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.
The company tax regime determines whether a tax code must be entered for a
sales part. If the company tax regime is VAT or Mixed, then a tax code or a tax
class is mandatory. If
the company tax regime is Sales Tax, then a tax code or a tax class is not mandatory. The rules
are as follows:
- If the company tax regime is VAT and the sales part is taxable, then a tax code
or tax class is mandatory and any tax code can be used.
- If the company tax regime is VAT and the sales part is not taxable, then a
tax code or tax class is mandatory and the tax code must be 0%.
- If the company tax regime is Mixed and the sales part is taxable, then a
tax code or tax class is mandatory and any tax code can be used.
- If the company tax regime is Mixed and the sales part is not taxable, then
a tax code or tax class is mandatory and the tax code must be 0%.
- If the company tax regime is Sales Tax and the sales part is taxable, then
a tax code or tax class is not allowed.
- If the company tax regime is Sales Tax and the sales part is not taxable,
then a tax code or tax class is not allowed.
You can select the basis for tax calculation for the company with tax regime
VAT. 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.
- If the company should apply Sales Tax instead of VAT, you must have defined this
tax regime in
the Company/Invoice/Tax Information tab.
- It is not possible to enter any tax code if the company's tax regime is
set to Sales Tax.
- It
is not possible to select the Use Price Incl Tax check box, if the
company tax regime is
set to Sales Tax or Mixed.
- 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
- Open the
Non-Inventory Sales Part window, and with the
cursor in the header area, select New.
- Using no more than 25 alphanumeric characters, enter the desired sales part number
- Enter a description of the non-inventory registered
part. If you need to change the site, use the List of Values.
- 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.
- 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.
- Enter sales price group and sales group either manually or by using the List of Values.
- Select the Active check box.
- Unless sales tax is applicable for the company, you should enter the appropriate tax code
or tax class either manually or using the List of Values.
- If the company normally applies VAT but some parts are never liable for VAT, you must
apply a VAT rate of 0 (zero).
- If the company normally applies sales tax but some parts are never liable for sales tax,
the Taxable check box should be cleared.
- Enter the price and cost for the sales part in the Price and Cost fields.
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. 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.
- If the part is to be rented, enter the rental price
for the sales part in the Rental Price field.
If your company is using a VAT tax regime, you have the possibility to enter
a price including VAT 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.
- If desired, enter document text or notes by right-clicking and selecting
the appropriate options.
- Save the record.