Description
This article describes how to manage fractional quantities in the WMS.
WMS has the option to have the items as forced fractional for invoices/purchases/work orders out in decimal places.
Workflow Restriction You should only set an item to fractional just after creating it before it has been used in transactions. |
Detail Steps
Turning ON Fractional Qty for New Items with no transaction history
Go to Item Inventory Card (double click on the item you wish to allow Fractional Overriding) > Settings > Set fractional setting checked.
Close and save the change.
Turning ON Fractional Qty option on any existing item/s
Workflow Restrictions Modifying this option is ONLY recommended during the initial setup. This creates a problem with the current and historical transactions and reports for these items.
Historical sales, purchases and work orders will be incorrect. However, dollars still should be correct on reports, only the quantity incorrect.
There are some ramifications if you make items fractional after they have been used. For example: When you change the UoM to 1000 (turn on forced fractional), it affects historical orders and current item quantity (e.g. current item qty 5 after fractional qty becomes .005) |
Make sure all Purchase orders and WorkOrders have been received and closed.
Make sure all Transfers and Sales has been Shipped and Closed.
Before starting step 1, please Backup WMS database File.
Remove stock from the system via Stock/Item Adjustment.
Log in as superuser and go to Item details > Settings and tick below (make sure no OnHand/OnOrder/OnHold or Committed before ticking).
Add stock back in via adjustment.
OR
7. Create new item/s and set the old items to be inactive with a Z prefix. This means that the reports will show a discontinuity at the point this is done.
NOTE: This can also be done in bulk by the superuser under Preferences > Security Tab.
Turning OFF Fractional Qty option
Workflow Reminders Modifying this option is ONLY recommended during the initial setup. This creates a problem with the current and historical transactions and reports for these items.
Basically, historical sales, purchases, work orders will be incorrect. However, dollars still should be correct on reports, only qty incorrect. Items with transaction history will require manual correction. |
Make sure all Purchase orders and WorkOrders have been received and closed.
Make sure all Transfers and Sales has been Shipped and Closed.
Before starting Step 1, please Backup WMS database File.
Remove stock from the system via Stock/Item Adjustment.
Log in as superuser and go to Item details > Settings and tick below (make sure no OnHand/OnOrder/OnHold or Committed before ticking).
Select OK to Approve the change.
7. Add stock back in via adjustment.
OR
Create new item/s and set the old items to be inactive with a Z prefix. This means that the reports will show a discontinuity at the point this is done.
Related Information
When an item is fractional, the UoM becomes 1000. |
Log in as superuser, Go to Preferences > Inventory Tab > Set quantity format set to #0.000 to activate fractional qty entry in Orders. |