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Administrator Guide
Last Updated: 2024-06-14
Concept: Multiple Ordering Units of Measure

Concept: Multiple Ordering Units of Measure

You can maintain multiple ordering units of measure (UOMs) on catalog items and purchase items. You can also enable catalog item maintenance on your purchase item tasks to unify item maintenance work on the
Edit Tenant Setup - Financials
 task.
When you select an item on a procurement transaction, Workday populates UOMs associated with the item on UOM prompts. Workday also populates pricing information based on the UOM you select.
For purchase items, you can associate ordering UOMs with the:
  • Purchase item.
  • Supplier information for the purchase item.
When you select purchase items with supplier information on a procurement transaction, Workday populates UOMs from these tabs on purchase item tasks:
  • Supplier Information
     tab when the document has matching supplier information.
  • Item Overview
     tab when the document doesn't have matching supplier information or when you create a consignment document type.
You can manage ordering UOMs by:
  • Associating them to a price, conversion factor, usage, and lead time.
  • Configuring default ordering UOMs.
  • Configuring default issuing UOMs.
  • Configuring default stocking UOMs.
  • Configuring default unit of use UOMs.

Restrict Units of Measure

You can configure your tenant to restrict the
Unit of Measure
 prompts to the valid ordering UOMs of a selected item on these tasks:
  • Create Change Order.
  • Create Internal Service Delivery
     (only for catalog items).
  • Create Purchase Order.
  • Source Requisitions.

Multiple Units of Measure on Procurement Transactions

Transaction
Description
Example
Requisitions
You must configure your company procurement options to allow workers to select a different UOM on a requsition.
Test tubes are available in cases and boxes, with different prices. You can request test tubes in a case or a box, or any of the enabled units of measure:
  • Unit price of a box of test tubes is $25.
  • Unit price of a case of test tubes is $100.
Sourcing
You can source an item in an alternate UOM based on your purchasing needs. Workday adjusts the unit price based on the UOM selected.
A requester can request for 5 boxes. 5 boxes = 1 case.
Source 1 case instead of 5 boxes as this is a cheaper option.
Receiving
You can receive a catalog item against a purchase order line in a different UOM than the ordering UOM.
You can also receive in a different UOM than the ordering UOM when you have a purchase item with supplier information.
You create a requisition for 4 cases of jumbo test tubes, then you auto-source the requisition to a purchase order with Supplier ABC. You then receive a partial shipment of 200 sets.
Invoicing
The UOM on supplier invoice lines enables you to reconcile invoices with the quantities of items you actually ordered and received.
When you create an invoice line, you can verify that the UOM matches the UOM specified in the purchase order or receipt.
For catalog items and purchase items with supplier information, you can select a different UOM from the UOM on the purchase order or receipt.
Workday displays an invoice price variance on your accounting entry for inventory items when you meet these criteria:
  • A received UOM differs from a ordering UOM.
  • An invoice price differs from a receipt price.
You order 2 cases (each case contains 5 boxes) of a supplier item. The supplier can partially fulfill the order and ship 5 boxes.
You can invoice the UOM as case or box (or any valid alternate ordering units of measure) ensuring that the matching rules still apply. Workday updates the unit cost to reflect the invoiced UOM.

Just in Time (JIT) Units of Measure

You can configure just-in-time UOMs to enable items for just-in-time replenishment. When you create a just-in-time requisition and select an item, Workday populates just-in-time UOMs on UOM prompts.
If you change a UOM, Workday populates the correct price.
When you select purchase items with supplier information, just-in-time UOMs only populate from the purchase item when the document has matching supplier information.

Packaging String

Packaging strings provide visibility into the different UOMs and their conversion factors. Workday automates packaging string data when you enter a packaging string in the supported format, with packaging values moving lowest to highest. You can display packaging strings on these transactions:
  • Inventory
  • Procurement
  • Supplier accounts
Example:
1 Each/4 Box/200 Case
 means 1 case contains 4 boxes, and 1 box contains 200 items.