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 check box. The value defined is defaulted from the site. If the Use Price Incl Tax check box is selected, 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 check box is cleared, 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 window, 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

This activity has the following prerequisites:

• The person entering the sales part must be connected to at least one site.
• The units of measures that will be used must have been activated in the system. Do this in IFS/Application Services, Units of Measure window.
• A sales price group and a sales group must have been entered and saved. Do this in the Sales Basic Data/Sales Price Groups and Sales Basic Data/Sales Groups tabs.
• For the non-inventory sales part to inherit customer warranty data, the warranty data must first have been entered for the part catalog part.
• If you set the value in the Sourcing Option field to Use Sourcing Rule, then a sourcing rule must be defined.

System Effects

As a result of this activity:

• The non-inventory sales part can be used when entering customer orders. The data saved in the Non-Inventory Sales Part window will be used as default values when you enter a customer order line.
• A corresponding record will be created in the Part Catalog
• When the non-inventory sales part is created, it inherits any default customer warranty defined for the part catalog part.
• Non-inventory parts can be specified as parts of a package part, or as a complementary part.

Window

Non-Inventory Sales Part

Related Window Descriptions

Non-Inventory Sales Part
Non-Inventory Sales Part/General

Procedure

1. Open the Non-Inventory Sales Part window, and with the cursor in the header area, select New.
2. Using no more than 25 alphanumeric characters, enter the desired sales part number
3. Enter a description of the non-inventory registered part. If you need to change the site, use the List of Values.
4. In the General tab, enter the sales unit of measure and price unit of measure in the Units of Measure section, either manually or by using the List of Values. If sales and price unit of measure are not the same, you need to change the price conversion factor to get the right sales price. The units of measure are mandatory.
5. Optionally, you can connect the non-inventory sales part to a purchase part. To do this, enter values in the Sourcing section. The purchase part number can be entered manually or by using the List of Values. Use the Sourcing Option field to specify how this part should be supplied; the default value is Not Supplied.
6. Enter sales price group and sales group either manually or by using the List of Values.
7. Select the Active check box.
8. Enter the appropriate tax code or tax class either manually or using the List of Values.
9. If the company normally applies tax but some parts are never liable for tax, the Taxable check box can be cleared. But still you can enter tax code with tax rate of 0 (zero) or tax type calculated tax.
10. Enter the price and cost for the sales part in the Price and Cost fields. You have the possibility to enter a price including tax in the Price Incl Tax field. In that case, the Use Price Incl Tax check box must be selected. Entering the including tax price will calculate the net price, and vice versa.
11. If the part is to be rented, enter the rental price for the sales part in the Rental Price field. You have the possibility to enter a price including tax in the Rental Price Incl Tax field. In that case, the Use Price Incl Tax check box must be selected. Entering the including tax price will calculate the net price, and vice versa.
12. If desired, enter document text or notes by right-clicking and selecting the appropriate options.
13. Save the record.