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:

Window

Register Sales Part

Related Window Descriptions

Register Sales Part
Business Opportunity
Business Opportunity/Opportunity Lines

Procedure

  1. Select or query for the appropriate business opportunity in the Business Opportunity window (choose the Business Opportunity/Opportunity Lines tab).
  2. 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.
  3. Choose Sales Part Type.
  4. Enter Part Number and Site. Description is copied from the business opportunity line.
  5. If the sales part is an inventory part:
    1. 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.
    2. 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.
    3. 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.
    4. 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.
  6. If the sales part is a non inventory part:
    1. 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.
    2. 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.
    3. The cost is copied from the business opportunity line as default, but can be changed.
  7. If the sales part is a package part:
    1. 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.
    2. 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.
  8. The price is copied from the business opportunity line as default, but can be changed. Enter price and expected average price for the sales part in the Price (mandatory) and Exp Avg Price fields or, if your company is using a VAT tax regime, you have the possibility to enter a price including VAT in the Price incl Tax field instead. The Taxable check box must be selected to do this. Entering the including tax price will calculate the net price for you, and vice versa.
  9. If no sales tax applies to the company, enter the appropriate tax code or tax class manually or by using the List of Values.
  10. If the company normally applies VAT but some parts never are subject to VAT, you must enter a VAT rate of zero (0).
  11. If the company normally applies sales tax but this sales part is never subject to sales tax, clear the Taxable check box.
  12. Click OK to confirm and close the dialog box.

     

     

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