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Sale & Issue of Stock Items

  • 6 December 2023
  • 3 replies
  • 39 views
G
Rank

Hi

We sell various hardware items.  Suppose we are selling Item A.

Item A may be issued from Stock in 3 ways:

  1. at the standard price, paid in full by the customer on invoice
  2. on a hire purchase (rental to purchase model), paid over a term of 36 months
  3. free of charge as a warranty replacement 

In each case the Item is identical so I don’t want to create more than one Inventory ID.  As far as I see Subitems or Attributes would require me to do so.

Currently we distinguish between these models as follows:

  1. price applied is the list price
  2. price applied is the list price with 100% discount
  3. free item box is ticked

Is there a better way to identify these different commercial methods on a Sales Order, such that we can report on them conveniently later?

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Best answer by aaghaei 6 December 2023, 19:48

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Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @gwynroberts35 

Along with attributes, have you looked at using Sales Price Worksheets? That would change the pricing as soon as it is added to a sales order based on criteria. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
G
Rank

@kandybeatty49 Thanks for your answer. 

As a Sales Price Worksheet specifies a price for each Inventory ID, this doesn’t help, does it?  I would need a different Inventory ID for each scenario, which would complicate the stock side (the system would expect individual stock levels for identical and indistinguishable items)

aaghaei
Rank
Userlevel 7
Badge +8

@gwynroberts35 best you can do is to add a custom field with 3 dropdown value so you can select desired Sales Model when a SO is created and then report as you wish.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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