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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to invoice service...
Microsoft Dynamics GP (Archived)

How to invoice services as non-inventory items in GP

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Posted on by jaxx1 65

We just upgraded to GP2013.We use GP transaction sales to invoice services for clients.  In the header of the invoice we have Default site id.   Previous version did not have this field.  Now, it makes us take the items we have set up for services and create inventory items for them.  I just want to invoice the way I used to without having these items in inventory.    As they are services, we do not have inventory of them, we just want to invoice on the fly as we do work for clients.  Any ideas how to accomplish this?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to invoice services as non-inventory items in GP

    Harry.....thank you so much!!  I have been trying to figure out why in one company non-inventoried items are allowed to be entered on a Sales Order but in another company they are not.  They are both setup in the SOP window to allow for non-inventoried items.  I kept scratching my head but Harry you are right on with the Add items selection in the options menu for the Sales Transaction window.  In one company it was checked off and the other company it wasn't.  YAY!!!  You are a rockstar.  Thank you so much for adding that to your comment above in RED!!  lol

  • jaxx1 Profile Picture
    jaxx1 65 on at
    RE: How to invoice services as non-inventory items in GP

    I got many answers and most included the details above.  This box was checked.  But when I went further, I saw that some items were set up as sale/inventory items.  I discontinued these, and reset them up as services. Now they all work as in the past.  Not only did we upgrade, but we merged with another company who had a different instance of GP.  Somewhere through this db consolidation and conversion, some items got changed to inventory vs services.  Thank you for the help, redbeard!

  • jaxx1 Profile Picture
    jaxx1 65 on at
    RE: How to invoice services as non-inventory items in GP

    I got many responses and most included the answer above.  I did check this and it was checked.  Somehow the items were set up as sales/inventory items.  I don't know how this changed (possibly through the upgrade, because we merged with another company who had another instance of GP).  I couldn't change the item type so I discontinued the items affected and set them up again as services.  Thank you, everyone for your help!

  • Verified answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: How to invoice services as non-inventory items in GP

    Under Tools > Setup > Sales > Sales Order Processing there is an Options Button, which opens the Sales Order Processing Options Setup window.  In the lower portion of this window there is a flag which allows for the entry of non-inventory items, which must be checked to process as you desire:

    Mark this option to enter non-inventoried items in the Sales Transaction Entry window for a sale or return without creating records for those items first. If you mark this option, any item numbers entered in the Sales Transaction Entry window that don't exist will be recognized as non-inventoried items. (You also must be sure that the Add Items selection on the Options menu for the Sales Transaction Entry window isn't selected.) If you don't mark this option, only items that exist in your inventory can be entered.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: How to invoice services as non-inventory items in GP

    Check Sales Order Processing Setup>>Options.  it sounds like you need to check the 'Enter Non-Inventory Items' box.

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