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Deactivating a unit of measure

Sometimes a unit of measure becomes outdated, or no longer used, even though you have used it in the past. For example, you may be receiving "packs" of 6 eaches from your vendor. If the vendor starts sending you "packs" of 12 eaches instead, or if the vendor stops sending you "packs" altogether and sends you cases, you can deactivate the original "pack" of 6 eaches. This prevents it from appearing in drop-down menus for this item master.

To deactivate a unit of measure:

  1. Select Operations>Item Masters.
  2. Double-click an item master to edit. Or, highlight the item master and select Edit icon Edit, in the toolbar above.
  3. Select the Units of Measure tab.
  4. Check the box to the left of the unit of measure you want to deactivate.
  5. Select Deactivate icon Deactivate UoM above the units of measure table. The unit of measure is deactivated, and appears with a � next to its name.

    Any existing documents using the deactivated unit of measure have their quantities marked with a � to alert you to possible changes or inconsistencies in your units of measure. You can view the details of any line item (using View from the toolbar of the Items table) to see the number of eaches in that unit of measure during the processing of the line.

  6. Select OK.

    Note: All item masters must have exactly one active unit measure with Name "each" and Abbreviation "ea" and # of Eaches "1.0". (This is the unit of measure created by default when you create a new item master. If you need to deactivate the "each" unit of measure, for example if you are changing the Cube or Dim Wt of the "each", you will then need to create a new "each" unit of measure before you can save your changes to the item master.)

You can also deactivate a unit of measure and simultaneously create a new one with the same name when you update an item master through an import. This is useful, for example, if you need to change your definition of "cases" from 10 eaches per case to 12 eaches per case because you changed vendors.

See Also

Managing units of measure in the item master

Setting units of measure

Editing a unit of measure

Copying a unit of measure

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