Entering an issue for a nonstock product
- Select Issues & Returns > Issue.
- Complete the fields in the header section.
- Click NonStock.
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Specify this information:
- Product
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Specify the name of the nonstock.
- Description
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Specify the description of the nonstock.
- Requested Quantity
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Specify the requested quantity.
- Distributor Cost
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Specify your cost for the product.
- Price
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Specify the price of the product. You can click Retrieve Price calculate the price of the product based on PD Pricing Setup records in Distribution SX.e. If you specify a vendor, you must also specify a product line to retrieve the correct price.
- UOM
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Specify the unit of measure for the nonstock.
- Promise Date
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Specify the date that you can ship the nonstock. The default date is the promise date from the header, but you can change it.
- Create PO
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This option is selected by default. When it is selected, the sales order is tied to a purchase order. You must specify the vendor and, optionally, a product line.
Clear Create PO to include the nonstock in the standard Distribution SX.e replenishment process. It will be included on the Purchase Entry Recommended Replenishment Action Report.
- Create DO
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Select this option to ship the nonstock product to your customer directly from the vendor or warehouse from which you source the nonstock product.
- Create WT
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Select this option to tie the order to a warehouse transfer.
- Vendor
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Specify the vendor to obtain the nonstock from. If you are creating the purchase order to source the nonstock, this value is required.
- From Warehouse
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Specify the warehouse from which to source the nonstock. The default value is from the Storeroom Warehouse Transfer Authorized Replenishment Path Warehouse field in Product Warehouse Description Setup-Storeroom. You can override the default value if you have the correct security.
- Ship Via
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Specify the preferred shipping method. The default value is for the warehouse on the issue.
If you tie the sales order to a WT, the Ship Via field is updated with the ship via method from the source warehouse record. If you tie the sales order to a PO, the Ship Via field is updated with the ship via method from the vendor record. You can override the setting.
- Product Line
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Specify the product line for the nonstock.
- GL Account
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Specify a GL account number for this transaction. The GL Account pertains to your customer’s GL system. It is not used for GL postings in Distribution SX.e.
- Taxable
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Select this option if the nonstock is taxable.
- Department
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Specify the department to which the nonstock will be issued. If a value was specified in the header, the same value is displayed on the line. You can change the value or clear the field.
- Machine
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Specify the machine to which the nonstock will be issued. If a value was specified in the header, the same value is displayed on the line. You can change the value or clear the field.
- Line Comments
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Specify a comment for the nonstock line.
- Click Accept.
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Click Submit.
The sales order number and the tied purchase order or warehouse transfer number are displayed.
To fill the back order that was created for the nonstock, you must receive the nonstock in Storeroom Receipts.
See Filling backorders.