Maintaining Purchase Request Units of Measure

Objective

After completing this lesson, you will be able to manage Units of Measures used to calculate Purchase Request cost.

Units of Measure Overview​

The Units of Measure page allows you to add, edit, and soft-delete measurable identifiers linked to a spend type (good, service, or both). This feature enables administrators to create units that are relevant to their business needs and preferred methods of tracking spend.​

The image displays a Units Of Measure screen showing a list of measurement units with their names, codes, categories, and default options for goods and services.

A set of default units is included in the system. Units are associated with spend types of goods, services, or both. You can specify a unit type that will always appear as the default choice by checking the box in the Default Goods or Default Services column.​

The Unit of Measure field can be:

  • added to any of the Item forms (Purchase Request, PO, and Payment Request)
  • included in PO matching rules and audit rules
  • included in a PO or Payment Request import​

Units of measure appear when a Purchase Request Item is added and vary depending on the spend type. For example, in the figure below, the Goods type is selected, and the associated Goods units of measure are available.

Note

The default selection for Goods is the one specified as the default in Units of Measure above (that is, Each).​
The image displays a New Item form where the user can select the type as Goods and choose a unit of measure from a dropdown list, including options like Box, Dollar, Dozen, Each, and SQ Ft.

Configure a Unit of Measure

Steps

  1. On the Invoice Administration page, select Units of Measure.​

    The image displays the Invoice Processing Admin menu with various options, highlighting the Units Of Measure option in a pink box.

  2. Select New.

    The image displays a Units Of Measure screen with a highlighted New button, allowing the user to add a new unit of measure to the list.

  3. On the Add New Units of Measure dialogue box, enter the Name and Code, select the appropriate Category (Services/Goods/Both), and then select Save.​

    The image displays an Add New Units Of Measure form with fields for name, code, and category, and a highlighted Save button at the bottom.

  4. If it is the default Unit of Measure for Goods, select the checkbox in the Default Goods column.

    The image displays a Units of Measure table in an invoice system. The table lists different units such as Box, Dollar, Dozen, Each, Hours, and Square Feet. The Default Goods column is highlighted, showing a check mark for Each and empty boxes for the other units.

  5. If it is the default Unit of Measure for Services, select the checkbox in the Default Services column.​

    The image displays a Units of Measure table in an invoice system. The table lists different units such as Box, Dollar, Dozen, Each, Hours, and Square Feet. The Default Services column is highlighted, showing a check mark for Hours and empty boxes for the other units.

Resources

For more detailed information, review the Configuration of Purchase Requests section in the Concur Invoice: Purchase Request and Purchase Order Admin Guide, found on the SAP Help Portal

Learning

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