Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Sue Barrett]

Can anyone give me their thoughts as to the benefits of maintaining a vendor item catalog off the Vendor Card – or using non-stock items?

Basically we want to import a vendor item catalog – and then create the items only when we want to order them from the vendor.

So – the non-stock item offers many benefits – such as recording the unit cost and assigning an item template – but from what I can tell it can only be converted to stock item on a sales order line.

If we could convert a non-stock item to a stock item on a purchase order line – then that might work.

——————————
ES Barrett
NAV Project Manager
Sudbury
——————————

[Weixin Wu]

Hello,

I am not sure if you are looking for the “inventory value zero” function. It’s a box you can click on under each item. You will need to add this field in developer mode if you didn’t see it. Then you can set up a new general posting group to hit the expense account (purchase account), you can also set up the sales account if you are going to sell the item.

——————————
Weixin Wu
CJ TMI Trading Corp.
Brooklyn NY
——————————
——————————————-

[Aaron Brown]

It would be no less work to create the items in the item list and leave them in an inactive (blocked) status.  The down side of this approach is the lengthening of your item list.

——————————
Aaron Brown
Director of Finance
Oregon Ice Cream
Camas WA
——————————
——————————————-

[Jenn Claridge]

?Hi ES

I agree with the approach to create the item and block it until you need it if you want to create the association in advance.

You could then add a small piece of code to exclude blocked items from lookups by default so it doesn’t make the lists so busy. We do that a lot for demos where customers don’t want to see the Cronus data. It works well.
——————————
Jenn Morton
Manufacturing Consultant
Sabre Limited
Cambridge
——————————
——————————————-

[Shawn Kurko]

We use Item cards for all of our Non-Stock Items. These can be differentiated from stock items by the Field “Type” on the item card(Normally not visible on the page in Base NAV).  When the Item is setup it is initially created as a stock item using an inventory template. Then the item type is changed to from Inventory to Service. The only difference in setup for a Service type item is that it has no Inventory Posting Group (because there will be no warehousing transactions)

The Item is then able to be added to a Vendor Item Catalog and purchase orders created for it just like any other item. It will not need Warehouse receipts for an advanced warehousing implementation, rather the Service items are posted directly from the PO. G/L entries are still created for the receipt and the transactions are also recorded in the ILE allowing them to be reported on. 

In practice we create PO’s for service items exactly the same as any other vendor purchase. We weekly have PO’s from our vendors with both Service and Inventory items. The receipt process is a little bit more complicated with both types, but we don’t need to create separate PO’s. Our receiving dept treats the processing of these receipts no different than any other receipt. We did create a specific Product Group “NS” for Non-Stock items to allow us to filter off our Item list more effectively. We also had our Partner add a custom field to the Item Table “Brand” to allow us a further level of breakdown. 

We have also transited items we wished to begin tracking as inventory by simply changing the type on the Item Card.  

It should be noted that except the the field mentioned above this is not a customization to our system. It is something available in base NAV. 

Here is a link to a post made on 10/19/2016 that goes into the process in more depth. 

Using “Service” Type Items to Track Purchases and Sales of Expense Items

Navug		remove preview
Using “Service” Type Items to Track Purchases and Sales of Expense Items No, were not talking about service items in the service management granule, were talking about items with a type of Service. Most of you may not know View this on Navug >

Hope this helps!

?

——————————
Shawn Kurko
IT – ERP Development Specialist
Columbus Vegetable Oils
Des Plaines IL
——————————
——————————————-