Solved

How to set minimum transfer quantity lots

S
Rank
Userlevel 2
Badge

We sell oil by the litre however we transfer to our warehouses by the bottle (5 litres/bottle).  How do we set replenishment up so that it will transfer in 5 litre lots?  

icon

Best answer by umeshramaswamy82 7 March 2023, 12:41

View original

6 replies

angierowley75
Rank
Userlevel 7
Badge +3

On the Stock Item form, you have the ability to define different Unit Of Measures.

Read through the on-line help for Stock Items (Unit of Measure section) to see if that helps.

My guess is that you need to set the Base UoM to litr and Sales UoM to bottle

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @steph23 

Along with what @angierowley75 stated, have you also set the replenishment parameters on the item?

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
S
Rank
Userlevel 2
Badge

Hi @kandybeatty49 and @angierowley75 ,

We sell by the litre so setting UOM for sell to bottle would cause us issues, right?  We need it to default to litre for selling.  Sorry, we are still new to this system and still trying to get our heads around how it all works.

 

Here are the replenishment settings we currently have set

 

Is still tried to transfer 4 litres.

Here are our UOM settings:

 

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @steph23 

Did you try to change the purchase unit to adjust for the transfer of the replensihment?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
S
Rank
Userlevel 2
Badge

HI @steph23 

Did you try to change the purchase unit to adjust for the transfer of the replenishment?

 @kandybeatty49 No we always had it as bottle on the purchase UOM as we buy by the bottle, transfer by the bottle but sell by the litre.  

U
Rank
Userlevel 5
Badge

Hi @steph23,

 

If you set your base unit of measure to “Bottle” (even though Bottle is not the most granular UOM, a warning message will show) with a conversion factor of 1 liter = 0.2 bottle, then when when you do the transfer system will suggest transfer quantity in bottles.

 

 

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved