Recently was working on a large project to change the Standard Unit of Measure for thousands of SKUs in our company. The change necessitated that we change the thousands of open sales orders and purchase orders and work orders that were using these SKUs. Ran into a challenge when trying to update our open purchase orders because Visual Integrator will not let you modify or import into the PO_PurchaseOrderDetail.UnitOfMeasureConvFactor field. Essentially, you can update the unit of measure on the PO and modify the quantity and price but because you can't change the conversion factor, the update will not be effective. I found this even more strange because in the Sales Order module you can access the SO_SalesOrderDetail.UnitofMeasureConvFactor and modify it and use visual integrator to import into this field. I am curious why Sage would allow access in the Sales Order module but not in the Purchase order module. My guess would be that it is an oversight, but wanted to get input from others and particulary any Sage staff that may read this post.
We are on Sage 2018 version 6.00.2.0.
To give a scenario of the change that we are making, let say we had SKU ABC that is currently configured with a STD UofM of BAG and a weight of 50 pounds in that bag. We want to modify the unit to have a STD UofM of LB with a weight of one pounds and a Purchase UofM of BAG with 50 1 LB units making up the bag.
We first adjusted out all inventory to get it out of the system. We then modified the item set up as explained above. We then adjusted inventory back into the system at the new STD UofM. We then started modifying the sales orders and purchase orders in the system. In sales order it was easy to use visual integrator to modify the sales order line detail because you could access the UnitOfMeasureConvFactor field, but in Purchase Order this proved impossible. Because the sales order and purchase order have the UnitOfMeasureConvFactor field set to 1 currently based on the old item set up, if you are unable to modify this field, when you go to receive the PO, it will not receive in the correct quantity in the STD UofM. Even though you update the Unit of Measure on the PO, it is not effective until you update the UnitOfMeasureConvFactor field.
Why would Sage make that field able to be modified in Sales Order and not in Purchase Order?
We worked around it over the weekend to make the change, but if I ever have to do this again, I would like to make sure that Sage makes that field available in Visual Integrator for future projects. How would I go about getting Sage to make that field available?
Thanks in advance for any comments or suggestions!
