2634720 - Rules for changing UoM relationship in UoM group definition

Symptom

You define the conversion rules for units of measure (UoMs) within a UoM group, and select appropriate UoMs to use in the item master data. However, sometimes you need to change the conversion rule for a UoM. In the current system, you find the UoM conversion rule to be strict. 

Cause

Consulting

Solution

The following are the UoM conversion rules as of SAP Business One 9.3 PL05:

1. The UoM relationship cannot be updated for a specific UoM if there are open documents (in which prices can be updated) linked to it. If you try to update the UoM relationship for this UoM, the following error message is displayed in the 
        System Messages Log:
 
   

• • Open documents include requests, orders, quotations, return requests, down payment requests and all drafts, excluding inventory counting transactions.
  • For a non-perpetual company, open deliveries, goods receipt POs and returns are also included.

2. UoM relationships can be updated in the following cases:

• • The UoM is not used in any documents.
  • The UoM is used in other documents (including closed documents per rule 1). In such a case, the following system message is displayed if you try to update the UoM relationship for this UoM:
     

• If you choose Yes, the relationship of that UoM will be changed and all prices in the price list will be refreshed based on the new UoM relationship.

3. If documents (per rule 1, using the UoM) are reopened for some reason after the UoM relationship is changed:

• • A warning will be displayed in the System Messages Log for the document line whose UoM relationship is inconsistent.
  • The price will be refreshed as usual. You may decide whether or not to maintain the price.

4. In SAP Business One version 10.0, when you change the UoM Group field in an item master data record which has open documents, the following error message is displayed:
 
You cannot change the UoM group unless the new UoM group includes the set of conversion rules of the original UoM group.
 
The best practice to change the UoM Group field in version 10.0 based on the system definition is the following:

1. 1. Go to Administration → Setup → Inventory → Unit of Measure Groups, open the Unit of Measure Groups - Setup window.
   2. Right-click the original UoM group row, choose Duplicate Row. Change the row name of the Group and Group Description, and choose Update.
   3. Now you can add additional UoMs in the new duplicate UoM group. However, do not delete or modify the old UoM conversion rules yet.
   4. In the last step, assign the newly created UoM group to the item and click Update. 
   5. Once verified that there are no open documents with the UoM, you can change the conversion rule of this UoM within the newly created UoM group.
   6. Note that you can only change the conversion rules within the newly assigned UoM Group. You cannot change the Base UoM. In an attempt to do so,
      you will receive the error message Removal is not permitted; UoM group is assigned to one or more items.