Manage Units of Measurement

Add a Unit of Measure

Procedure

  1. In the Applications menu, navigate to ADMIN > Configuration Manager > Units of Measure and Conversions.
  2. Select Units of Measure.
    The Units of Measure appears, displaying the list of existing units of measure.
  3. Select .
    The New Unit of Measure window appears.
  4. As needed, enter the values in the following fields:
    • ID: Enter the ID for unit of measurement. For example, $/day.
    • Default Caption: Enter a label for the UOM. This is the label you will use to create record for a family if the datasheet contains the UOM field. For example, Dollar per Day.
    • Description: Enter a description of the unit of measure.
    • Category: Enter the category that defines the unit of measure. For example, a unit of measure as $/day can be of a category Cost.
  5. Select OK.
    A confirmation message appears, indicating the that the unit of measure is created. The new unit of measure appears in the Units of Measure list.

What To Do Next

Specify Conversions Between Units of Measurement

About This Task

Note: In the following instructions, we use the term From Value to mean the UOM from which a value is being converted and To Value to mean the UOM to which a value is being converted.

Procedure

  1. In the Applications menu, navigate to ADMIN > Configuration Manager > Units of Measure and Conversions.
  2. Select Units of Measure.
    The Units of Measure workspace appears, displaying the list of existing units of measures.
  3. Select the measure for which you want to specify conversions, and then select Conversions.
    The Conversions for <Label> page appears, where <Label> is the name of the unit of measure.
  4. Select .
    The New Conversion window appears.
  5. As needed, enter the values in the following fields:
    • Destination Unit of Measure (UOM): Select the unit of measure from the drop-down list that will serve as the destination of the conversion (that is the To Value).
    • Base: Enter the value that should be added to the From Value before the Numerator and Denominator are applied. To specify that a value should be subtracted from the From Value, type a negative number. A Base value of 0 (zero) indicates the From Value will not be modified before the Numerator or Denominator are applied.

      For example, the equation to convert Fahrenheit to Celsius is C = (F - 32) / 1.8, where 32 is subtracted from the From Value before it is divided by 1.8. In this case, the Base would be -32.

    • Numerator: Enter the fraction by which the From Value must be multiplied to arrive at the To Value.

      For example, the equation to convert Centimeters to Inches is cm = in x 2.54. In this case, the Numerator would be 2.54 and the Denominator would be 1.

    • Denominator: Enter the fraction by which the From Value must be multiplied to arrive at the To Value.

      For example, The equation to convert Inches to Centimeters is in = cm / 2.54. In this case, the Denominator would be 2.54 and the Numerator would be 1. Alternatively, you could set the Numerator to 0.39 and the Denominator to 1.

    • Offset: Enter the value that should be added to the From Value after the Numerator and Denominator are applied. To specify that a value should be subtracted from the From Value, type a negative number. An Offset value of 0 (zero) indicates the From Value will not be modified further after the Numerator or Denominator are applied.

      For example, the equation to convert Fahrenheit to Celsius is F = C ? 1.8 + 32, where 32 is added after the From Value is multiplied by 1.8. In this case, the Offset would be 32.

  6. Select OK.
    The new conversion is added to the list and appear in the Conversions for <Label> page.

Modify a Unit of Measure

Procedure

  1. In the Applications menu, navigate to ADMIN > Configuration Manager > Units of Measure and Conversions.
  2. Select Units of Measure.
    The Units of Measure workspace appears, displaying the list of units of measure.
  3. In the list, select the measure that you want to modify and then select .
    The Update Unit of Measure window appears.
  4. As needed, modify the available fields.
  5. Select OK.
    A confirmation message appears, indicating the that the unit of measure is updated.

Delete a Unit of Measure

Before You Begin

  • Make sure that the unit of measure is not being used in any field.

About This Task

Note: When deleting a UOM, if you delete a UOM that is being used by one or more fields, it will cause those fields to have no UOM defined.

Procedure

  1. In the Applications menu, navigate to ADMIN > Configuration Manager > Units of Measure and Conversions.
  2. Select Units of Measure.
    The Units of Measure workspace appears, displaying the list of units of measures.
  3. Select the unit of measure that you want to delete, and then select .
    The Delete Units of Measure dialog box appears, asking you to confirm that you want to delete the unit of measure.
  4. Select Yes.
    The unit of measure is deleted and no longer appears in the list.