Unit of Measures for Selling Items: Best Practices for Dynamics 365 Business Central Functional Consultants

Assigning Unit of Measures for Selling Items

Question

You are setting up a new company for a customer.

The customer wants to sell items in boxes and pallets, but refer to the items as pieces.

Each box contains 12 pieces.

Each pallet contains 144 pieces.

You need to assign the unit of measures to items.

How should you assign the unit of measures?

Answers

Explanations

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A. B. C. D.

C.

https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-setup-units-of-measure

When setting up a new company in Microsoft Dynamics 365 Business Central, it's important to assign the correct unit of measures to the items. In this case, the customer wants to sell items in boxes and pallets, but refer to the items as pieces, and each box contains 12 pieces while each pallet contains 144 pieces.

To assign the correct unit of measures, there are several options:

A. Create Box as a base unit of measure. Add Pieces as an item unit of measure with the quantity per unit set to 0.08333.

This option assumes that the box is the most commonly used unit of measure and is therefore assigned as the base unit of measure. Pieces are added as an item unit of measure, with a quantity per unit of 0.08333. This is calculated by dividing the number of pieces per box (12) by the number of boxes per unit (144), which gives 0.08333. This option may be confusing for users who are used to referring to items as pieces rather than boxes.

B. Create Pallet as a base unit of measure. Add Pieces as an item unit of measure with the quantity per unit set to 0.0069.

This option assumes that the pallet is the most commonly used unit of measure and is therefore assigned as the base unit of measure. Pieces are added as an item unit of measure, with a quantity per unit of 0.0069. This is calculated by dividing the number of pieces per pallet (144) by the number of pallets per unit (20,000), which gives 0.0069. This option may also be confusing for users who are used to referring to items as pieces rather than pallets.

C. Create Pieces as a base unit of measure. Add Pallet as an item unit of measure with the quantity per unit set to 144.

This option assigns pieces as the base unit of measure, which is in line with the customer's preference. Pallets are added as an item unit of measure, with a quantity per unit of 144. This is straightforward and easy for users to understand, as items are referred to as pieces, and pallets are simply a larger unit of measure.

D. Create Pallet as a base unit of measure. Add Box as an item unit of measure with the quantity per unit set to 0.08333.

This option assumes that the pallet is the most commonly used unit of measure and is therefore assigned as the base unit of measure. Boxes are added as an item unit of measure, with a quantity per unit of 0.08333. This is calculated by dividing the number of boxes per pallet (12) by the number of pallets per unit (144), which gives 0.08333. This option may be confusing for users who are used to referring to items as pieces rather than boxes.

Based on the customer's preference, option C is the best choice. It assigns pieces as the base unit of measure and pallets as an item unit of measure, with a clear quantity per unit of 144. This makes it easy for users to understand and avoids confusion when referring to items as pieces rather than boxes or pallets.