Unit of Measurement

 

Introduction

Unit of Measurement allows you to create different types of measurements to be used throughout the application (e.g., Celsius, Inches, Ounces, etc.). Consistency and ease of use are achieved by creating these units of measurement.

 

User Rights

The following rights must be assigned to a user to manage or view Units of Measurement:

Rights

Description

UNT_MANAGE

Allows administrator to add new object, modify existing object, or delete object.

UNT_VIEW

Allows user to access object to view and select.

 

See Rights Groups to assign Rights Groups to users.

 

Global vs. Local

·         Global Unit of Measurement will be inherited by all Local Organizations. 

·         Local Unit of Measurement will only be viewed and used within that Local Organization.

 

How to Create Unit of Measurement

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Unit of Measurement.

The Unit of Measurement list displays.

2.     Select Action > Add from the main menu.

3.     Enter Code and Unit of Measure.

4.     Enter the unit Multiplier.

5.     Click the Save button.

The new Unit of Measurement has now been added to the UOM list.

 

Managing Unit of Measurement Data

The following options are available within Unit of Measurement objects and can be managed accordingly by an administrator:

Unit of Measurement can be edited, deleted, and deactivated.

 

How to Edit Unit of Measurement

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Unit of Measurement.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Unit of Measurement to edit then select Action > Edit from the main menu.

4.     Edit any information for your Unit of Measurement.

5.     Click the Save button.

All changes are now reflected in the list.

 

How to Delete Unit of Measurement

Units of Measurement can only be deleted from SmartSolve if the UOM has not currently been attached to any SmartSolve records.

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Unit of Measurement.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Unit of Measurement to delete then select Action > Delete from the main menu.

4.     Click the Save button.

The object has now been removed from the system.