A client recently reported that a specific item was not appearing in a Vendor Credit transaction. They had already verified key configuration details such as the subsidiary, location, and other relevant fields. Despite this, the item remained absent from the Vendor Credit form.
Upon reviewing the item setup, it was discovered that the item in question was created as a Service For Sale.
A “Service For Sale” item is designed to be used exclusively in sales-related transactions, such as invoices, sales orders, or other customer-related transactions. It is not intended for use in purchase-side transactions like Vendor Credits or Bills. The item also lacked an associated expense account, which is mandatory for items used in purchase transactions. Without this account, the system cannot record the cost or credit appropriately on the vendor side.