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  • If the Item is on a Price List, then use the Price List 'Price UOM'
  • If the Item is set up as a Favorite in the 'Favorites' tab of the Customer Record View or Customer Addresses Record View, then use the Favorite's 'Price UOM'
  • Use the Item’s 'Default Price UOM' property


Examples

Example #1 - Item is on Price List and set up as a Favorite

(Scenario 1) The 'Price UOM' on Price List is a Unit Type UOM: An item managed by units and weight is on a Price List and the 'Price UOM' is "Case". The item is also set up as a favorite and the 'Unit UOM' is "Bag" and 'Weight UOM' is "Lbs". The item's default 'Sales Order Unit UOM' property is set to "Bag" and default 'Sales Order Weight UOM' property is set to "kg". In this case, the 'Units UOM' will default to "Case". The 'Weight UOM' will default to "Lbs". The 'Price UOM" will default to "Case".

(Scenario 2) The 'Price UOM' on Price List is a Weight Type UOM: An item managed by units and weight is on a Price List and the 'Price UOM' is "kg". The item is also set up as a favorite and the 'Unit UOM' is "Bag" and 'Weight UOM' is "Lbs". The item's default 'Sales Order Unit UOM' property is set to "Case" and default 'Sales Order Weight UOM' property is set to "kg". In this case, the 'Units UOM' will default to "Bag". The 'Weight UOM' will default to "kg". The 'Price UOM" will default to "kg".

Example #2 - Item is set up as a Favorite, but not on a Price List

An item managed by units and weight is set up as a Favorite and the and the 'Unit UOM' is "Case" and 'Weight UOM' is "kg" and 'Price UOM' is "kg". On the Item Record View, item default for 'Sales Order Unit UOM' is "Bag", 'Sales Order Weight UOM' is "Lbs" and 'Default Price UOM' is "Lbs". In this case, the 'Units UOM' will default to "Case". The 'Weight UOM' will default to "kg". The 'Price UOM" will default to "kg".

Example #3 - Item is on Price List, but not set up as a Favorite

An item managed by units and weight is on a Price List and the 'Price UOM' is "Lbs". On the Item Record View, item default for 'Sales Order Unit UOM' is "Case", 'Sales Order Weight UOM' is "kg" and 'Default Price UOM' is "kg". In this case, the 'Units UOM' will default to "Case". The 'Weight UOM' will default to "Lbs". The 'Price UOM" will default to "Lbs".

Example #4 - Item is not on a Price List and not set up as a Favorite

In this case, the 'Units UOM', 'Weight UOM' and 'Price UOM" will default from the associated fields on the Item Record View.