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  • 1.  Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 01:56

    I have a couple of clients that manufacture the final sold item (aka parent item) where the components and parent item are new for every order and most likely not used again. They have generic items setup in inventory by category, where an item could represent 10K different items.  They use Job Cost.  I have UDF's setup where the COS is manually entered on the sales order for the total unit cost.  I have the UDF's linked thru the tables as needed and I created Sage Intelligence reports to include this COS field.

    I understand why they do not want to enter one-off inventory items, however if they did and properly used the PO module there would be so much more efficiency and functionality being used.  I've thought about a script to inactivate the inventory items based on criteria.  Does anyone else have a client where inventory items are a one off and have a set up different than I am explaining? 

     



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------


  • 2.  RE: Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 09:03

    I know this doesn't answer your question fully.

    I have a client who was using BOM as "WO Light" and that worked great until their volume grew and grew. We put in Production Management and used the ScanForce Make To Order enhancement where the client wanted to capture the order and start the work ticket at the same time.

    This doesn't resolve your need to create (or not create) a new item on the fly. I'd give ScanForce or Scanco a call as either probably has tackled this challenge before.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------



  • 3.  RE: Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 11:45

    I'm a huge fan of the ScanForce SO Make To Order,  I pushed ScanForce on it until Steve gave me the good news.  I thought of a solution for the one item code.  The item can be changed to a serial number.  They create the PO, SO and Job Numbers to match.  They can assign the same number for serial number and then be able to capture the cost per purchase for the sales order. 



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------

    Original Message


  • 4.  RE: Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 11:34

    I'm not sure I quite get it all, but are they using Lot Costing for the generic items?



    ------------------------------
    Beth Bowers
    (269) 358-0989
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  • 5.  RE: Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 12:05

    They are using average costing, so right now they are entering the actual cost for each sale on a UDF I created on the sales order.  I created a Sage Intelligence report and then they make journal entries as needed.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------

    Original Message


  • 6.  RE: Using Real Inventory Items When Most Items Will Only Be Purchased Once

    Posted 02-26-2025 12:28

    When I've used generic items, I usually set them up as Lot Costing so I can get a specific cost for the job.



    ------------------------------
    Beth Bowers
    (269) 358-0989
    ------------------------------

    Original Message


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