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Overview:

The Unit of Measure window allows you to create and update unit of measure codes and descriptions which are how you define quantities of material you agree to purchase or deliver. Units of Measure defined here, can be reference across all of PENTA, including the following modules/areas:

  • Purchasing
    • Requisitions
    • Purchase Orders
    • Vendor Catalog Maintenance
  • Inventory
    • Inventory Transfers
    • Sale of Inventory
  • Project Management 
    • Subcontracts
    • Estimating
    • Forecasting
    • Production Units Complete
    • Unit Price Billing
  • Fixed Asset/Equipment
    • Equipment Charging
    • Maintenance Units
  • Service
    • Customer Equipment Meter Readings
    • Unit Rate Billing

Benefits:

  • A single master list used to track almost an unlimited number unit of measures in the system

Roles:

  • Project Lead
  • Service Lead
  • Purchasing Manager
  • Inventory Manager
  • Equipment Lead
    NOTE: Although all of the above roles should have say in this list, the actual maintenance of this list should be kept to a primary and backup resource

Location:

  • Purchasing > Setup > Unit of Measure

Video:

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