Non-stock items (IN202000)

Provides the following actions:

Update cost

To update the cost of the selected non-stock item

View restriction groups

To navigate to the Restriction groups by item (IN103020) window, so that you can view or change the restriction groups that have access to the non-stock item.

Change the item ID

To change the ID of the currently selected non-stock item

Provides quick access to inquiry forms as follows:

Sales prices

To open the Sales prices (AR202000) window and view or edit sales prices for the selected non-stock item.

Supplier prices

To open the Supplier prices (AP202000) window and view or edit supplier prices for the selected non-stock item.

The unique alphanumeric identifier of the non-stock item.

The structure of identifiers is defined by the INVENTORY segmented key in the Segment keys (CS202000) window.

The status of the non-stock item. You can select one of the following options:

Active

Indicates that the item can be used in inventory operations, such as issues and receipts.

No sales

Indicates that the item cannot be sold.

No purchases

Indicates that the item cannot be purchased.

No request

Indicates that the item cannot be used on requisition requests.

Inactive

Indicates that no inventory operations are allowed for the non-stock item.

Marked for deletion

Indicates that the item is marked for deletion. No inventory operations are allowed, but the record will be kept in the database if any inventory transactions were related to it.

The item class the item is associated with; only item classes for non-stock items appear on the list for selection.

Item classes, which are used to group stock items and provide default settings for new items of the class, are defined in the Item classes (IN201000) window.

The non-stock item type. You can select one of the following options:

Non-stock item

A general type of non-stock items

Labour

A type of non-stock items to be used as labour hour rates.

Service

A type of non-stock items to be used as service fees

Charge

A type of non-stock items that are used as charge rates

Expense

A type of non-stock items that are added to documents to designate specific expenses

The posting class the item is associated with.

You can use posting classes to group non-stock items with similar properties and provide default settings used to post inventory transactions related to the items to the general ledger. The posting classes are defined in the Posting classes (IN206000) window.

Select this check box if the non-stock item is a kit.

The components of the kit can be specified by using the Kit specifications (IN209500) window.

When this check box is selected and saved for an item, you will be notified regarding changes.

The Webhook notifications tab appears when you select the item.

The warehouse whose settings can be used for this non-stock item on sales orders or purchase orders.

A check box that you select to require that the system create a purchase receipt for this non-stock item.

If you select this check box, the system will not generate any inventory transactions for the non-stock item.

A check box you select to require that the system create a sales order receipt for this non-stock item.

If you select this check box, you cannot have the system generate any inventory transactions for this non-stock item.

Choose between:

• By amount
• By quantity

Select this check box if the non-stock item is a reverse charge item.

This field is automatically populated if the non-stock item is linked to an external expense type in the Expense receipt inbox (EP50605S) window.

The operation to be performed for unit conversion.

You can select the Multiply or Divide option to perform conversions from different units of measure to the UoM specified as the base unit.

The UoM used as the sales unit for the non-stock item. The default value (if any) is specified in the Item classes (IN201000) window.

This field appears only if the Multiple units of measure functionality is enabled in the Enable/disable functionalities (CS100000) window.

The UoM used as the purchase unit for the non-stock item. The default value (if any) is specified in the Item classes (IN201000) window.

This field appears only if the Multiple units of measure functionality is enabled in the Enable/disable functionalities (CS100000) window.

A check box that indicates (if selected) that commission should be calculated on the sale of this non-stock item.

The check box is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.

The price of the non-stock item.

This price is used as the default price if there are no other prices (from any price list) defined for this item in the Supplier ledger workspace.

The standard cost to be assigned to the non-stock item when the costs are updated.

You can type the cost directly into the field.

The date when the pending cost becomes effective.

You can select the date for a pending cost.

Select one of the following types:

• Service
• Material cost
• Other cost

The following work types are available for RUT:

• Babysitting
• Cleaning
• Cloth maintenance
• Furniture
• Gardening
• IT services
• Kitchen appliance
• Laundry
• Personal care
• Relocation service
• Snow job
• Supervision of housing
• Transport to sales

The following work types are available for ROT:

• Bricklaying
• Construction
• Drain work
• Electricity work
• Glass work
• Painting
• Plumbing

This check box indicates (if selected) that the supplier is the default supplier for this item.

Select this check box to mark the supplier that is the main supplier of the item.

When you create a purchase order to purchase an item, the default supplier is selected for this purchase.

The supplier location from which the item is purchased, which by default is the supplier’s default location. These locations are defined for the supplier in the Supplier locations (AP303010) window.

