Entering a nonstock product

Select > > .

Create or maintain an order.

In Advanced Line Entry, select Non-Stock in the Line Type field.

On the Non-stock page, specify the nonstock product in the Product field.

If the product already exists in the catalog, in inventory, or as an existing nonstock item, click Yes to use that product and its settings.

If the Use Previous Non-Stock Settings option is selected in SA Operator Setup, the default product category from SA Administrator Options-Products-Defaults is assigned to the line. If there is no default product category, the product category from the most recent, active nonstock receipt is assigned. If there are no active nonstock receipts in Product Adjust Non-stock/Direct Order Entry, the product category from the most recent, inactive receipt is assigned.

If the product is available in the ordering warehouse, or is an active nonstock that is set up in Product Adjust Non-stock/Direct Order Entry, and the Allow Non Stock Qty Ship Override option is selected in SA Operator Setup, you can force ship the available quantity to fill this order. If the product is available in another warehouse, you are notified that nonstock surplus exists in another warehouse. You can then tie this order to a warehouse transfer.

If you use the existing settings, and surplus stock or nonstock product is available in other warehouses, an additional notification about surplus availability is displayed. You can change the warehouse to obtain the item from the other warehouse.

Specify a product description and a product category.

The product description is included on orders, invoices, and pick tickets.

To source the product from a vendor, specify the vendor and product line.

If you entered a quote order and plan to copy it to a direct order, you must specify a vendor. Otherwise, specify a warehouse in the next step. If you do not specify a vendor or warehouse, the nonstock line on the quote order is not copied to the direct order.

To source the product from another warehouse, specify the warehouse.

Depending on the product, the Non-Stock Quantity Available and Stock Quantity Available for the warehouse is displayed on this page. Use the Product lookup to see the quantities that are available in other warehouses.

If you entered a quote order and plan to copy it to a direct order, you must enter a warehouse. Otherwise, specify a vendor number in the previous step. If you do not enter a vendor or warehouse, the nonstock line on the quote order is not copied to the direct order.

Optionally, select one of these values in the Item Type field:

Review For Inventory: Select this value if you expect frequent orders of the nonstock product and think it should be added to stocked inventory. An Event Manager trigger is created. It notifies someone in your organization to convert this item to stock and review it in future replenishment cycles. This value is available only if the Event Manager event is active.

Create As OAN-NS: Select this value to create the nonstock product as an order as needed-nonstock (OAN-NS) product. To make this value available, a valid value must be selected for Allow OAN-NS Stocking in OE for Catalog on your SA Operator Setup record.

Create As Catalog: Select this value to create a catalog product from this product. To make this value available, the Catalog Stocked option in SA Administrator Options-Products-Defaults-Sales Processing must be selected.

If you selected Create As OAN-NS or Create As Catalog in the previous step, click Default Fields.

Specify the unit, serial or lot control, and special price/costing values to include on the Product Catalog Setup or Product Setup record.
Click Submit.

Specify a cost and other pricing information.

If you do not specify a cost, then the order cannot be invoice processed. If the product is associated with a Pricing and Discounting record, you can adjust the price level on the Pricing view. This applies to all price levels.

Optionally, select these options:

Back Order

Select this option to automatically create a back order when the shipped quantity is less than the ordered quantity.

If Allow Back Order is not selected on the customer record, this message is displayed when you exit the Non-Stock page: Non-Stock Product; No Back Order Scheduled; Adjusted if Exists.

You must then clear the Back Order option in the Nonstock page or the Extended Fields section on the Order Entry Advanced Line Entry page.

Create Purchase Order

If you specified a vendor in a previous step, select this option to create a purchase order for the product.

To make this value available, a valid value must be selected for PO/WT Ties on your SA Operator Setup record.

You cannot create a sourcing purchase order for a vendor or a vendor ship from that does not allow purchase orders.

Rush

Select this option to expedite the product. You can specify a rush amount in the Extended Fields section.

Copy Comments

Select this option to copy comments from the sales order line to the source document.

NCNR

Select this option if the nonstock is non-cancellable, non-returnable product.

Complete the remaining applicable fields, and then click Submit.

Specify the quantity, and verify the unit and price.

To tie the line a PO or WT, click Sourcing.

Select the product source.
Specify or make changes to the related product source information.
Click Submit.

Click Add to add the line to the order.

If the source document was created, the number is displayed. If the line is tied to a purchase order or transfer, the number of the source document is displayed.

Complete the order.

If you add additional nonstock products to the order, the default settings for the previous nonstock product on the order are displayed. This feature is not available if No is selected for Use Previous Non-Stock Settings on your SA Operator Setup record.