Non-Inventory Items

Non-Inventory items can be used as configuration-only placeholders in sales lines, which allows you to use checklists and Master BOMs to generate the Document BOM from the sales line and access non-production/construction related functions. Calculated BOM lines can later be transferred to separate sales lines and delivered. When it is time to ship the sales order, the non-inventory item is excluded.

Set Up Item

  1. Create an item.
  2. In the General FastTab, set the Type field to Non-Inventory.
  3. In the Config. to Order FastTab, ensure that the Part Type field is set to Standard.
  4. On the Related menu, choose Item > Checklist and assign the Checklist Template.
  5. On the Related menu, choose Item > Master BOM > Master BOM and assign the Master BOM.

Create Sales Document and Generate Document BOM

  1. Create a Sales Quote/Order.
  2. Assign the non-inventory item to the sales line.
  3. If not set to open automatically, choose Line > Checklist in the Lines FastTab to open the checklist and update as needed.
  4. On the Lines FastTab, choose Line > Document BOM > Document BOM to generate the Document BOM.
  5. Make changes as needed.

Except for production- and construction-related processes, you can access all sales/document BOM processes from the sales/document BOM line. For more information, see Sales.

Transfer Document BOM Lines to Sales Line

  1. On the line(s) to transfer, select the Transfer to Sales Document checkbox.
  2. On the Actions menu, choose the Transfer Lines to Sales Document action.
  3. Choose the Yes button to transfer the lines or the No button to cancel the transfer process.
  4. Close the transfer confirmation message.
  5. Close the Document BOM and review/adjust the transferred sales lines as needed.
Note

The source Document BOM lines are deleted after transferring to the sales lines.

For more information, see Transfer Lines to Sales Documents.

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