Enter Non-Inventory Sales Part

Explanation

This activity is used to enter, modify, or delete non-inventory part records. Before a non-inventory registered part can be sold, it must have been entered as a non-inventory sales part. Such a part can be either a service or a part that for any reason is not entered as an inventory part, even though it is sold by the company. Examples include training courses, and cleaning or maintenance services.

This activity is also used to define a non-inventory sales part available for rent out.

Object level tax code validation on company for sales determines whether a tax code must be entered for a sales part.

 The rules are as follows:

  1. If the object level tax code validation is required and the sales part is taxable, then a tax code or tax class is mandatory and tax code with tax type Tax, No Tax or Calculated Tax can be used.
  2. If the object level tax code validation is required and the sales part is not taxable, then a tax code or tax class is mandatory and the tax code must be 0%.
  3. If the object level tax code validation is NOT required and the sales part is taxable, then a tax code or tax class is NOT mandatory and tax code with tax type Tax, No Tax or Calculated Tax can be used.
  4. If the object level tax code validation is NOT required and the sales part is not taxable, then a tax code or tax class is NOT mandatory and the tax code must be 0%.

You can select the basis for tax calculation for the company. The tax calculation basis can be price or price including tax. This can be defined by selecting the Use Price Incl Tax option. The value defined is defaulted from the site. If the Use Price Incl Tax option is enabled, then only the Price Incl Tax or Rental Price incl Tax fields are editable and the Price or Rental Price fields are not editable. The price is calculated based on the value entered for the price including tax and the tax code. If the Use Price Incl Tax option is disabled, then only the Price or Rental Price fields are editable and the Price Incl Tax or Rental Price incl Tax fields are not editable. The price including tax is calculated based on the value entered for the price and the tax code.

In this page, you also define the default setup for sourcing. The default sourcing option for a sales part is Not Supplied. When a customer order line is entered for a sales part with the default sourcing option, the value Non Inventory is displayed in the Supply Code field. If you want the sales part to be sourced automatically, set the sourcing option to Use Sourcing Rule and enter an appropriate sourcing rule. If you do not know how the sales part should be supplied, set the sourcing option to Not Decided. When a customer order line is entered for a sales part with the Not Decided sourcing option, the value Not Decided is displayed in the Supply Code field.

If the sales part is sourced from another site within your system, i.e., the sales part has the supply code Internal Purchase Transit or Internal Purchase Direct, then the purchase part connected to this sales part must have the supply site set as a possible supplier. A corresponding sales part (and perhaps also an inventory part) with the same part number as the purchase part must exist at the supply site. The sales part at the supply site can, in turn, also be sourced from yet another supply site. There are no IFS system limits as to the length of the supply chain. However, it is important that the sales parts are the same type in both the demand site and the supply site when the sites belong to the same legal unit. In other words, the sales parts should either be inventory parts in both sites or non-inventory parts in both sites. This is necessary for correct inventory values.

Furthermore, where such multi-site transactions will take place among various IFS companies, it is very important that a price is entered. This is the multi-site transfer price (cost). If this is left as zero, then there might be posting ambiguities between the different sites and companies. Consider the price to be the agreed company transfer cost. Where the sales part price in the supply site is different to the purchase part price in the order taking site, then IFS will use the sales part price and change the purchase order price if the internal customer order is confirmed.

Prerequisites

System Effects