Breakbulk UOM for Invoicing

Overview

In some industries, customers place orders using one Unit of Measure (UOM), while the warehouse ships using a different UOM.

For example:

• The customer orders Caddy.
• The warehouse ships Case.

Operationally, you want the Sales Order and Warehouse Shipment to use the shipping UOM (Case) for inventory allocation, picking, and shipping. However, the Sales Invoice should display the customer's purchasing UOM (Caddy).

The Breakbulk UOM feature allows you to maintain the shipping UOM for warehouse operations while printing a different UOM, quantity, and unit price on the sales invoice.

Account Setup

Navigate to App Launcher → Accounts.

Open the customer account and populate the Breakbulk UOM field.

This value becomes the default Breakbulk UOM for new Sales Order lines created for that customer.

Note: If the Breakbulk UOM field is not displayed on the Account page, add it to the page layout.

Sales Order Entry

Create the Sales Order using the actual shipping Unit of Measure.

For each Sales Line:

• Enter the item.
• Enter the shipping quantity.
• Select the shipping UOM (for example, Case).

The Breakbulk UOM is automatically populated from the customer account but can be modified or cleared for individual lines.

Use the Breakbulk UOM only for items that should print using an alternate UOM on the invoice.

Important: The Breakbulk UOM must already exist in the item's Item Unit of Measure setup before creating the Warehouse Shipment.

Additional Notes

• Breakbulk UOM affects invoice printing only.
• Inventory, allocations, picking, shipping, and costing continue to use the Sales Order UOM.
• The Breakbulk UOM can still be modified on the Sales Order Line after the invoice has been posted if future document reprints require a different display.

Add the Breakbulk UOM Field to the Sales Order

If the Breakbulk UOM field is not available on the Sales Order edit page:

1. Navigate to Setup → Object Manager → Sales Line.
2. Open the LineSectionBeforeLineAmountFields field set.
3. Add the Breakbulk UOM field.
4. Save the changes.

Printed Documents

Picking Slip

The Picking Slip prints the Quantity and Unit of Measure entered on the Sales Order.

This ensures warehouse personnel pick inventory using the actual shipping UOM.

Packing Slip

After the Warehouse Shipment is created, the Packing Slip also prints the Quantity and Unit of Measure entered on the Sales Order.

This matches the physical shipment.

Sales Invoice

The standard Sales Invoice does not automatically convert quantities or pricing based on the Breakbulk UOM.

To support Breakbulk invoice printing, engage a GoldFinch consultant to clone and customize the Sales Invoice report.

The customized invoice can:

• Convert the displayed quantity to the Breakbulk UOM.
• Display the Breakbulk UOM instead of the shipping UOM.
• Recalculate the displayed unit price based on the Breakbulk conversion.
• Leave any Sales Lines without a Breakbulk UOM unchanged.

This allows customers to receive invoices using the UOM they ordered while warehouse operations continue using the appropriate shipping UOM.