Change Unit of Measure Conversion Factor
Configure the
Change Conversion Factor Request Event
business process.You can use Workday to change the conversion factor between an item's stocking unit of measure (UOM) and base UOM after you've made transactions on items in any inventory site. We enable faster adoption to manufacturer packaging changes, even after you've moved them.
- Access theCreate Change Conversion Factor Requesttask.
- As you complete the task, consider:
Option Description ItemSelect the item for the conversion change. You can't change the UOM on serial items or when an item is on:- An in-flight pick or shipment.
- Any purchase item request.
New Conversion FactorSets the new conversion factor for your selected UOM to the item's base UOM. - On theImpact Summarysection, you can view Pick List and Quick Issue transactions that are preventing the conversion factor change request from advancing.You can also take action on those transactions using the Related Actions menu from the drill-down for the transactions.On theInventory Balancetab, you can view any impacts from the conversion factor change request at any inventory sites that support the item.On theReservationstab, you can view any impacts from the conversion factor change request on inventory reserved for an inventory site.
- (Optional) You can configure anEvaluate Exceptions for Change Conversion Factor Requeststep into your business process and access it after you submit a request. Administrator level users can use this step to assess any blocking transactions, or non-viable conversions.
Workday changes the conversion factor for the UOM for your item.
Workday transacts inventory returns from a quick issue or stock request in the base UOM when there's a change in conversion factor between the originating transaction and the inventory return.
You can't perform a put-away adjustment when the receipt has been put-away and the conversion factor for the item's put away UOM was updated.
Access the
Edit Purchase Item
task for your item to confirm the conversion factor change.