# Inventory Management\Sales Management Customer Specific UOM

We have some parts that are set up with the Primary UOMs as EA. (each). These parts are actually a case of the product. There is also a CS (case) UOM on these parts that has a Conversion Factor of 1. Some trading partners order with a UOM of CS and the quantity is the number of cases they are ordering. Some trading partners are ordering with a UOM of EA. and the quantity is the number or units within the case they are ordering so the actual number of the part that should be shipped is equal to UOM EA. divided by the number of units in a case.

For example one trading partner is ordering 10 CS and another trading partner is ordering 120 EA. of the same product. Both of these equate to 10 of the part to be shipped since the part is a case of 12 individual items.

Is there a way to set up Customer Specific UOMs or some other way to set this up in the system so that the correct number of parts get shipped?

If the primary UOM is EA, then the CASE conversion should be the number of EACHes in the case.

Under the current method, you are probably getting an inventory out of balance when you ship a case by the number of EACHes in a case.

For example one trading partner is ordering 10 CS and another trading partner is ordering 120 EA. of the same product. Both of these equate to 10 of the part to be shipped since the part is a case of 12 individual items.

In this example, each time you ship a case of this part, if you are not telling the system you are shipping 12 eaches, you inventory will go out of balance. The CASE UOM for that part needs to be fixed in order for you to ship the correct quanyity.

Charlie

UOMs of 'case should require several UOMs as there’s no standard Qty in a case (unlike a dozen always having 12).

We have UOMs of BX10, BX20, BX50, etc…
1 BX10 = 10 EA, 1 BX20 = 20 EA , etc …

And you can set the symbol for each of those to be ‘BX’

You can set up part specific uom conversion. Regarding customer uom the same can be managed by using customer price lists. In the price list for the customer the price can be the uom customer prefers.

Vinay Kamboj

Thank You Vinay. I never looked at the customer price list.

Charlie

This is how we currently have it set up, but the part is actually the case so the Inventory amount that shows as needing to be shipped is off. I need to somehow make the each = case/12.

The problem is that the part is actually the case. Can I change the Each conversion to Case\12?

It’s best to make the IUM (inventory UOM) in the units that make the most sense of how it’s stocked or used. If Job or order (or even a Misc Issue for use as a shop supply) can specify a single can, then make the IUM EA. Then make UOM’s of CS12 with a conversion of 1 CS12 = 12 EA.

If the most common way it is sold is by the case of 12, then make CS12 the SUM (Selling UOM).

We run into the most problems with IUM to PUM (Purchashing UOM). Some vendors may consider their part number to specify an individual (i.s. EA), but can only be sold in certain multiples. This requires the buyer and receiver to be extra diligent during entry. Especially if AP is very particular about matching Receipt Qty to Invoice Qty.