Create a New Unit Table from an Inventory Item

You can create a new unit table from an inventory item.

You can do this if you use the Purchasing & Inventory application, and you selected the Enable Inventory check box on the Inventory tab in Settings > Purchasing & Inventory > Company in the desktop application.

When you copy an inventory record, the new unit table inherits the properties associated with the copied record.

To create a new unit table from an inventory item:

1. From the Navigation menu in the desktop application, click Hubs > 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. Deltek 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.