HUCO-7
Project Goals
All items created as inventory items to be deleted or made inactive.
The inventory items should be created as Non-Inventory items in the system.
Transactions created using inventory items to be updated with the Non-Inventory codes.
Non-inventory items to be marked default as special-order items.
Our Solution
All items created as inventory items to be deleted or made inactive
For the deletion of the inventory items all related transactions pertaining to that item need to be deleted from the system. There should not be any dependent records for that item to be deleted but we can make the item inactive so that it won’t any longer appear in the dropdown selections for further use. If we are removing/replacing all the inventory items with the service item/Non-inventory items then we will be able to delete inventory items from the system. As we are planning to replace all the inventory related transactions we will be able to delete the inventory as well.
There are currently 2 inventory items with 10 related transactions. We need to replace the items of these 10 transactions and then we will delete the inventory items.
The inventory items should be created as Non-Inventory items in the system.
We cannot convert the standard inventory items to non-inventory items by standard methods. This is still considered as an enhancement. So the solution for this concern is to do a CSV import with the needed data for creating new non-inventory items.
- How many Non- inventory items need to be created in the system?
- Do we need to create the Non inventory items for the existing two inventory items with the exact same details provided for those two records? If there are more non-inventory items then provide us a list for the same and we can import it for you in netsuite.
- The ‘Can be Fulfilled/Received’ checkbox for the non-inventory item enables this item to be received and fulfilled during order processing. Do you need these options enabled for the non-inventory items?
Transactions created using inventory items to be updated with the Non-Inventory codes
There are 10 transactions to be modified to replace the item from the inventory items to non inventory items with the exact same edata. The item names are linked to the GL impact of posting transactions. This change name will be reflected in the GL impacts as well. The costing will be also affected.
Mapping of the item or the logic of replacing the non-inventory item needs to be defined as well. If the setting for the Non-inventory items is set as “Can be Fulfilled/Received” then only we can replace the item in the item fulfillment and the item receipt otherwise we may need to delete the item fulfillment and item receipts without replacing the item. In the account we can see that there is one item receipt created in the system. We need to delete the transaction if the can be fulfilled option is not enabled for the non-inventory item. If it is enabled we can replace the item.
Non-inventory items to be marked default as special-order items.
This can be done when we create non-inventory items. If there are a lot of inventory items to be created then using the CSV import or by using mass update functionality we can set the items to be dropship items in netsuite. For drop ship non inventory items the preferred vendor and the vendor price for the item should be set in the item record as well.
Note: For items to be considered in project creation/project time tracking then we need to use service items instead of the non-inventory items.