Exact Globe+

Maintaining measurement calculations data at the items

Introduction

The Measurement calculations module is a building block for companies that trade in items with variable properties, such as wood, steel, or glass products. Due to the flexibility of the system, this module also makes it possible to work with properties other than dimensions, such as quality.

With the Measurement calculations module, during the entry of logistics transactions, the numbers of items with variable properties can be entered using a self-definable formula, a so-called measurement calculation. A maximum of six entry fields for properties can be defined per measurement calculation. For each entry field, it is indicated how the entry takes place in the screen and which name should be displayed in the screen. This name can be “Length”, “Width”, or “Height”; it can also be “Wheelbarrows” or “Sandbags”. The different properties can be added together, subtracted from each other, multiplied with each other, and/or divided by each other. In addition to the six entry fields for properties, six more free fields can be defined; three text fields, a date field, and two Yes/No fields.

A measurement calculation can be linked to multiple items. Additionally, you can also link multiple measurement calculations to one item.

The fields and options for maintaining items with SE5121 Measurement calculations in your license are largely the same as when SE5121 Measurement calculations is not available in your license. This document therefore only discusses the deviating cases. A description of the other fields can be found in the document for creating and maintaining items.

What version are you using?

The information in this document is applicable to product update 418 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I maintain the measurement calculation data at the item maintenance?

In the Order/Items/Maintain screen, select the item from which you want to edit the measurement calculation formula.
Click Open.
Click Measurement calculations.
Make the required changes (change category, link or unlink measurement calculation formulas).
Click Save. For more information on creating and maintaining measurement calculations, see Creating and maintaining measurement calculations.

Extra tab - at the item maintenance

The measurement calculation data at the item maintenance

Click the Measurement calculations button to view and maintain the measurement calculations for this item. In a new screen, you can view or edit the following data:

Item/Description

The item and the item description from which you have opened this screen are displayed. This cannot be edited.

Category

Define the categories to which the measurement calculations apply. If you select only the Sales orders category, you can only select this measurement calculation for transactions that fall within the sales orders category. For example, the measurement calculation cannot be selected when entering a production order.

When you hover the mouse over the category, the menu paths to which the relevant category applies will be displayed.

Note: As certain actions can be started from multiple menu paths, the category is important for the combination of the menu path and the action.

For example, you can also deliver a production order via the menu path Order ? Entries ? Fulfilment. In this case, if you have selected the Production orders category instead of the Sales orders category, it does not matter through which menu path you deliver the production order.

The following table shows an overview of the relations between categories and the respective menu paths and actions.

Category	Menu path	Action
Sales orders	Invoice ? Entries ? Invoices	Entering invoices
	Invoice ? Entries ? Direct invoices	Entering direct invoices
	Order ? Entries ? Sales orders	Entering sales orders and delivering sales orders
	Service ? Entries ? Service orders	Entering service orders and delivering service orders
	Service ? Entries ? Realizations	Realizations of service orders
	Order ? Entries ? RMA orders	Entering RMA orders and receiving RMA orders
	Order ? Entries ? Fulfilment	Delivering sales orders and entering (unplanned) returns
	Inventory ? Entries ? Fulfilment	Delivering sales orders and entering (unplanned) returns
	Manufacturing? Entries ? Issue	Delivering sales orders and entering (unplanned) returns
	CRM ? Entries ? Quotations	Entering quotations
Purchase orders	Purchase ? Entries ? Purchase orders	Entering purchase orders and receiving purchase orders
	Purchase ? Entries ? RTV orders	Entering RTV orders and delivering RTV orders
	Purchase? Entries ? Receipts	Receiving purchase orders and RMA orders
	Purchase ? Entries ? Returns	Entering planned returns and new unplanned returns
Production orders	Manufacturing ? Entries ? Issue	Entering issues and delivering production orders
	Manufacturing ? Entries ? Receipts production	Receipts of production orders
	Manufacturing ? Entries ? Production orders	Entering production orders, issuing production orders, and receiving production orders
	Manufacturing ? Setup ? BOM	Entering bill of materials
	Order ? Entries ? Fulfilment	Delivering production orders
	Inventory ? Entries ? Fulfilment	Delivering production orders
Inventory	Inventory ? Entries ? Internal use	Entering single internal orders
	Inventory ? Entries ? Fulfilment	Delivering single internal orders
	Inventory ? Warehouse management ? Counts	Counts
	Inventory? Warehouse management ? Interbranch transfers	Entering interbranch transfers
	Order ? Entries ? Fulfilment	Delivering single internal orders
	Manufacturing ? Entries ? Issue	Delivering single internal orders

The Sales orders and Purchase order categories are automatically selected when a formula or measurement calculation is linked to an item.

Link section

The Link section shows the measurement calculations that are linked to this item. You can link multiple measurement calculations to an item. The formula that is linked first is the standard formula used for this item. This is indicated by the green check mark in the Default column. If you want to make another measure calculation the default, you can double-click the relevant calculation. The default check mark is then displayed for that line and cleared from the current line.

This section also allows you to remove the formulas from the item and add a new formula.

Add

Click this to add a new measurement calculation to the item. In a selection screen, you can select the desired measurement calculation, and then add it to the item by clicking the Select button. You can also create new measurement calculations from the selection screen.

Delete

Click this to remove the selected measurement calculation from the item. When deleting, the link between the measurement calculation and the item is canceled. The measurement calculation will still be available when maintaining the measurement calculations.

Save

Click this to save the changes.

Close

Click this to close the screen.