How to Convert Units

Use this workflow to reduce one inventory part and create quantity on another inventory part as a unit or part conversion.

When to use this workflow

Use Unit Conversion when the physical inventory is being converted from one stocked part to another stocked part.

Do not use unit conversion to fix a wrong lot number for the same part. Use How to Correct Lot for that.

Before you start

Confirm:

• The source part and source lot are correct.
• The target part already exists in inventory.
• The source quantity to remove is known.
• The target quantity to create is known.
• The reason explains the conversion.

Steps

1. Go to Dashboard > Inventory > Adjustments.
2. Set Adjustment Type to Unit Conversion.
3. Enter or select the source Part Number.
4. Select the source lot if required.
5. Enter Quantity to Convert.
6. Enter or select Target Part.
7. Enter Target Quantity Created.
8. Review the conversion preview.
9. Enter a clear Reason.
10. Select Submit Conversion.

Conversion preview

The preview shows:

• The source quantity and source part being removed.
• The target quantity and target part being added.
• The target quantity created per source unit.
• The lot that will be used for the target side.

Review this carefully before submitting.

What happens behind the scenes

PAX reduces the source part and lot by the source quantity and increases the target part by the target quantity.

The target side uses the source lot identifier. If the target lot already exists, PAX adds to it and recalculates cost using a weighted average. If the target lot does not exist, PAX creates it using source lot expiration and country of origin, with cost components adjusted by the conversion ratio.

PAX records adjustment history for both the source decrease and target increase.

Related docs

• Adjustments Overview
• How to Add Inventory Item
• How to Correct Lot
• Inventory Lot Detail Overview