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Receipt process for non-inventory items

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Posted on 15 Jan 2025 05:37:16 by 15
One of my clients use some parts that are not managed as inventory, such as screws.

They want to manage these as non-inventory items, but on the other hand, for reasons of control, they don't want the warehouse staff to use the purchase order screen, so they want to process warehouse receipts in the same way as for regular inventory items.
 
If I want to receive non-inventory items from outside the purchase order screen, such as warehouse receipts, is the only way to do this to customize the system?
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,362 Super User 2024 Season 2 on 17 Jan 2025 at 00:31:56
    Receipt process for non-inventory items
    You're welcome! 
  • Suggested answer
    KS-15010522-0 Profile Picture
    KS-15010522-0 15 on 17 Jan 2025 at 00:18:03
    Receipt process for non-inventory items
    >Valentin Castravet
     
    Thank you for giving me some useful insights.

    If we can clear the hurdle of managing quantity, your idea might work.
    We'll discuss this with customer.

    ​​​​​​​Thanks,
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,095 Super User 2024 Season 2 on 17 Jan 2025 at 00:13:03
    Receipt process for non-inventory items
    Hi, because it is Non-Inventory, its inventory cannot be managed, but it can be purchased.
     
     
     
    Thanks.
    ZHU
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,362 Super User 2024 Season 2 on 16 Jan 2025 at 16:23:41
    Receipt process for non-inventory items
    If you're only purchasing non-inventory items, then yes the standard functionality won't work as intended without customization.
     
    Alternatively, you can use items of the "Inventory" type but set their "Inventory Value Zero" field to "Yes" on the item card. This allows you to use these items in advanced warehousing documents without the system tracking their value (similar to non inventory items), though it will still track their quantity. Therefore, it's important to ensure accuracy when consuming these items.
     
  • Suggested answer
    KS-15010522-0 Profile Picture
    KS-15010522-0 15 on 16 Jan 2025 at 00:25:56
    Receipt process for non-inventory items
    >Yun Zhu
    >Valentin Castravet

    Thank you for your quick response.

    I know this function, but in my understanding, we must also purchase inventory items at the same time to use this function.
    However, in my case this time, I am assuming that I will only be purchasing non-inventory items.

    Do you have any good ideas about how to handle in such cases?
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,095 Super User 2024 Season 2 on 16 Jan 2025 at 00:02:31
    Receipt process for non-inventory items
    Hi, a simple test:
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,362 Super User 2024 Season 2 on 15 Jan 2025 at 16:28:31
    Receipt process for non-inventory items
    This functionality is available out of the box. More information here - Ship and receive non-inventory items on warehouse documents | Microsoft Learn
     

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