Register Non-Existing Part
Explanation
You can add business opportunity lines for a part that is not registered as a
sales part. When the opportunity leads to a sales quotation or customer order
the part must be registered as a sales part. The Register Non-Existing part
function allows you to register the part in an easy way.
Prerequisites
An opportunity line for a non-existing part should have been entered.
System Effects
This activity has the following system effects:
- The sales part will be registered as an inventory part, non-inventory
part or package part.
Window
Register Sales Part
Related Window Descriptions
Register Sales Part
Business Opportunity
Business Opportunity/Opportunity Lines
Procedure
- Select or query for the appropriate business opportunity in the
Business Opportunity window (choose the
Business
Opportunity/Opportunity Lines tab).
- Select the opportunity line for which you want to register the sales
part,
right-click and select Register Non-Existing Part. The
Register Sales Part
dialog box is displayed.
- Choose Sales Part Type.
- Enter Part Number and Site. Description is copied from the business
opportunity line.
- If the sales part is an inventory part:
- Information in the Inventory
Part section is retrieved from the inventory part entry if the same part
number is used in both tables. Otherwise, the corresponding inventory
part can be selected by entering its part number or by using the List of
Values. If no corresponding inventory part exists, the values you
entered in the Sales Part Number and Description fields will be set as
default, but can be changed. Inventory unit of measure is copied
from business opportunity line or inventory part as default. If the
different units of measure are not the same, you must change the
conversion factors to obtain correct prices and quantities. The units of
measure are required.
- Sales unit of measure and price unit of measure in the Units of
Measure group box are copied from the business opportunity line but it
can be changed manually or by using the List of Values.
- Enter Sales Price Group and Sales Group in the Grouping group box
manually or by using the List of Values. This is mandatory information.
You can also enter a discount group and/or a rebate group, if
applicable.
- The cost is copied from the business opportunity line as default,
but can be changed. If an existing inventory part is used for the sales
part, the cost will be copied from the inventory part and cannot be
changed.
- If the sales part is a non inventory part:
- Sales unit of measure and price unit of measure in the Units of
Measure group box are copied from the business opportunity line but it
can be changed manually or by using the List of Values.
- Enter Sales Price Group and Sales Group in the Grouping group box
manually or by using the List of Values. This is mandatory information.
You can also enter a discount group and/or a rebate group, if
applicable.
- The cost is copied from the business opportunity line as default,
but can be changed.
- If the sales part is a package part:
- Sales unit of measure and price unit of measure in the Units of
Measure group box are copied from the business opportunity line but it
can be changed manually or by using the List of Values.
- Enter Sales Price Group and Sales Group in the Grouping group box
manually or by using the List of Values. This is mandatory information.
You can also enter a discount group and/or a rebate group, if
applicable.
- The price is copied from the business opportunity line as default, but
can be changed. Enter price for the sales part in the
Price (mandatory) field or, you have the
possibility to enter a price including tax in the Price incl Tax
field instead. Entering the including tax price will
calculate the net price for you, and vice versa.
- If tax applies on part level, enter the appropriate tax
code manually or by using the List of Values.
- If the company normally applies tax on parts but some parts never are subject
to tax, you must enter a tax rate of zero (0).
- If the company normally applies address level tax but this sales part is
never subject to tax, clear the Taxable check box.
- Click OK to confirm and close the dialog box.
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