The unit of measure in which the item is purchased.

This UoM is specified on the General settings tab of this window.

Read only.

This column shows the last supplier price defined for the item.

The type of alternate codification used for the item, You can select one of the following options:

Customer part number

You use this type to maintain the cross-reference between the item ID and the customer part number.

Supplier part number

You use this type to maintain the cross-reference between the item ID and the supplier part numbers.

Global

You use this type to maintain the cross-references between the item ID and the global codification.

Barcode

You use this type to specify (or enter it by using a barcode scanner) a bar code for the item ID.

The deferral code assigned to this non-stock item.

The code specifies how the revenue from the sale of this item will be recognised. The deferral codes are defined in the Deferral codes (DR202000) window.

The date range defined for deferred revenue recognition (for example, 2 years for a two-year customer support subscription that you sell).

The field is available for editing only if the Flexible by period, prorate by days or Flexible by days in period recognition method is selected for the deferral code selected in the Deferral code field.

The maximum value is 10000. Possible time units are year(s), month(s), week(s), and day(s).

The total percentage of the item price as split among components.

This value is calculated automatically as the sum of the percentages assigned to the components if the item is sold as a package and consists of components.

When the item is not a package, the total percentage is set to 100.

The date range defined for the process of the deferred revenue or expense recognition (for example, 6 months for a six-month support license).

This field is available for editing only if the Flexible by periods, prorate by days, or Flexible by days in period method is specified for the deferral code that you have selected in the Deferral code column for this component.

The unit of measure for the default term: year(s), month(s), week(s), or day(s).

This field is available for editing only if the Flexible by periods, prorate by days or Flexible by days in period method is specified for the deferral code that you have selected in the Deferral code column for this component.

The method used to allocate the document amount between the components. The following options are available:

Percentage

The component price will be computed as the percentage of the total package price. If you select this option, the Percentage column becomes available for editing; in it, you need to enter the percentage defined for this component.

Fixed amount

The component price will be defined as a fixed price. If you select this option, the Fixed amount column becomes available for editing; in it, you need to enter the amount defined for this component.

Residual

This method applies to the non-deferral components. The price for such a component will be defined as the amount that will remain after the system deducts the deferred revenues of the other components from the total package amount.

For a non-stock item, that is a component of a stock kit, this account (of the Expense or Liability type) will be used to accrue the costs (standard costs) of non-stock components in the process of kit assembly, if the option Item is selected in the Use inventory/accrual account from field in the General ledger accounts tab in the Posting classes (IN206000) window.

For a Labour type item, the expense accrual account is used to accrue the cost of labour on projects (the account is credited on release of time cards). The account will be used for time card related transactions if Labour item accrual is selected as the Expense accrual account source setting in the Project accounting preferences (PM101000) window.

The subaccount to be used as the default expense accrual subaccount for this non-stock item.

For kit assembly related transactions, this subaccount is one of the sources for selecting segment values for the expense accrual subaccount according to the rule defined by the posting class (the Combine inventory / accrual sub. from field in the Posting classes (IN206000) window).

For transactions with labour items, this subaccount is one of the sources for selecting segment values for the expense accrual subaccount according to the rule defined by the Expense accrual sub. source setting in the Project accounting preferences (PM101000) window.

The expense payroll taxable account to be used for this non-stock item.

This field is visible only if Expense Integration is enabled and the non-stock item is of type Expense.

The liability account to be used for this non-stock item to accrue purchase order item amounts for this item, if the option Item is selected in the Use purchase accrual account from field in the posting class (the Posting classes (IN206000) window) for this item.

Depending on the rule in the Combine purchase accrual sub. from field in the posting class for this item (the Posting classes (IN206000) window), this subaccount can be used as the source for one or more of the segment values of the purchase accrual subaccount to be used with the purchase accrual account.

The account (of the Expense type) to be used as the default purchase price variance account to record purchases of this non-stock item on receipts if Item is selected in the Use purchase accrual account from field for the posting class of the item.

The purchase price account is used to record any differences between the extended price on the purchase receipt and the extended price on the purchase invoice (if this item is assigned any of the valuation methods except for the standard cost valuation method).

The corresponding subaccount.

This subaccount is used as one of the sources for selecting segment values for the default purchase price variance subaccount defined by the posting class (the Combine purchase price variance sub. from field in the Posting classes (IN206000) window).

The account to be used to hold the deferred amount until it is fully recognised. The account type should be specified as follows:

• A liability account for a deferral code of the revenue type
• An asset account for a deferral code of the expense type