Tuesday, January 10, 2017

Units and Unit Conversions

AX is very customizable, even for the quirkiest of situations. You could work for a company that has an item with a strange unit of measure (UOM) that isn't in the standard list of units that come with AX. You can add that new unit to your list of units in AX and still sell it, purchase it, inventory it - anything you can do to an item in AX can be done with your item that has a unique UOM! You can even create conversions between units that will help when you have a situation that requires it. Keep reading to find out more.

Creating a New Unit in AX


Units can be found in Organization administration > Setup > Units > Units. Here you will find the full list of Units that are available to use in AX. You can also see the parameters assigned to each unit such as Unit class, Decimal precision, and whether or not it's United States customary or Metric. 

Image of the Units form in AX with list of all available units on the left.
This is where we define Units in AX.

It is within this form that you can also create a new UOM for your company. This shouldn't be too frequent of an occurrence, but in the event that you do need it, it is available!

Select New to create a new Unit. I am going to create a Unit called a Carton. This is not a common UOM, but I do know a few things about it. It is a UOM that can be measured in a few different ways, by individual pieces and by weight. And I also know that the intention is to start selling Cartons of this product to our customers. 

Once I create my new unit, I have to select the Unit class. Below is a portion of the Unit classes available for selection:

A screenshot of unit classifications such as Quantity, Length, Area, Liquid volume, Dry volume, Mass, Time, etc.
Some of the many classifications available for the creation of Units in AX.

I am going to select Mass as the Unit class for my new unit Carton. Then I select None for System of units since this is a unit that is specific to my company and doesn't fall under the systems available. System of units is where we define if the unit is Metric or United States customary. This is not a requirement for the unit to function properly.  

I can now create storage calculations, external codes, or unit conversions for my unit. One concept I enjoy working with in AX is the concept of Unit conversions, and I am going to focus on that next. 

How to Create a Unit Conversion in AX


Unit conversions can be found in the same location as units, under Organization administration > Setup > Units > Unit conversions. They can also be found on the ribbon of your Released products screen in the Product tab under Set up. This can be accessed from the main Released products screen or from within your Released product. Released products can be found in Product information management > Common > Released products

On the item, you can create a unit conversion in the Product > Set up tab. This is also where you will apply an existing conversion to an item.
You can create a unit conversion on the item itself! This is also where you will apply a conversion to an item.

There are many reasons why I may want to set up a Unit conversion in AX. One would be because I may sell my item by the Carton, but inventory it by the pound (lb). When setting up a new item in Released products, you do not have to use the same UOM for all of the UOM fields on the item! You can set all of them up differently, but if a unit conversion doesn't exist and the units are different, one will need to be created. 

There are plenty of Standard conversions already created in AX. For example, there is a standard conversion set up for 1 g = 1000 mg. Likewise, there is also a conversion set up for 1 ft = 12 in and another for 1 in = 1/12 ft. 

Screenshot of unit conversion screen. The result of the unit conversion is displayed at the bottom of the screen.
There are many conversions already set up in AX. You can see the conversion result at the bottom of the screen for each one.

Since our new item doesn't conform to any standards or have any predefined conversions, we are going to create our own unit conversion. 

There are two options when creating a new unit conversion. There are Intra-class conversions, which are items that use the same type of Unit class (Mass, Length, Quantity, etc.). There are also Inter-class conversions. These are units that are set up in different Unit classes. 

I have created a fake item called 25# Carton of Stuff, item 98765. For this fake item, I know that the customer wants to buy it by the carton, but my company will inventory it by the pound.

Since I know that both of my units, carton and lb, are of the Unit class Mass, I know that I need to set this up as an Intra-class conversion.

When I set up a Unit conversion in AX, I have to specify an item on the conversion line. If I do not create a conversion, I will receive errors telling me that a conversion needs to be created for this item.

In my example, I use my fake item, item number 98765 - 25# Carton of Stuff, to show how to set up a 25 lb conversion.

Showing how to up a unit conversion for a carton to weigh 25 lbs.
Unit conversion setup between Carton and lb

As you can see in my example above, I set it up to read as follows:

Screenshot closeup of unit conversion formula 25.000*(1/1) from unit Carton = to unit lb

The conversion formula appears to be set up backwards, but if you look at the conversion result at the bottom of the screen, it does read 1 Carton = 25 lb.

Our conversion result shows that we can now switch between 1 Carton and 25 lb easily when this conversion is set up on an item.
Our conversion result shows that we can now switch between 1 Carton and 25 lb easily when this conversion is set up on an item.

Now, I can go back into my item and set my Inventory UOM to lb and my Sell UOM to Carton. It will work seamlessly between the two, with the carton always weighing 25 lb due to the conversion.

Screenshot showing Carton as an available unit for our item where we created the conversion.
Carton is now available as a selection for Unit on my item where the conversion was created.

As you can see, Carton is now available for me to choose on my item for my UOM fields because there is a valid conversion between the two items. I can choose to sell my item by the carton and inventory it by the lb or vice versa.

Conclusion


Setting up units and unit conversions to meet your business's needs can be a very powerful tool to leverage in AX. You can easily switch between units when needed and offer your customers the flexibility to use their own unit when ordering if it is different than the unit that your company uses. This unit will then follow the item all the way through the process to invoicing, which is a great tribute to your flexibility as a business. This is also beneficial for being able to work with your customers and vendors to provide the experience that they need with ease.

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