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Items that Aren't Items

  • 1.  Items that Aren't Items

    GOLD CONTRIBUTOR
    Posted 09-13-2018 03:00 PM
    We currently have a large number of items that are used on the sales order for pricing and information purposes. These use variants and have custom pricing applied to them. We use e-con solutions, which pulls these items into the order.

    In the past we have always done adjustment journals to make these items positive. Before we were doing bins, these items could go negative and since they weren't really items it didn't matter. Now we are using bins and items cannot go negative. So I wanted to get some ideas on best practices for these items. We are also using Pack & Ship, which requires all items on the sales order be packed, but these don't have items so they won't get packed.

    Here are some examples:

    PAINT: this item is used to add a custom paint charge. There's a variant with the paint color and price for the item to be painted.
    S&H: Shipping and Handling
    System1: Our full systems are priced in square foot increments. Again many different prices for different customers and regions.
    CLINK: Upgrade for an optional control

    Note: we are on Nav 2013 and are not upgrading for at least a year. I cannot set most of these as Resource Items because of the special pricing and variants that are involved.

    Here are my thoughts:
    1. Keep updating the quantities manually. I just updated everything to have 999,999,999, so hopefully that will last a while.
    2. Write a code that will automatically increment these items so they never go negative. I would add a field that says it's non-inventory.
    3. Move these to a new location that isn't using bins. Don't know if there are any repercussions here.
    4. Something I'm missing?

    For Pack & Ship, the plan right now is to "pack" these in a dummy box. But if anyone has a better solution, I'm open to suggestions.

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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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  • 2.  RE: Items that Aren't Items

    TOP CONTRIBUTOR
    Posted 09-13-2018 04:15 PM

    One options is to start using item with a "Type" = "Service".  This allows you to use item card to post directly to G/L accounts and are not inventoried.  You can use the sales price tables to set up custom prices like items.  While you won't be able to change the nature of the items you currently have, you could stop using the current items and create new items following the guidelines in the link.  I wrote a blog on this some time ago.  Check it out.

    https://www.navug.com/blogs/dave-wiser/2016/10/19/using-service-type-items-to-track-purchases-and-sales-of-expense-items



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    David Wiser
    Project Manager/Solution Architect
    Beck Consulting
    Kent WA
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  • 3.  RE: Items that Aren't Items

    TOP CONTRIBUTOR
    Posted 09-14-2018 09:12 AM
    Hi Joshua,

    Why wouldn't you use the GL account to add these items to the order? We have some items like that, that we don't store and use GL account to expense these and keep track. you can create a separate account for such items to keep track and do transactions GL Account instead of the item. That way there are no inventory transactions and you don't have to manage inventory for these.

    Meenakshi

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    Meenakshi Singh
    Manager of Business Applications
    Home Market Foods, Inc.
    Norwood MA
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  • 4.  RE: Items that Aren't Items

    SILVER CONTRIBUTOR
    Posted 09-14-2018 10:37 AM
    G/L Charges are a good idea here and are easy to implement from a NAV standpoint.  The biggest challenge would probably be to build a pricing reference sheet for the users which replaces the item+variant costs.

    You can very simply change these items to a different location code which doesn't use pick & pack for shipping and continue your current practice.  Your finance team may not like this.

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    Eric Moe
    Global Supply Chain Manager
    Industrial Revolution
    Tukwila WA
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  • 5.  RE: Items that Aren't Items

    Posted 09-14-2018 11:25 AM
    Another suggestion is to use Resources. Similar to Items, you can create as many as you want (e.g. for for each color paint) or one generic Resource (e.g. Paint and manually update Description in the order). Resources has the benefit of Extended Text and Default Sales Price. Hope this helps.

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    Pratik Patel
    Symbex Companies
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  • 6.  RE: Items that Aren't Items

    SILVER CONTRIBUTOR
    Posted 09-17-2018 12:56 PM
    ​We have the same situation.  For most of these "items" we could and should use resources.  But one in particular has complex pricing, so we have always felt like we were stuck with keep that an item.  It does not seem like a "best practice" but we have added a huge number to inventory (there is no value) as you suggest, and suffer through the overhead of picking and packing things that don't exist.

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    Bill Kilrain
    Director Planning and Budgeting
    Sign-Zone Inc.
    New Hope MN
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  • 7.  RE: Items that Aren't Items

    TOP CONTRIBUTOR
    Posted 09-17-2018 02:12 PM
    Setting up the item with a type of "Service" will allow you to use the normal sales pricing tables available to items, but will not keep an inventory of the item.  When purchased or sold, the system will post G/L transactions to the accounts specified by the Gen. Prod. Posting Group code.

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    David Wiser
    Project Manager/Solution Architect
    Beck Consulting
    Kent WA
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