Sales Order Entry - Advanced Line Entry - Non-Stock overview

Sales > Entry > Order

Use this page to specify information about a nonstock product.

This page is displayed when you select Non Stock in the Line Type field in Sales Order Entry-Advanced Line Entry.

For most distributors of durable goods, nonstock items comprise about 30% of the total sales volume. Where technology is higher in the products, the nonstock percentage is higher. Generally, when a customer places an order for a nonstock product, you must order it from your vendor or another warehouse orders it for you from a vendor.

Nonstocks are usually not set up as products in Product Setup. However, there are options for managing your nonstock inventory for greater visibility, or assigning nonstock products to stocked inventory for a period of time that allows you to monitor their usage. These options include:

  • When you enter a nonstock product in Sales Order Entry you can assign a bin location that helps you track the nonstock product in your warehouse. The bin location is stored on the nonstock product header (ICENH) and line item (ICENL) record set and can be maintained if the product is moved in the warehouse.
  • If you do want to create a product record in Product Setup and Product Warehouse Product Setup, you can create the nonstock as an Order As Needed - Nonstock product.
  • If you want to create the nonstock product as a catalog product in Product Catalog Setup.

Options in SA Administrator Options-Documents-Purchase Orders and SA Administrator Options-Documents-Transfer Orders-Processing indicate if a nonstock must appear on a sales order before the buyer can order it on a purchase order or warehouse transfer.

Price/Discount/Cost/Kit

The Price and Discount fields are enterable on the Non-Stock window, regardless of your security level. If your SA Operator Setup option is set to allow entry of price/discount information, you can access the Price and Discount fields on the Non-Stock window. If your SA Operator Setup option is set to allow viewing of price/discount information, the Price and Discount fields are enterable on the Non-Stock window and appear on the line items, but are not enterable on the Line Items view. If your SA Operator Setup option is set to not allow either for price/discount information, you can update the Price and Discount fields on the Non-Stock window, but they are not displayed on the Line Items view.

If you designate a stock product on the Non-Stock window, pricing is populated using the stock product defaults from Product Setup-Pricing if it exists, or Product Warehouse Product Setup-Pricing. If the product exists in Product Setup, the PD Pricing Setup price is displayed. You are prompted to accept the Product Setup settings. If you choose to use these settings and the product has special price costing set up, the price and cost are the "each" price and cost. The price override flag is not set and the price is recalculated if you change the quantity. If you do not choose to use the defaulted stock product pricing, or if you change the price or discount that defaults, the override flag is set and the price is not recalculated if you change the quantity.
Note: This functionality does not apply to nonstock kit components. There is no provision to accept Product Setup settings when entering a nonstock kit component.

Vendor/Warehouse/Line

When a nonstock or special product is entered, the quantity shipped is automatically set to zero. It is assumed that you do not have the product in inventory, and it must be ordered from your vendor or transferred from an available warehouse. The quantity to be ordered on a purchase order or warehouse transfer is the difference between the quantity ordered and quantity shipped. Increasing the quantity shipped prevents that portion of the quantity ordered from being placed on a purchase order or warehouse transfer the next time the PO RRAR or WT RRAR is performed.

The RRAR report looks for all nonstock and special products on orders and transfers and places them on the appropriate purchase order or warehouse transfer. You can also specify a particular purchase order or warehouse transfer number on the Sales Order Entry-Extended view. The purchase order or warehouse transfer must already exist. The PO RRAR/WT RRAR does not pick up those line items because they are already on a purchase order or warehouse transfer. If you do not specify a particular purchase order or warehouse transfer, the values in the Vendor #, Warehouse, and Line fields on the Non-Stock window are used to determine whether a purchase order or warehouse transfer is created when the PO RRAR/WT RRAR is performed.

If some information, such as price and cost, is not provided on the Non-Stock window when the line item is entered, you can add that information during the PO RRAR/WT RRAR process, before the report is merged. In most cases, an exception is printed on the PO RRAR/WT RRAR Exception Report and the line is not merged. Information not provided in Sales Order Entry for nonstocks can be added in PO RRAR Acceptance. Changes made to the cost and product description in Purchase Entry RRAR Acceptance Report are carried back to the Sales Order Entry line item.

When the Non-Stock window is displayed, the nonstock information from the previous nonstock line on the order is defaulted, allowing you to expedite entry. When you access another order, the Non-Stock window is reset and you must re-enter all nonstock information.

Nonstock kits are not picked up by the PO RRAR/WT RRAR because they come from stocked components. Nonstock analysis is provided through the SM Nonstock Sales Report. This report provides information on whom the nonstock products were being sold to, the quantity, net sale, discount given, date, and much more. This allows you to determine if any of the nonstock products are consistently repeated and should be stocked as a regular product in your inventory.