conversion automagically when you choose the new uom inside a sales order. This is very handy for the salesperson.

Let me know if you still have questions once you have tried creating a new stock item with UOM conversions.

Thanks...that makes sense. This feature may not be that useful for us at the moment as a very new fledgling company and may indeed be a bit too clever …..however we may need to work with it one day and its best to get an understanding in my opnion.

The only reason the topic came up for me was that our purchase order document (customised for us) was showing two indentical lines when the order only had one line. When I tried to investigate why this was happening I realised we had two different units of measure attached to the same part, but the ability to do the conversions had not been activated.  I have now activated this and this is how I ended up trying to understand the conversion logic.

I find the community help the best for me and so thanks again.

Malinda

Interesting….if you don’t have multiple UOMS activated, it adds the item twice with each UOM? That’s kind of strange default behavior...

Hello there

It’s fixed now this was  a customised purchase order form which was repeating the line of the order if there were more than one UOM...a design issue with the relationships I would think. Detective work + our implementation team correction = a resolution. ...but from this tortuorus loop I have gained knowledge thanks.

Malinda

I was setting up a new site and I actually ran into what you’re talking about. This is the default behavior if the “Multiple UOMs” feature is not enabled. It really doesn't make any sense and Acumatica should fix that.

We’re struggling with this same issue and although I’ve read the responses multiple times I’m still unsure how to properly set up this item. As a result we have an inflated costed BOM.

We purchase this item https://www.penn-elcom.com/us/9-16in-u-channel-with-13-16in-legs-12ft-long-3270-12ft which is sold in a rod (12’ in size) and consumed in inches. How should this be set up as far as the base unit, sales unit, purchase unit, from unit, multiply/divide, conversion factor and to unit? Is the below accurate?

​@pnavaretta Per my example above, inches is your smallest unit of measure, so that should be your base unit of measure. You have done that above which is good.

1 FEET MULTIPLY 12 = INCH (so your conversion factor should be 12 above not 144)

(In normal math, 1 FOOT * 12 INCHES/FOOT = 12 INCHES)

Since every rod is 12 feet long, when you set the size of the rod in Feet, you will get 12 * 12 = 144 INCHES.

You may also want to create a ROD unit of measure, per my example above, and then you would have:

1 ROD MULTIPLY 144 TO INCH (which is probably what you were going for above with the 144)

Thank you ​@rosenjon. Are you suggesting to add another “from unit” which would be rod, multiply, conversion factor 144”?

​@pnavaretta Yes, exactly (assuming you want to keep track of things in terms of number of rods).

Keep in mind that by tracking things in feet and inches, you may not know how many full rods you have in stock. This can be an issue, since for example if you only have 10 rod pieces of 2 inches long, you can’t fill an order for a single continuous piece of rod that is 20 inches long.

Whether you care about that or not depends on how you manage/fill your inventory and orders.