Question
Our team has a few vendors that use a Unit of Measure (UOM) conversion for how items are billed between the PO and invoices. For Syteline ERP users, how does SourceDay process these invoices?
Answer
Syteline users can setup Unit of Measure conversions within their ERP per vendor. Once this is set up our implementation team can configure a special API to pull in this data to SourceDay for invoice processing. Please reach out to support@sourceday.com to explore this solution more.
Syteline Setup Steps
Managing Unit of Measure Options
Open Unit of Measure Codes, and check that the code already exists, it may need to be created to be available in the conversions tab
Managing Conversions
Open Unit of Measure Conversions
Specify Base and Converted UOM
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The “converted” UOM is always referencing the UOM of the “receiving party”
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On PO receiving, converted UOM is Po Line, base is the supplier’s
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On CO, base UOM is on the Customer Order and Converted is the buyer’s
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It comes down to how the order impacts inventory that will tell you who the “receiving” party is, POs add to inventory, COs take from it etc
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Set Up Conversion Via Unit of Measure Conversion Type
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Type: Global
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Works well for company-wide generic and standardized conversions that handle the same type of measurement, length to length (feet to inches), weight to weight (pounds to ounces) etc
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Type: Item
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Conversion is specific to the item in question, or need to override the global conversion for a specific item
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These would be more specifically conventions for how an item is quantified
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Type: Vendor
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This terminology would be that the unit of measure conversion is specific to a vendor and specific item
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Type: Customer
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These aren’t typical for SourceDay, but would apply conversely to Vendor level
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Contact Support
Be sure to email support@sourceday.com to set up a review call with integration.