Setting up Unit Tables Quick Reference

Use this quick reference as a guide for setting up unit tables.

Step	Procedure	Related Information
1	Create a new unit table in Settings > Accounting > Units.	Create a New Unit Table Unit Tables Form
2	At the bottom of the Units grid, click + Add Unit.	Add Unit Dialog Box
3	On the Add Unit dialog box, add units to the unit table. There are three methods for adding units: From scratch: You can do this if you need to add a unit using a new set of information. From an inventory item: You can do this if you need to add a unit based on existing information of an inventory item. This method requires that: You use the Purchasing application. You have selected the Enable Inventory check box on the Inventory tab in Settings > Purchasing & Inventory > Company, in the desktop application. When you add a unit from an inventory item, the new unit inherits the properties associated with the inventory item. From an existing unit: You can do this if you have existing unit information that you can reuse. When you add a unit from an existing unit, the new unit inherits the properties associated with the existing unit. If you use multiple companies: You can add existing units from tables that belong to other companies in your enterprise. If any general ledger accounts from the existing units are not valid for the active company, the accounts do not get copied into the fields in the Units grid. You must enter valid account numbers in the blank fields.	Add a Unit from Scratch Add a Unit from an Inventory Item Add a Unit from an Existing Unit
4	Click Save.