Functionality of Non-Stock "Dflt Mark For"

​@bencrooks This is AI generated answer hope its help for

Solution: Enable Drop-Ship or Purchase-To-Order for Non-Stock Items
Step 1: Configure the Non-Stock Item
Go to: Inventory → Non-Stock Items
Open the Non-Stock Item you want to configure.
Check these settings under the "General" tab:
Require Receipt: ✅ (If needed for vendor tracking)
Require Purchase Order: ✅ (If the item should always trigger a PO)
PO Source: Set to either:
Drop-Ship (if the vendor ships directly to the customer)
Purchase-To-Order (if the company buys it and fulfills the order)
Save the changes.
Step 2: Automate the "Mark For" Field in Sales Orders
Go to: Sales Orders (SO301000) → Preferences
Look for Default Purchase Settings for Non-Stock Items.
Ensure Purchase-to-Order or Drop-Ship is enabled at the Order Type level.
Save changes.
Step 3: Create a Sales Order to Test
Go to: Sales Orders (SO301000)
Create a new Sales Order using the Non-Stock Item.
Add the Non-Stock Item to the order.
Check if the "Mark for" field automatically defaults to True (either Drop-Ship or Purchase-To-Order).
 

It doesn’t look like this is possible in 24R2 with a non-stock item - not sure if this is a feature of the upcoming 25R1.  

One option you could do is make it a stock item instead.  Assign it to a new, special stock item class that allows for negative inventory.  You can take it a step further and make a special warehouse for it as well.  The reason behind negative inventory is so that it can be at 0 and when you to the PO and PO receipt it will offset the -1 back to 0.  The other option may be to not allow 

To set it up:

Open stock item, go to Warehouses.  Click the warehouse you’re going to set to auto mark for PO.

In this case I’m using Retail for the warehouse

On Item Warehouse Details

On the Inventory Planning tab you will need to set the source as Purchase to Order.  You may need to override the replenishment settings to do this.

Now when you add the item to an SO for that warehouse, it will automatically mark for PO and set the source to PO to order.

I would hesitate creating this non-stock as a stocked item, since now it will be valued as an asset in your inventory and you’ll then need to track the on hand, count it, etc.  

Currently, this setting does not automatically check the Mark for PO unless it’s needed for a production order using DRP/MRP.

However, you can manually check the Mark for PO box on the SO line and then the source will default to PO and you can continue on from there, to generate a PO linked to that sales order.

Here is an example:

Dana Moffat wrote:

I would hesitate creating this non-stock as a stocked item, since now it will be valued as an asset in your inventory and you’ll then need to track the on hand, count it, etc.  

Currently, this setting does not automatically check the Mark for PO unless it’s needed for a production order using DRP/MRP.

However, you can manually check the Mark for PO box on the SO line and then the source will default to PO and you can continue on from there, to generate a PO linked to that sales order.

Here is an example:

 

Thanks, I agree and this is what I will be training our teams on. I will also probably create an idea for the functionality of the “Dflt Mark For” setting to be updated to include Sales Orders, Service Orders, etc

​@bencrooks yes, please create an idea. thank you for your post. -Dana

​@Dana Moffat Done!