Register Sales Part
Explanation
You can add an estimate item that is not registered as a sales part. When
the estimate leads to a sales quotation the item must be registered as a
sales part. To register a sales part, select a deliverable in the
Deliverables section and click Register Sales Part.
When the selected item has a product reference item type the
Sales Part Type will automatically be set to Inventory Part.
For generic reference type items you need to choose sales part type. Part
Number, site and description are copied from the estimate delivery line but
can be changed.
If the sales part is an inventory part:
- Inventory part information is retrieved from the estimate item.
- Inventory unit of measure is copied from estimate deliverable line.
- If the different units of measure are not the same, you must change
the conversion factors to obtain correct prices and quantities.
- The units of measure are required. Sales unit of measure and price
unit of measure are copied from the estimate deliverable line but it can
be changed.
- The cost is copied from the estimate delivery line as default, but
can be changed. If an existing inventory part is used for the sales
part, the cost will be copied from the inventory part and cannot be
changed.
If the sales part is a non inventory part:
- Sales unit of measure and price unit of measure are copied from the
estimate deliverable line but it can be changed.
- The cost is copied from the estimate deliverable line as default,
but can be changed.
If the sales part is a package part:
- Sales unit of measure and price unit of measure are copied from the
estimate deliverable line but it can be changed.
The price is copied from the estimate deliverable line as default, but
can be changed. Enter price and expected average price for the sales part,
or you have the possibility to enter a price including tax instead. The part
must be taxable to do this.
Entering the price including tax will calculate the net price for you,
and vice versa. If tax applies on part level, enter the appropriate tax code
or tax class. If the company normally applies tax on parts but some parts
never are subject to tax, you must enter a tax rate of zero (0). If the
company normally applies address level tax but this sales part is never
subject to tax, disable the Taxable option.
Prerequisites
- An estimate with an item without a sales part connection should have
been entered.
- A site must be specified for the item.
System Effects
This activity has the following system effects:
- The sales part will be registered as an inventory part,
non-inventory part or package part.
- Same sales part will be applied for all deliverable lines
representing the same estimate top item.
- Estimate delivery line will be updated with the new created sales
part.
- When sales part type is set to inventory part, the estimate item
component type is set to Modified.