FA> Maintenance> Units

Unit Type Maintenance

 

Summary

 

The Units Maintenance window is used to create and maintain unit types.

 

Step by Step

 

1     View the unit types. 

 

  • Open the Units Maintenance window (FA> Maintenance> Units).
  • Select a unit type in the left section of the window and the fields in the Maintenance section will update with the information attached to the selected unit type.
  • Right click on the unit types in the left section of the window and select Export grid contents to Excel if you would like to create an MS Excel spreadsheet of the unit types in the window.
  • Highlight a unit type and click the Delete icon or press DELETE to delete the selected unit type. This will open a confirmation information box.
    • Months and Years unit types are created by the system and cannot be deleted.
    • There is no validation on this procedure for user-created units, so you can delete a unit type that is attached to another Springbrook entity.
  • Press INSERT or click the Create icon if you would like to create a new record. This will create a new line item in the left section of the window.

 

2     Create or modify a unit type. 

 

  • The Unit Type field is used to enter the unit type code. This is the value that will display in the Unit Type drop-down menu when you are attaching the unit type to a record. For example, enter EA if you would like to create a unit type for individual units.
    • The value in the Unit Type field can be up to 10 characters long.
  • The Unit Type must be unique. For example, you can have a unit type of EA in the FA and WO modules, but you cannot have two EA unit types in the FA module. You will get a validation error if the Unit Type is not unique.
  • The Multiplier field allows you to specify a multiplier value for an individual unit. For example, an inventory item that is counted individually but is stored 12 units to a box could have a unit type of BOX12 and a multiplier of 12.
  • The Description field is used to enter a description of the unit type. This field can be up to 128 characters long.
  • Press ENTER or click the Save icon to save the unit type.