Non-inventory items in GP.

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Posted on by Vincent Dsouza

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Hi,

Would like to know how to setup non-inventory items in Great plains also for non-inventory items from where do the GL codes default for distributing of Inventory batch and GL Batch in SOP module.

Regards

Vincent

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Ron Wilson 6,010 on at

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Vincent,
The nature of a non inventory item is that it is not setup in GP. The GL accounts have to be coded by hand every time a NI item is entered. If there are no COGS associated with the item then you can you Misc Charges. If you need to have a COGS associated and want to default GL account number to NI items then you will have to have a customization made (which is what we have). We have a couple of prefix identifiers that when placed in front of a NI item number, it will pull certain GL codes for Sales, COGS, Inventory, etc.
Example:
We have an item setup DPM-Accounts with GL codes setup. When ever we enter a NI item with DPM- in front of it, the accounts from DPM-Accounts item are pulled into the NI item.
Does that make sense?
Ron

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Sagi88 2,250 on at

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Hi Vincent.

In the Posting Setup in Administration you have the posting accounts window,

Display the Sales accounts and you will see the Non-Inventoried Items account .

All Sales and COGS posting accounts will default from thiks setup if you are using the postinag accounts from item and not customer option.

Unfortunatel you are limited to 1 account.

A work around is to set up miscellaneous items in your Item Cards for each category and specify the accounts you would like.

Hope this helps.

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mattlandis 385 on at

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Vincent,

This problem you are talking about is one we come across regularly. Especially in companies that sell once and done items. We have given it quite a bit of thought. its almost like there should be a database master for items that you don't stock, hardly ever sell, but still want to automatically designate: GLs, cost, sell and description. But you don't want the item stuck in your inventory list because you sold it once, and you don't want to go through the entire GP item life-cycle.

If someone knows of a addon to do this I'd be glad to hear about it.

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Ron Wilson 6,010 on at

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Matt we use Salespad to fix this problem.
I actually have a post on my blog about this tomorrow:
http://rldu.wordpress.com

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mattlandis 385 on at

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its not tomorrow so i didnt see it yet ;-) but i look forward to it! thanks for the tip. matt

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Ron Wilson 6,010 on at

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Yea as I started typing that I realized it hadn't been posted yet. It should be up by the end of the afternoon. Ron

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Victoria Yudin 22,769 on at

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Matt and Vincent,

If the needs are not too complex, we have seen the following approach used:

Create a few inventory items, one for each unique combination of item settings/account numbers you need. For example MISC HW, MISC SW, etc. If you need to track costs specific to items, set them up to track serial numbers and create an auto-generating scheme for those items that don't have real serial numbers. When putting these items on a sales quote/order/invoice, you will need to make sure to change the description. Typically these one off items are not stocked so if you are creating a PO from a sales order, the description will automatically come over to the PO and will also transfer from sales quotes to orders to invoices correctly.

This may not cover every need, but might make a lot of the setup and tracking easier.

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Ron Wilson 6,010 on at

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Victoria, Doesn't this require you to have inventory in stock for these one off items? We used to have an inventory item *DPM that was the item we used for such issues. However, we had a nightmare of a time trying to keep the *DPM reconciled from an inventory valuation standpoint. The blog article was set to auto-post tomorrow (I am not sure why). It is up now. Ron

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Victoria Yudin 22,769 on at

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Ron,

Yes, this assumes that these are stocked (sales inventory type in GP) items and that you receive them prior to shipping and posting the invoice to the customer. The costing/valuation will work if you're tracking serial numbers, but for large quantities or heavy volume this may be a nightmare. This is just one way to handle these items for light/non-complicated needs. Absolutely not the answer in every situation. I am off to read you blog post now. :-)

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Community Member on at

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Does anyone have a good way of blocking non-inventory items from being used on purchase orders? I know how to change the option in Sales Order processing, but don't see anything in purchase order?

Help, thanks!

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