This menu option is used to define validation Unit of Measure Factoring.

To open Rules Configuration, go to SPS Integration > SPS Integration Setup > UOM Factoring Setup.

UOM Factoring Setup

Unit of Measure Factoring Setup.
Unit of Measure Factoring Setup.

In the example above, A00001 is setup so that for every A00001 case (CA) from the Trading Partner, it converts to 12 eaches in SAP Business One. When an order comes in with 5 cases of A00001, the factoring automatically multiplies the quantity value by 12 (factor) with the inbound operator * resulting in 60 eaches. The unit price per each is divided by 12 in order to take into account the reduced unit price since the case is split into 12 eaches. On the outbound documents, the 60 eaches will be converted to 5 cases and unit price multiplied by the same factor to be sent to the Trading Partner.

Example:

Inbound EDI Purchase Order from Trading Partner:
Item = A00001
Quantity = 5 Cases
Unit Price = $120

Sales Order Created in SAP Business One with the factoring setup in the screenshot and example above:
Item = A00001
Quantity = 60 Eaches (5 Cases * 12 factor = 60 Eaches)
Unit Price = $10 (price is converted to factored value by dividing unit price by 12)

Outbound EDI Document converted back in Trading Partner’s Unit of Measure (Quantity & Unit Price):
Item = A00001
Quantity = 5 Cases (60 Eaches / 12 factor = 5 Cases)
Unit Price = $120 (price is converted to factored value by multiplying unit price by 12)


Integration Configuration for UOM Factoring:

  • ‘UOM_ENABLE_FACTORING’ - Enables UOM Factoring when set to ‘Y’
  • ‘UOM_ENABLE_FACTOR_ERROR’ - Throws error if item does not have a factoring line when set to ‘Y’
  • ‘UOM_FACTOR_IGNORE_VALUE_SETTING’ - Skip conversion if it is the same UOM setup as defined for Orders when set to ‘Y’
  • ‘UOM_BUYER_DEFAULT_SETTING’ - Default Buyer UoM


UOM Factoring Setup
Field Name Type Definition

Trading Partner (1)

Combo Box

Use this field to filter by Trading Partner or Global

Global – Global Unit of Measure Factoring.

Trading Partner ID – Trading Partner specific Unit of Measure Factoring.

Item Code Filter (2)

Text

Use this search field to filter by Item Code.

Item Code (3)

Text

Item to be factored.

B1 UOM (4)

Text

SAP Business One (Internal) Unit of Measure.

External UOM (5)

Text

External (EDI Trading Partner) Unit of Measure.

Factor (6)

Number

Numeric Factor multiplier/divider.

Inbound Operator (7)

Combo Box

Use this to select the operator for Inbound Documents (from EDI Trading Partner to SAP Business One).

* – Multiply Quantities & Divide Prices by Factor.

/ – Divide Quantities & Multiply Prices by Factor.

Outbound Operator (8)

Combo Box

Use this to select the operator for Outbound Documents (from SAP Business One to EDI Trading Partner).

* – Multiply Quantities & Divide Prices by Factor.

/ –Divide Quantities & Multiply Prices by Factor.

Load Items (9)

Button

Populates items from PopulateUOMFactoring query in SAP Business One Query Category B1WebAPI_SPSCommon.

Delete Items (10)

Button

Removes all items on current Trading Partner selected (Global or Trading Partner Specific).

Add Row (11)

Button

Adds Row to current Trading Partner Selected.

Delete Row (12)

Button

Deletes row currently selected.