Item Selling Ratio Change and Its Effect on Invoice History - Suggestion on How Item Can Be Sold in Two Different Units of Measure

Item Selling Ratio Change and Its Effect on Invoice History - Suggestion on How Item Can Be Sold in Two Different Units of Measure

Release Date: 1/22/2025
Version: 7.x & Update

Q - While investigating a “complaint” from a customer about different totals while running Invoice History (the report today shows different totals than a log that was written), I understood that we do not keep the ratio on the cpordlin.  I assume that the Item master field 15 is used on the fly.  I know this is a very old logic but in my opinion it needs to be changed.  If the Item Master file ratio is changed after an invoice is posted, I suspect the duplicate invoice will be wrong.  Also the Invoice history.

A - This is a known issue.  To solve this problem through programming changes in Elliott, it is necessary to add a ratio field to the CPORDLIN table. Subsequently, all current calculation logic would need to be updated based on the ratio stored in the CPORDLIN table.

To accomplish this:

  1. This change is massive because the current calculations are based on the ratio in IMITMFIL.
  2. We cannot make this change until we convert the Elliott database.

Given these challenges, I don’t believe this request can realistically be implemented in the near future (e.g., within the next five years).

Generally speaking, I would suggest that my customer address this issue using the following method:

Let’s take an example: Suppose there is an item that can be sold both in EA (each) and BX (boxes). In this case, these should be set up as two separate items with similar item numbers and descriptions, so they can be easily located side by side in F7 and F8 searches. The EA item should be set up with its EA UPC code, while the BX item should use the GTIN (14-digit code) as its UPC.

If the BX item is broken up, there should be a conversion process to convert the BX item to the EA item and vice versa. This can be achieved by creating a BOMP work order (WO). The warehouse can handle this conversion using the work order process.

From a stock status inquiry perspective, this setup allows visibility of the quantity for both the BX item and the broken box EA item. Rather than relying on a price table with quantity breaks, a better approach would be to establish different unit prices for EA and BX to incentivize customers to purchase in BX.

Please also see the following related KB article: 
 

EMK

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