Setup – Mandatory Item Unit of Measure

Using standard Microsoft Dynamics BC365, it is possible to register item transactions without using the unit of measure. This working procedure can represent an issue for reporting.

Because of that, a functionality was developed, functionality that does not allow users to register item transactions without the unit of measure.

Note

To test this functionality, you can post a purchase order of an item that does not have the unit of measure set on the Item Card.

Posting a purchase order for an item with no unit of measure

Important

If an item with no base unit of measure is used in a purchase/sales transaction, on posting, the system will display an error message regarding the fact that the field Base unit of measure is mandatory in the item card.

  1. Open one Item Card by searching for Items in the Tell me icon and verify that the field Base Unit of Measure (from the General tab) is not filled.
  2. Create a new Purchase Order by searching for Purchase Orders in the Tell me icon and fill in the lines, the following fields:
    • Type;
    • No.;
    • Location code;
    • Quantity;
    • Direct unit cost;
  3. In the Purchase Order window, click Posting -> Post -> Receive and Invoice, and press the Ok button.
  4. You should receive the following error message: “Base Unit of Measure must have a value. It cannot be zero or empty”.
  5. To fix this error, open again the Item card and add in the field Base unit of measure a value.
  6. Open the same Purchase Order created at step 2 and reselect the item no. in the line. Fill the rest of the fields from the Purchase Order line according to the indications from step 2.
  7. Select again Posting -> Post -> Receive and Invoice, and press the Ok button. The invoice will be posted without the error message regarding the base unit of measure.