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Replacing UOM with new UOM with decimals

  • 1.  Replacing UOM with new UOM with decimals

    Posted 22 days ago
    Hello friends,

    Our inventory team has asked if we can create a new UOM for cs entitled case which will allow decimal values. The reason behind this ask is that the Sell units are smaller than the inventory units and they frequently are being asked for partial cases. What sort of ramifications, if any, would we face if we started replacing the old cs UOM with no decimals with the new UOM which allows 2 decimals?

    Thanks in advance.

    ------------------------------
    Stuart Broach
    Medicago
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Replacing UOM with new UOM with decimals

    TOP CONTRIBUTOR
    Posted 22 days ago
    You can do it, but it can cause really annoying problems that are not easy to fix at R3, and even harder to fix in D365 since you dont have AOT access in production.  Your inventory unit of measure should always be the smallest unit you transact in as a whole unit and every other unit is just a conversion up. So if you are actually selling eaches, inventory unit is eaches.

    This gets particularly messy if you are using advanced warehousing or production orders that consume this item.  I've had clients that have a CS inventory unit of measure at 2 decimals, they decide they want to sell EA of that same item and 1 CS = 8 EA.  To sell 1 EA, you have to actually create an inventory transaction at .125 CS. This can cause problems if you drop all picks to the same location, now you have partial CS quantities on hand which can cause your full CS picks to split across locates.  It can also cause errors when packing slip updating / invoicing the sales orders where it looks like the delivery remainder will be 0, when its really .005.  Similar things happen in production orders they can consume at decimal precision greater than 2 which will cause you errors.

    Overall, I do not recommend.  If you want to sell in eaches, create a new item with an inventory unit of each.  It sounds harder, but its much easier in the long run.

    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Replacing UOM with new UOM with decimals

    Posted 14 days ago
    Colby,

    Thank you so much for your response. It helped us in changing our minds and go in your direction instead. I really do appreciate you taking the time to write an insightful response.

    ------------------------------
    Stuart Broach
    Medicago
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Replacing UOM with new UOM with decimals

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi -

    + 1 on Colby's sage advice.

    Simply trying to change the UM on a Released Product (AX2012 R3 CU13) throws this error: "The inventory unit for item TEST cannot be changed because transactions exist. If the transactions cannot be deleted you will need to use a new item number with a new inventory unit."

    Done poorly, you can experience situations where you have fractional quantities that you cannot see in the UI but persist forever as transactions that never Settle. Always a little on-hand. Also, much like beginning a small home remodel project, the work can just grow and grow. Unexpected forms, reports, transactions, etc. not within the original scope all need additional dev work.

    Decreasing decimal places (nn.nnnnn to nn.nn) is the most risky in my experience.

    If you decide to press on with changing decimals, treat it as a significant project. Make large investments in research, identifying, and complete testing. Have the business sign off on their testing and the "go" decision to ensure they are committed to the project.

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/extensibility/decimal-point-precision

    I would also be tempted to follow this process: (1) Count inventory using the problem UM down to zero, (2) Delete all Open Orders using the problem UM, (3) Inventory Close (all Transactions Settle, Open = No, it's a field), (4) Make the decimal change (see URL above on dev work), (5) Count inventory back in. Use the Consistency Check (CC) for Inventory often (Run for single Item or group of Item, wide open the CC can take days) during the process. TEST environment first of course.

    Thanks.....Dave

    ------------------------------
    Dave Phillips
    Sr Support Escalation Engineer
    Microsoft
    Fargo ND
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Replacing UOM with new UOM with decimals

    Posted 14 days ago
    Dave,

    I want to personally thank you for your incredibly insightful and thoughtful response. Thank you so much. I have passed this information along and every is in agreeance that we will not create the new UOM now and try to follow your's and Colby's suggestions.

    ------------------------------
    Stuart Broach
    Medicago
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Replacing UOM with new UOM with decimals

    Posted 14 days ago
    Rather than define a new "fractional case" UoM, have you looked at unit conversions?  In 2009 we're able to buy and sell in UoM = Case of 12, and also sell in UoM = Piece, with a unit conversion of 12 Piece = 1 Case of 12. We then manage trade agreements with retails for each of the two UoM. Our inventory UoM is the Piece; the only fractional inventory we have deals with items we sell by weight, so I don't know what the impact would be if your inventory UoM is the full case. I suspect it might work OK, but you'll want to thoroughly test it.

    ------------------------------
    Robert Menschel
    Lead Developer
    HD Supply Home Improvement Solutions
    Roseville CA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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