Dimension-Only Item

For items that are dimension controlled only, enter dimension details against a transaction line before a transaction can be saved (with some exceptions for sales and purchase order forms). Greentree prompts you to enter dimension details when:

A line quantity is entered for the first time;
A line quantity is edited;
A transaction is saved and dimension details have not yet been entered.

The Enter Dimension Details form displays to enable the entry of dimension details when you edit a line quantity, or when you click the Dimensions button is on the Line Item tab.

Example of transaction line entry for a dimension controlled item

Enter transaction line quantity of 50EA (EACH - stocking unit of measure).
The Enter Dimension Details form displays.

The form and column headings reflect the dimension type that is assigned to the line item — for example, the dimension type is Colour.

The Required quantity defaults from the transaction line quantity (this will be converted into the stocking unit of measure if a purchasing or selling unit was used on the line, and an item-specific or generic UOM conversion applies. As you enter dimension line quantities, the Entered quantity increments by each line quantity. You can only save the details (and the transaction) when the Required quantity equals the Entered quantity.

To add a dimension line, select a dimension from a dropdown list. The Qty Avail Units and UOM default in read-only format to the current available quantities for the item and dimension combination

Information If locations are in use, the quantity available uses the location that was entered into the transaction line.

You must enter the Qty Units, which is the number of pieces of the selected dimension. Greentree applies the dimension conversion to calculate and display, in read-only format, the Qty UOM on the line.

Information The Total units value on the form header updates with the number of pieces entered as each new line is added. Click OK to save the dimension details when the Difference is equal to zero.

Click Cancel during transaction entry to close the form without saving changes. You can't save the transaction until dimension details have been entered and quantities have been validated.

Once the transaction is saved, the item parent and dimension quantities update, and you can view them using the Location Balances by Dimension Enquiry form.

Data Entry Variations

These Inventory Module Control options are alternate ways to enter dimension details for dimension-controlled items:

Display all dimensions during data entry - If you select this option, when the Enter Dimension Details form displays, it is pre-populated with all active dimensions associated with the item, and you will only have to enter a required quantity for dimensions as applicable (leave the quantity as zero if the transaction does not involve the dimension). This eliminates the requirement to add dimensions to the table one by one where there are multiple dimensions involved in the transaction.
Enable line quantity calculation/update - If you select this option, the transaction line quantity for a decreasing effect transaction can be determined using a dimension unit calculator, which converts units entered by dimension into a UOM total that can be updated back to the transaction line. This is applicable if you are using dimension conversions, and know the unit quantities you are selling, but do not know how this translates into a UOM quantity to enter into the transaction line in the first instance.