Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Ordering items that are not kept as part of the inventory e.g. stationery, office supplies

Step-by-step guide

Non inventory items can be added to a purchase order so long as there is at least one Purchase Order Classification record exists and a ledger account is attached to it.  If there is no ledger account attached, a warning is displayed displayed when adding the item to the order.

  1. Purchasing > Configuration > Classifications
  2. Create the relevant records and attach appropriate ledger codes
  3. Save
  4. Purchasing > Order Entry  
  5. Enable Use Custom Columns, make Purchasing Classification and the associated search window arrow visible.  Move the fields as required

  6. New > Supplier Purchase Order and select supplier
  7. Add inventory items if needed
  8. Right mouse click the line number and select Insert Non-Inventory Item
  9. Enter all the relevant details including prices. Change Purchasing Classification if needed 
  10. Repeat as needed.  Save and commit the order

 

Info

Filter by label (Content by label)
showLabelsfalse
max5
spacesJ7UG
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("purchase","purchase_orders","non-inventory") and type = "page" and space = "J7UG"
labelspurchase_orders purchase non-inventory

Page Properties
hiddentrue
Related issues