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Customer unit of measure requests

  • 1.  Customer unit of measure requests

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Hi,
    As of lately it seems that more and more customers are requesting their invoices to be in specific units of measure for their business. Has anyone run into this and if so, how do you go about making those types of changes in D365?

    We've tried this for one customer so far and created a new unit of measure, the problem is that all reports that we run internally now show in this "non-standard" UoM, so it requires converting to what our standard is.

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    Thank you,
    Justin Cooper
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  • 2.  RE: Customer unit of measure requests

    TOP CONTRIBUTOR
    Posted 10 days ago
    ​A quick review of UOM design in AX:

    Each product has 3 UOM defaults, one for Sales, one for Inventory, and one for Purchasing. Sales and Purchasing UOMs require a conversion factor to the Inventory UOM. This allows the system to perform internal tracking in the Inventory UOM, while handling sales and purchase orders in alternate UOMs.

    Thus, a customer requesting a different UOM should just involve ensuring that customer's orders are taken in their desired UOM.

    The problem is often in custom reports not handling this cleanly because the programmer didn't expect the UOM to matter. Customer facing reports should always try to display in the saleline's sales unit of measure - and Qty values should be converted to that UOM, or use the sales qty field if available. Internal reports should always work off the inventory UOM and Qty's.

    The one weak point - there isn't any good way to enforce a customer's choice of sales UOM. However - if you are using trade agreements, you can take advantage of the fact that the price in the trade agreement has to match the sales UOM on the line in order to pull the price back. Thus, you can put some ridiculous pricing in the trade agreements using the UOMs that are not allowed, to ensure the order is obviously incorrect if the order entry person doesn't pick the right UOM.

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    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
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  • 3.  RE: Customer unit of measure requests

    GOLD CONTRIBUTOR
    Posted 4 days ago
    Hi Tony,
    Thank you for your reply on this! We problem we are running into is a customer requesting a different UoM that is quite unique - typically our UoM is in length measures. They are requesting it to be in weight. The problem with this is that each product is a bit different when it comes to weight. No quite sure how to handle this as it sounds like we would have to create a UoM for each of the different products of different weights...

    Thank you
    Justin Cooper

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    Thank you,
    Justin Cooper
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  • 4.  RE: Customer unit of measure requests

    TOP CONTRIBUTOR
    Posted 3 days ago
    ​Ah yes, we have a lot of clients in the forest products space, and it is painful. Pre-2012 R3, AX didn't even have UOM conversions specific to a product variant, so for one client we had to do a massive mod to add that. And now it's out of the box :)

    But - getting the data into the system is still troublesome. We had one client that had rules for it that they built into their 3rd party configurator, and then had it add the conversions when it created the variant. Other clients put the work on their product engineers - each product they define they have to include the needed UOM conversions for.

    One thing I did find - if the conversion doesn't exist - it can prevent the user from saving the salesline correctly. So there was some discussion about having a generic conversion in place that was unrealistic, so the sales entry staff could enter the order correctly, then call out to product engineer to give it a correct conversion, then confirming the order after it was corrected. However, this can be risky as well, because it does open up the possibility of sending out an order with a bad conversion.

    You can also consider having the sales staff put the order on hold with a hold code representing the need for a UOM conversion, have the engineers get an alert when such a hold is created, and they have a process for responding to the alert by fixing it and releasing the hold. This then allows the order to progress.

    If the product engineers have rules they can use to define the conversions, they may be able to upload an excel into the UOM conversion table that loads all the conversions.

    Hopefully you don't have the issue that lumber can have - a wet weight and a dry weight :)

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    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
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  • 5.  RE: Customer unit of measure requests

    Posted 3 days ago
    Hi Justin,

    Have you looked into the catch weight functionality to see if that could be used to meet the requirements?

    Cheers
    Phil

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    Phil Dawson
    Data#3 Limited
    Toowong
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