Pick Unit/Pack From

YouTube: How to Configure Default for Units/ Pack Column in Purchase Orders?

How to Configure Default for Units/ Pack Column in Purchase Orders?

In this tutorial, we will learn how to configure the Unit/Pack calculation in a Purchase Order based on different Unit Conversion Factors defined in the Item Master. Using the Pick Unit/Pack From option, you can instruct the system to automatically pick Units per Pack from a specific conversion factor such as Item CF1, Item CF2, and others.

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Objective of This Feature

• Automatically pick Units per Pack based on predefined conversion factors.

• Standardize pack calculations during Purchase Order entry.

• Reduce manual data entry.

• Improve packing and quantity accuracy.

• Support multiple packing configurations for the same item.

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Access to Purchase Order Configuration

• Open the Purchase Order Configuration window.

• Navigate to the General Options section.

• Locate the option labeled as:

"Pick Unit/Pack From"

• This dropdown provides various options based on the conversion factors defined in the Item Master.

Available Options

• Units (Default)

• Item CF1

• Item CF2

• Item CF3

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Option 1: Unit

• By default, the option is set to: Units

• In this case, the system uses the default unit configuration.

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Option 2: Item CF1

• Return to the Configuration

• Change Pick Unit/Pack From to Item CF1.

• Save the configuration.

This means the system will automatically pick the Units per Pack value from the Item CF1 Conversion Factor defined in the Item Master.

Create a New Purchase Order

• Initiate a New Purchase Order.

• Open Set Column Attributes.

• Enable the Units Per Pack column.

• Save the column settings.

Enter an Item

• Transact an item in the Purchase Order.

Result

• The Units Per Pack field is automatically populated using the conversion factor defined under Item CF1.

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Option 3: Item CF2.

• Return to the Configuration window.

• Change Pick Unit/Pack From to Item CF2.

• Save the configuration.

Create a New Purchase Order

• Initiate a fresh Purchase Order.

• Enter the same item.

Result

• The Units Per Pack column now displays values based on the Item CF2 conversion factor.

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Modify Conversion Factor During Entry

• If required, you can review or change the conversion factor during Purchase Order entry.

• Press F5 in the Total Packs column.

Features Available

• View existing conversion factors.

• Review pack conversion details.

• Select an alternative conversion factor if required.

Result

• The selected conversion factor immediately updates the Units per Pack calculation.

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Review Conversion Factors in Item Master

To review the conversion factors defined for an item:

• Open Setup Item Multiple Packs

• Search and select the required Item

• Navigate to the Pack Details section

Available Information

Here you can review:

• Item CF1

• Item CF2

• Additional Conversion Factors

• Units Per Pack values

• Pack Definitions

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Key Benefits

• Automates Units per Pack calculation.

• Supports multiple packing structures.

• Improves quantity and packing accuracy.

• Reduces manual effort during Purchase Order entry.

• Provides flexibility for different purchase and packaging requirements.

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Best Practice Tips

• Define all required conversion factors in the Item Master before using this feature.

• Use meaningful conversion setups for different vendor packing formats.

• Verify Units per Pack values before saving the Purchase Order.

• Utilize the F5 option whenever alternate pack conversions are required.

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Final Outcome

The Pick Unit/Pack From option allows Logic ERP to automatically calculate and display Units per Pack based on the selected Item Conversion Factor. Whether using Item CF1, Item CF2, or any other configured conversion, the system ensures accurate pack calculations and streamlines Purchase Order processing.