Sales
The Dual Unit of Measure app allows you to take orders from customers in units, and when shipping, specify the units shipped and the actual weight shipped.
Create a Sales Order with Dual Unit of Measure Items
In this example, we assume that you already know Business Central and have already set up Dual Unit or Measure Items. You should only try these examples after running through the Purchases example so that you have inventory.
Variable Ratio Dual Unit of Measure Item
- Create a new Sales Order and select the Customer.
- In the lines section, select Item for the type and then select the Beef Whole Eye Fillet item.
- Specify 10 in the Units field.
- Specify the Unit Price.
Fixed Ratio Dual Unit of Measure Item
- Add a new line and select the Punnet of Strawberries item on the same purchase order.
- Specify 10 in the Units field.
- Release the sales order.
You will notice that the Quantity field updated automatically for both lines using the ratio configured against the item.
If you want to show the units on your purchase order document, you will need to update the layout of the Standard Purchase Order. You might need help from your implementation partner to do this. The app extends the standard documents and adds units to the dataset, so you only have to update your layout.
Ship and Invoice a Sales Order with Dual Unit of Measure Items
We will now ship and invoice the order we created above.
Processing
- On the line for the Beef Whole Eye Fillet, change the Qty. to Ship to 11.25. In this scenario, the weight is slightly over the average, but well within the tolerance we specified in the setup (20%). Notice how updating the Qty. to Ship also updated the order quantity and amount without reopening the document.
- Select the Post action and select Ship and Invoice.
View the Posted Entries
- Posted Sales Invoice
- Posted Purchase Receipt
- Item Ledger Entries
- Value Entries