Unified Operations & Dynamics AX Forum

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Customer unit of measure requests

  • 1.  Customer unit of measure requests

    Posted 9 days ago
    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.

    Thank you,
    Justin Cooper

  • 2.  RE: Customer unit of measure requests

    Posted 6 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.

    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR