ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Units of Measure



Sana allows a shop administrator to define units of measure for products sold from the webshop. Customers in their turn can select the unit of measure for products they buy. Units of measure are managed for the products in Dynamics 365 for Operations.

 NOTE

When units of measure are configured in Dynamics 365 for Operations, you should run the General information import task in Sana Admin to import units of measure from Dynamics 365 for Operations to Sana.

In Dynamics 365 for Operations click: Organization administration > SetupUnits > Units.

Use the Units form to manage the list of available units of measure. Many units of measure are available by default, but you can create additional units of measure. Each unit of measure can be made visible or invisible in the webshop. Select the Visible in webshop option to make a unit of measure visible. If the option is not selected, the unit of measure will not be used in the webshop.

To add a new unit of measure, create a new record and enter at least Unit and Description. Units of measure can be translated to any language and shown in the webshop when you select a language. To add a translation, select the unit of measure and on the action pane click Translated unit descriptions. Here you can select a language and enter translation for the unit of measure description.

Select a unit of measure and on the action pane click Unit conversions. Use Unit conversions to set up conversion rules that control the conversion between units of measure. You can set up standard or product-specific conversion rules.

For example, you can convert pieces into box, determining how many items are in one box. A conversion rule that is setup, for example, to convert pieces into box also covers the conversion from box into pieces. Each unit of measure can have multiple unit conversions associated with it.

For each product you should also set up a base unit of measure. This can be done on the Released product details form, on the Sell FastTab, in the Unit field. The base unit of measure set for a product is used as the default one and is shown in the webshop regardless of its visibility option.

To give a customer possibility to select a unit of measure in the webshop, you should also enable units of measure in Sana Admin: Setup > Products > Units of measure. For more information about units of measure settings in Sana Admin, see 'Products'.

If units of measure conversion rules are not configured in Dynamics 365 for Operations, only the base unit of measure set on the Released product details form will be shown in the webshop.

If in Dynamics 365 for Operations units of measure are set to Visible in webshop, conversion rules are configured and units of measure selection is enabled in Sana Admin, then in the webshop there will be a dropdown list where a customer can select with which unit of measure he or she wants to order the product.

In Sana Admin you can also configure rounding of quantities for each unit of measure that is set to Visible in webshop in Dynamics 365 for Operations.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition