Apply a custom unit on a purchase order line

-> Available from ALIX 11.24.0. How do I find out the current version?

The custom unit allows purchasing an item in a unit different from its stock unit. This page describes how to apply or edit it on a purchase order line.

To set a default custom unit on an item, see the Custom unit section of the Purchase tab page.

Note: it is impossible to apply a custom unit if the purchase order is no longer in Draft.

Apply a custom unit to a line

Note: if the item or the vendor has a default custom unit defined, it is applied automatically to the line. If both are defined, the vendor’s custom unit takes priority. Skip to the Edit the custom unit of a line section to adjust the values.

  1. From the menu on the left, choose Purchases -> Purchase orders.
  2. Open the desired purchase order, then click Edit in the top right.
  3. Select the desired item line, click More actions -> Apply a custom unit.
  4. In the window, fill in the fields:
    1. Unit: name of the unit (e.g. “box”).
    2. Format: conversion factor to the stock unit (e.g. 150 for a 150-unit box).
  5. Click Confirm.

 

Edit the custom unit of a line

As long as the purchase order is in Draft and the line is not associated with a bill, you can edit the values of the custom unit.

Edit the format Edit the value directly in the line item. The stock quantity and unit price are recalculated automatically.
Edit the unit Click More actions on the top right of the line, then select Apply a custom unit to reopen the window.

 

Custom unit display

When a custom unit is applied to a line, it appears:

  • In the purchase order item grid (quantity and price in the custom unit).
  • In the line item.
  • On the purchase order PDF.

The custom unit also propagates to the goods receipt and to the bill created from the purchase order.