Non Inventory Product Defaults

November 6, 2016 in Inventory Control

Purpose

This function is used to set the defaults to be used when creating ‘Non-Inventory Products’ on the fly via Sales Order Entry. The system-wide defaults can be defined by Product Group. Optionally they can be defined by Product Group and Stock Location for defaults specific to a given Branch.

When creating a ‘Non-Inventory’ item in Sales Order Entry, enter the Product Group of the Product being created and these default settings will be used accordingly. A new Product will be created using the defaults found for the entered Product Group/Stock Location or if no location specific defaults are found, just for that Product Group entered.

Data Input

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Step 1 – Product Group Code

Product Group Code

Enter the Product Group to set defaults for. The Product Group must be previously established. When entering a ‘Non Inventory Product’ item in Sales Order Entry, the Product Group is used to identify the Product Group the ‘Non-Inventory Product‘ should be created as.

Location Code

This input is optional. If you have different requirements for ‘Non-Inventory Products‘ by Stock Location (for example a different prefix for the Product code) then enter a Location here. The Location must be previously established.
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Step 2 – Default Details

Product Prefix

This entry is optional. If you would like the Product code created to have a prefix to help identify it, then enter the prefix here.

Next Product Number

This entry is optional. It represents a sequential number used to create a unique product code for the ‘Non-Inventory’ Product. Leave blank for the system to start assigning numbers from zero, or set to start at whatever number you would like. For existing details, this would show the last number allocated.

This number is combined with the prefix to create a unique product code identifier in the Product Master.

Product Type Code

This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Type is defaulted from here.

Product Class Code

This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Class is defaulted from here.

Product Section Code

This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Section is defaulted from here.

Product Material Code

This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Material is defaulted from here.

Tax Code

This entry is mandatory. When a ‘Non-Inventory Product’ item is created, the product tax code is defaulted from here.

Product Index Code

This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Index is defaulted from here.

Transfer To Product Code

This entry is mandatory. When a ‘Non-Inventory Product’ item is created, the items ‘Transfer To’ product setting is defaulted from here.

Non-inventory items are designed to be temporary, so are automatically updated with a ‘transfer to’ product code so they can be flushed from the system after use. ‘Non-Inventory Products’ are deleted from the system once transactions are completed.

Margin (%)

Enter the default margin percentage to be used. This margin is used to calculate the Sales Unit Price in Sales Order Entry based on the Cost per Unit of the item entered.
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Step 3 – Replenishment

Replenishment Method and Replenishment Location are defaulted based on the Stocking Method, Replenishment Method and Replenishment Mode settings as per this table.

Default Replenishment Settings Replenishment Method
Stock Method=Stocked
Replenishment Method=Purchase
Replenishment Mode=any
Replenishment Method=Outside Supplier
Replenishment Location=n/a
Stock Method=Stocked
Replenishment Method=Work Order
Replenishment Mode=Manual
Replenishment Method=Manual Work Order
Replenishment Location=Issue Locations replenishment location
Stock Method=Stocked
Replenishment Method=Work Order
Replenishment Mode=Automatic
Replenishment Method=Automatic Work Order
Replenishment Location=Issue Locations replenishment location
Stock Method=Kit
Replenishment Method=Work Order
Replenishment Mode=Automatic
Replenishment Method=Kit Issues
Replenishment Location=Issue Locations replenishment location
Stock Method=Stocked
Replenishment Method=Transfer Order
Replenishment Mode=Manual
Replenishment Method=Manual Transfer
Replenishment Location=Issue Locations replenishment location
Stock Method=Stocked
Replenishment Method=Transfer Order
Replenishment Mode=Automatic
Replenishment Method=Automatic Transfer
Replenishment Location=Issue Locations replenishment location
Stock Method=Non-Stocked
Replenishment Method=Work Order
Replenishment Mode=Automatic
Replenishment Method=Non-stock Work Order
Replenishment Location=Issue Locations replenishment location
Stock Method=Non-Stocked
Replenishment Method=Purchase Order
Replenishment Mode=Manual
Replenishment Method=Non-stock Purchase
Replenishment Location=n/a
Stock Method=No replenishment
Replenishment Method=n/a
Replenishment Mode=n/a
Replenishment Method=No Replenishment
Replenishment Location=n/a
All other Replenishment Method=Non-stock Purchase

 

Stocking Method

Select a stocking method for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the stocking method will default to ‘Indent’.

Replenishment Method

Select a replenishment method for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the replenishment method will default to ‘Purchase Order’.

Replenishment Mode

Select a replenishment mode for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the replenishment mode will default to ‘Automatic Orders’.
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Step 4 – User Permission

The existing users allowed to create ‘Non-Inventory Products’ for this Product Group are displayed in the form a list here. If no users are entered on the list, then all users will have access to create non-inventory items (via Sales Order Entry) for this Product Group i.e. there will be no user based restrictions.

To ‘Add’ a user to the list, input the user code and click Save.

Click  the ‘Delete’ icon to remove a user from the list.

User

Enter the user code for users who are allowed to create ‘Non-Inventory Products’ for this Product Group.
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