UM

Optionally, enter a valid unit of measure for this invoice item. Initially defaults as follows:

If you enter a material:

  • and the line type is Job, Inv, Exp, or SM Work Order, if you entered a valid HQ material, the field defaults the purchase unit of measure. You can override this default, but it must be a valid unit of measure for that material.

    If overrides exist for the specified material/vendor in PO Vendor Materials (POVM), defaults the vendor material UM matching the Purchase UM in HQ Material; if no match is found, it will default the lowest UM for the vendor/material group/material.

  • and the line type is Equip, if the selected material exists in EMEP (Equipment Parts) for the equipment, UM will default from EMEP if it matches the HQMT Purchase UM; otherwise, default will be the HQMT Purchase UM.

    If you selected a vendor material that does not also exist in EMEP, defaults the vendor material UM if it matches the HQMT Purchase UM; otherwise, defaults the lowest UM (in POVM) for the vendor/material group/material.

    If the material does not exist in EMEP or POVM, defaults the HQMT Purchase UM.

  • and the line type is EM Work Order, if the selected material exists in EMWP (Work Order Parts) for the work order, UM will default from EMWP, regardless of whether it matches the HQMT Purchase UM.

    If you select a material from EMEP (Equipment Parts) that does not also exist in EMWP for the work order, UM will default from EMEP if matches the HQMT Purchase UM; otherwise, default will be the HQMT Purchase UM.

    If you select a vendor material that does not also exist in EMWP and/or EMEP for the work order, defaults the vendor material UM if it matches the HQMT Purchase UM; otherwise, defaults the lowest UM (in POVM) for the vendor/material group/material.

    If material does not exist in EMWP, EMEP, or POVM, defaults the HQMT Purchase UM

  • and the line type is PO or SL, this field defaults the unit of measure specified for the PO or SL item. This default cannot be overridden.

Note: If you enter a non-valid material (Job, Exp, Equip, EM Work Order, and SM Work Order lines only), the UM will defaults as LS. You can override this default with any valid unit of measure.
If you do not enter a material:

  • and the line type is Job, if the Default JC Job Phase UM on job lines checkbox is selected in AP Company Parameters, this field defaults the UM from the CT specified for invoice line (as defined in JC Job Phases). If the Default JC Job Phase UM on job lines box is not checked, this field defaults LS as the unit of measure.

  • and the line type is Expense, Equip, EM Work Order, or SM Work Order, this field defaults to LS.

  • and the line type is PO or SL, this field will default from the purchase order or subcontract and cannot be changed.

Note: For Inventory lines, a material must always be entered.