Create and manage order units

You can maintain order units for your organization under Master Data Management → Master Data → Order Units.

With the help of the order unit table, you can use the import mapping to standardize the different units that are imported by the vendor in catalogs.

In the following example, all imported order units of the columns Import Mapping (C62, PCE, STK) and ERP mapping (ST) converted to “piece“.

In addition, you can define which units are to be transferred with a purchase order in the case of possible integration into the ERP system.

The transfer of the order units is controlled by the ERP mapping. If the purchase order is transferred to SAP, for example, the displayed order unit “piece” is converted to “ST” when it is transferred to an ERP system.

Functions in the overview list

The following functions are available in the order unit overview:

• You can create a new order unit by clicking the New button.

• You can search for an order unit in the search field. To do this, enter the order unit you are looking for and confirm your entries with the OK button. As a result, all matching entries are found. The StopSearch.svg cancels the search and all existing entries are displayed again.

• The Favorites icon adds the order units to your Create and Manage Favorites.

• If you want to delete existing order units from the overview list, you must select the desired order unit(s) by activating the selection box.

• You can delete the selected order units using the Delete Selected Order Units button.

• You can transfer all the base units from Onventis using the Transfer base units.

• Via the Export… button, you can export the bear units as an Excel file.

• You can import order units via the corresponding BC job.

Configuration and creation of order units

You can create a new order unit by clicking the New button.

To configure existing order units you have to select the order unit by clicking on it.

You can make the following settings when configuring order units:

Basic-data-tab

• Input language: Selection of the language in which the order unit is to be displayed in the system.

• ImportNr: Assignment of an import number in the form of a string (in the example “piece”)

• Unit: Enter the respective order unit

• Description: in this field you can enter detailed information about the order unit.

• Default for goods: here you can set the most used order unit, e.g. “piece”, as default for all items.

• Standard for services: here you can define the most commonly used order unit, e.g. “h”, as the standard for all newly created service orders.

• Standard for blanket orders: here you can define the most used order unit as standard for all newly created blanket orders.

• Automatically created unit: with the help of this checkbox, order units that have not yet been defined, e.g. when importing catalogues or orders in OpenTRANS format, are automatically saved in TradeCore.

• Visibility: with the visibility you can control in which modules of TradeCore the order unit is visible.

Mapping tab

The mapping controls the conversion of the order units during import and export.

You can create a new entry by entering the new order unit in the text field column.

The order unit is added via the New entry button. By activating the checkbox ERP-Mapping the mapping between TradeCore and other ERP systems is activated.

The system can then convert the order unit.

 Onventis basic units

You can adopt the basic units from Onventis. The basic units offered are based on experience and are the most frequently used order units by customers and suppliers.

If you have already created your own order units in your system, the following rules apply when you transfer the Onventis base units:

• If one of the base units already exists in your own unit list, it will not be taken over again, but the “Title” incl. the “Unit” will be taken over. of all translations. If a translation has been adjusted, the unit is transferred again, as a second data record.

• If you have defined a default unit, this default remains. The standard flag is not copied again from the basic data.

You can import the base units using the Import base units button.