top of page

Setting up a Non Inventory Item Service in Dynamics 365 for Financials - Project Madeira



Transcripts

0:02 in this session we're going to set up what's called a non-inventory able I

0:17 'tom so what is a non inventory alight mhmm

0:20 what that is is it something that you would like to charge to your customers

0:26 for what you don't actually need to track and on hand quantity or ins and

0:33 outs for an example would be freight charges or services or other laborers or

0:39 charges that you would like to include as an amount on an invoice to a customer

0:46 but you don't want to track how many or need to track how many you have on hand

0:51 so as an example i'm going to click on items and you see i already have an item

0:58 non-inventory alighting here set up called freight charges

1:02 we're going to set up another one called service charge

1:07 so what I'll do is from the item list

1:11 i'm going to click on new the system's auto assign 1003 for my new item for

1:18 more information on how the system assigns numbers to new records in the

1:22 system

1:23 please refer to our separate video on using and maintaining number series will

1:30 call this service charge

1:35 and the key field is the type field here so by default the system assumes that

1:42 every item you're creating is in inventory item and we want to track on

1:47 hand quantities but in this case we're going to call this a service item

1:53 this is the field that will require a not require us to track those quantities

2:01 I do have a unit of measure i can still use all of the same features of an item

2:09 obviously my my stock out warning and negative inventory are not relevant but

2:15 i can set up a unit price a default service charge what's that that's

2:20 fifteen dollars


243 views0 comments

Related Posts

See All

Microsoft Dynamics 365 - Top 19 Q&A

Dynamics 365 1. How does Dynamics 365 benefit customers? Dynamics 365 will bring together the best of our CRM and ERP cloud offerings into one cloud service with specific, purpose built, apps for

bottom of page