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Question

Can you go back and recalculate a Stock Item Unit Conversion Factor that just changed on previous orders?

  • January 17, 2024
  • 1 reply
  • 43 views
J
Freshman II
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Hello guys,

 

Main question is:

Can you go back and recalculate a Stock Item Unit Conversion Factor that we just changed on previous orders so it can show the correct sold amount of Gallons?

 

Problem:

We found the Gallons for product  7352 - Pool Acid, and 4980 - Muriatic Acid   were not being added and calculated properly.

In the reports they showed as 1 gallon each, when they are sold as 1 pack = 168 Gallons each. 

 

Change/Testing

We then made a change to the Stock Item Conversion Factor as you can see below.  “1 Unit = 168”

We tested by adding the product to a Sales Order, completing it, and then running the report and it showed the 168 Gallons being added.

 

Result/Problem

Our whole report doesn’t show the correct Gallons for these in last years’ sales. 

 

Is there a way to go back and recalculate these using the new conversion Factor?

 

 

 

 

 

    1 reply

    lbarker
    Semi-Pro II
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    • lbarker
    • Semi-Pro II
    • January 18, 2024

    Past transactions that have been released cannot be altered.  You should also put the 1 in the sales Unit if you want it to default as 1 rather on sales orders.

    Your only way is to do a credit at wrong UOM and invoice again with correct UOM, per period to fix the qty.

    OR write a custom report using a report UOM attribute perhaps.

    Chris Hackett
    J
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