Create a Unit Based on an Inventory Item

To save time in creating a unit, base it on an existing inventory item rather than creating it from scratch.

When you add a unit from an inventory item, the new unit inherits the properties associated with the inventory item.

Prerequisites:

• You need to have a unit table before you can add units. For more information, see Create a New Unit Table.
• You must use the Purchasing application.
• You must select the Enable Inventory checkbox on the Inventory tab in Settings > Purchasing & Inventory > Company, in the desktop application.

To create a unit based on an inventory item:

1. In the Navigation pane, select Settings > Accounting > Units.
2. At the top of the Unit Tables form, enter either a complete or partial name or number in the Find unit table lookup field to find and select an existing unit table to which you want to add units.
3. Below the Units grid, click + Add Unit.
4. In the Item field on the Add Unit dialog box, select the inventory item that you want to use as the basis for a new unit.
   The unit fields populate with information from the inventory item.
5. Specify information for the new unit, including a unique number, a name, and a unit type, and click Add.
   The unit displays in the Units grid on the Unit Tables form.
6. To add more units based on inventory items, repeat steps 3–5.

When you add a unit from an inventory item and you post an inventory issue, a unit transaction entry file posts to reclassify the cost and to bill the item.

Alternative procedures: You can create a unit from scratch or from an existing unit.