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Hello,
We've a new Acumatica client, we went live this past April. Our old system allowed us to use a negative quantity line item on a sales order to "take in" inventory which was very useful. For example, we sell a customer a computer which comes standard from the factory with a wired mouse. Customer wants to upgrade to a wireless mouse so we need to deplete our inventory of (1) wireless mouse and take back into inventory (1) wired mouse. Here our old system would allow us to simply sell it as:
(1) Computer $500
(1) wireless mouse $20
(-1) wired mouse $-10
ORDER TOTAL = $510
>>Here the wired mouse is brought back into inventory and the computer and wireless mouse are taken out of inventory.
Acumatica doesn't allow for this (as far as I know). Any suggestions on how I can work around?
Thank you,
Matt
To clarify - Does the COMPUTER stock item include a mouse?
If yes, aren't you duplicating the depletion of the mouse by adding it as a separate line?
If not, simply do not add it to begin with.
The mouse is included under (within) the Item Number.
The function of a sales order is to deplete stock of the items listed on the document. If the sales order has a line item for a filter with a qty of 1, when the sales order is processed, 1 filter is depleted from our inventory. We'd like to do the opposite of this. We want to use a -1 qty on the sales order to add items to our stock.
Using a negative quantity on the sales order is very useful in cases where there are exchanges, swaps or returns on the fly. In acumatica we can't do it without creating a separate document. Our old system called Everest from 2006 could do this. I just assumed acumatica could because it's so useful.
If it is included in the Item number, then adding it again would duplicate the depletion. Not sure i understand the particular scenario, although i can think of many that would be useful to allow negative quantity for them.
Either way, for returns we use a CR order type and for swaps we use the RR order type. That is much less convenient than having the ability to use negative qty on any order type but that is how it works in Acumatica.
Matt,
Have you considered using kits?
Dennis
Hi Dennis, we do use kits currently. But I don't think I can use a kit to add stock items to my inventory stock levels.
The RR Order Type seems to be close to what you're looking for, except it doesn't allow invoicing.
Maybe create a custom order type that is a combination of SO (which allows invoicing) and RR (which allows "return" shipments). Rather than AR Document Type of No Update on the TEMPLATE SETTINGS tab of the Order Types (SO201000) screen for RR, set it instead to Invoice and see if that does the trick.
The part you'll need to test to see if this will work or if you'd somehow need both an Invoice and Credit Memo which I'm not sure is possible.
Here's a nice chart on the predefined return Order Types. You can see how RR is not setup for invoicing out-of-the-box:
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