Create a New Unit Table from an Inventory Item

This option is available if you use Vision Purchasing and Inventory and you select the Use Inventory option in Purchasing and Inventory Configuration. When you copy an inventory record, the new unit table inherits the properties associated with the copied record.

To create a new unit table, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Units.
2. Click New and select Create Unit from Item to open the Item lookup and select the inventory item that you want to copy. Vision populates the unit fields with data from the inventory item.  When you link an item to the unit and you post an inventory issue, a unit transaction entry file posts to reclassify the cost and to bill the item.
3. Complete the remaining fields on the Units form or the Units dialog box.
4. Click Save.