Set up settlement unit of measure templates

You can set up the quantity and price unit of measure for specific items, item categories, lot attributes, and vendors on a settlement unit of measure template.

You can use a settlement unit of measure template and run a settlement, so the system calculates the quantity and price for the settlement, account sale, and pooling lines in the settlement quantity unit of measure and settlement price unit of measure defined in the selected settlement unit of measure template. This setup overrides the default Settlement Unit of Measure field value defined on the General FastTab of the Grower Return Setup page.

• The calculation of quantity and price using the settlement quantity unit of measure and settlement price unit of measure, respectively, follows a strict hierarchy of items > item categories > lot attributes > vendors.
• In case of conflicts and errors when running the settlement, the system uses the default Settlement Unit of Measure field value defined on the General FastTab of the Grower Return Setup page.
• When the Accounting Method field is set to Pooling, and the system runs into conflicts or errors when running the settlement, the system uses the default Settlement Unit of Measure field value defined on the General FastTab of the Grower Return Setup page for all the settlement lines that share the same pooling line reference.
• When the Accounting Method field is set to Pooling, you can set up how the system must display solvable errors during settlement calculation in the Error Handling field on the Grower Return Setup page. For more information, see Set up grower returns.

The following procedure outlines how to create and define a settlement unit of measure template.

1. Select the Search icon , enter Settlement Unit of Measure Templates, and then choose the related link.
   The Settlement Unit of Measure Templates page opens.
2. On the action bar, select New.
   The Settlement Unit of Measure Template page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Code	Enter a code to identify the settlement unit of measure template.
   Description	Enter the description of the settlement unit of measure template.
   Lot Attribute Name	Select a global lot attribute to apply to all lot attribute lines.

4. On the Lines FastTab, add a line and enter the required information in the following fields:

   Field	Description
   Source Type	Select a source type for this template line. The available options are: Item, Item Category, Lot Attribute, and Vendor.
   Source No.	Select an item, item category, or vendor, depending on the Source Type field value. If the Source Type field value is set to Lot Attribute, the Lot Attribute Name field value on the General FastTab is applied to this line by default, and this field value remains blank.
   Description	Specifies the description of the selected item, item category, or vendor. If the Source Type field value is set to Lot Attribute, you can select a lot attribute description value in this field.
   Settlement Quantity Unit of Measure Code	Select the settlement unit of measure to apply to the quantity of this item, item category, lot attribute, or vendor. If this field value is blank, the system uses the default Settlement Unit of Measure field value defined on the General FastTab of the Grower Return Setup page.
   Settlement Price Unit of Measure Code	Select the settlement unit of measure to apply to the price of this item, item category, lot attribute, or vendor. If this field value is blank, the system uses the default Settlement Unit of Measure field value defined on the General FastTab of the Grower Return Setup page.

   The settlement unit of measure template is set up.

You can apply a settlement unit of measure template to a pooling template. For more information, see Set up pooling templates.