Product: Dynamics 365 for Finance and Operations
Article Link: http://help.truecommerce.com/en/articles/11381110-dynamics-365-for-finance-and-operations-unit-of-measure-conversions
The Unit of Measure Conversion system allows you to configure a translation table that allows you to convert the Unit of Measure that your Inventory utilizes within Dynamics 365 for Finance and Operations with that of your Trading Partner's Unit of Measure providing both parties with their required Unit of Measure and automatically adjusting the quantity amounts as needed.
You can pre-configure each Unit of Measure Conversion you need for any type which can then be set Per-Item within an Inventory Item Cross Reference as desired either for the Item in general, or for a specific Trading Partner.
Adding a Unit of Measure Conversion
You can create a new Unit of Measure Conversion within the Unit Conversion Schedules screen found within the EDI Module
Adding a Unit of Measure Conversion
Navigate: EDI → Accounts Receivable → Setup
Select: Unit Conversion Schedules
Select: New at the top
Set: Schedule ID (Internal Label) and Description
Select: New within Conversions table
Option | Description |
Schedule ID | Display Name for this Unit of Measure Conversion table |
Description | Brief optional description on this conversion |
Conversion Entry | Description |
Transmitted Unit of Measure | Trading Partner seen Unit of Measure sent on EDI Transactions |
Operation | Whether to Multiply the Transmitted UoM or to Divide it upon being received |
Factor | Conversion Factor - The number which the system will Multiply/Divide by in order to convert between the two Unit of Measures |
Internal Unit of Measure | The Unit of Measure to be used within Dynamics 365 for Finance and Operations |
Conversion Factors
A Unit of Measure Conversion is a simple mathematical conversion utilizing either a Multiplication (x) or a Division (÷) Operation by taking the incoming Unit of Measure sent by your Trading Partner and then either Multiplying or Dividing it by the Factor defined within your entry into the Conversion table.
The reverse operation is then performed when sending any Outbound EDI Transactions back to your Trading Partner such as an Invoice (810) or a Purchase Order Acknowledgement (855) so that your Trading Partner continues to see the same Unit of Measure they had originally transmitted on the Purchase Order (850).
It's recommended to use Factors that are easily divisible to avoid conversion errors
Using a Conversion Factor for an Item Cross Reference
Once your Unit of Measure Conversion has been created it will appear as a dropdown option called UM Conversion within any of your Item Cross Reference settings under the Packing and Shipment tab.
You can set this as either a Default Attribute or on an Item Specific Attribute to which the system will perform the conversion upon processing your Sales Order from any inbound Purchase Order (850s)
You can always use the ellipsis (...) button next to the Dropdown to access the Unit of Measure Conversion setup screen to add or modify entries
rev 5/13/2025