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Change a unit of measure set

Important: Changes you make to this unit of measure set will affect all items that use this set. If the changes you need to make don't apply to all the items that use this set, create a new unit of measure set instead of changing this one. Then assign the new set to the appropriate items.

I need to:

  • Change the unit of measure set name

    To do this task

    1. Enter a different name for U/M Set Name.

    2. Click OK.

  • Change the base unit name or abbreviation

    Important: You should only rename the base unit or give it a new abbreviation to correct a spelling error or to make clearer what the current base unit is. We strongly recommend that you never change the base unit to an entirely different unit of measure that would require a conversion of quantities and rates, such as changing from inch to foot. Such a change would require that you redefine all related units in the set, manually adjust inventory quantities, and change quantities and rates in every saved transaction that includes items with the current base unit. If you do need to use a new base unit, we recommend that you create a new unit of measure set with the different base unit and then assign the new set only to the appropriate items for use from that point forward.

    To do this task

    1. Enter a new name or abbreviation.

    2. Click OK.

    If you're changing a time-based unit of measure for a service item that you use with QuickBooks time tracking, be aware that assigning any base unit besides hour will cause rate calculations to be inaccurate when tracking time for this item. In weekly timesheets and timed single activities, time is always tracked in hours.

  • Add, change, or delete a related unit

    To add a related unit

    1. Click in an empty line in the Related Units table.

    2. Enter a name and abbreviation.

    3. In the # of field, enter the number of base units the new related unit contains.

    4. Click OK.

    To change a related unit

    1. In the Related Units table, click anywhere in the line with the related unit you want to change.

    2. Enter a different name, abbreviation, or number of base units contained in this related unit.

    3. Click OK.

    To delete a related unit

    1. In the Related Units table, click anywhere in the line with the related unit you want to delete.

    2. Press Ctrl+Del.

    3. Click OK.

    Note:The abbreviation for the deleted related unit appears in brackets in all saved transactions. For example, if you deleted a related unit named box with the abbreviation bx, then [bx] would appear in the U/M column of line items in transactions saved before the box unit was deleted.

  • Change the default purchases, sales, or shipping units

    The units of measure you select for Purchase and Sales are what will be shown by default whenever you add the current item to a purchase form or sales form. You can change these default units when filling out the form.

    The unit of measure you select for Shipping is what will always be shown on pick lists, regardless of what unit is shown on the purchase order. The person printing a pick list cannot change this unit of measure.

    To do this task

    1. Click the Purchases drop-down arrow and then click a default unit of measure for purchase forms.

    2. Click the Sales drop-down arrow and then click a default unit of measure for sales forms.

    3. (Optional) Click the Shipping drop-down arrow and then click a default unit of measure for pick lists.

    4. Click OK.

  • Hide this unit of measure set by making it inactive

    While you can't delete a unit of measure set, you can hide it so that it can no longer be assigned to items.

    To do this task

    1. Click the U/M Set is inactive checkbox.

    2. Click OK.

  • Show this unit or measure set again by making it active

    If you previously hid this unit of measure set, you can show it again so it can be assigned to items.

    To do this task

    1. Click to clear the U/M Set is inactive checkbox.

    2. Click OK.

KB ID# H_INVTRY_CHANGE_UOM_SET
12/4/2016 12:08:23 AM
PPRDQSSWS404 9138 Pro 2017 e4c257