Articles without stock control - tearing my hair out

imurphy · 2008-06-13

This has got to be something simple. I'm using NAv 5.0Sp1

I've been trying work out how to invoice something like 'instalation and materials'. I know theres got to exist some way of billing an amount on a single line which is not an item you purchase.

I've been playing around with item charges and with the information on the item tracking tab within the item but nothing seems to change its behaviour.

No matter what I do Nav generates negative stock warnings ... can anyone give me a hint?

Ian

tinoruijs · 2008-06-13

Maybe use type "g/l account" instead of item?

imurphy · 2008-06-13

I think I found it. In Cronus there is a 'Non-stock item' menu option which is missing from the DB I am using... which explains why I couldn't find it.

AdamRoue · 2008-06-13

That will not be what you want because as soon as you use it it becomes a stocked item

Use a resource, or as suggested direct to GL if you do not want stock to be considered

imurphy · 2008-06-13

Great - This business of booking things directly to a G/L account is something that makes me nervous - don't like the idea of users being able to just make accounting entries. Too many opportunities to screw things up.

Seems amazing that there isn't just a type of article which could be used for this purpose - like 'SoftwareDev' or 'Installation'

Thanks for the info in any case - it will save me wasting more time on this.

Ian

DaveT · 2008-06-14

Hi Ian,

I generally recommend using Resources for this type of invoicing. It should give you all you need without having to do inventory control.

[edit]
Sorry meant to say - Have you considered linking into Jobs or Service Desk if these invoices are for service type area such as installation ?
[/edit]

Articles without stock control - tearing my hair out

I can recommend a good barber

imurphy · 2008-06-15

This is for a construction sub contractor. They will typically make an offer for the work on a project which will include everything. The project will be divided into sections, each of which is completed and billed in phases. The billing includes materials, management, manpower and sub-sub-contracting costs.

Is this a service? no. Is this a product? Nope

Once the offer is accepted they bill against a project and they also book costs incurred against the same. However they do not bill items X, y and Z which have been used. Just something like:

Building A Completion 20% 50,000

They track the hours worked for each resource against projects. If they use resources won't this product odd resource consumption stats?

Ian

Deep · 2008-06-15

The kind of requirement you are talking about can be easily met by using the Resources and Jobs module.

You just need to add some report or a code which can help you out to bill in phases.

AdamRoue · 2008-06-15

There are some very specific tax legislation and whole processing in the construction industry in the UK that I know have lead to at least a couple of full bolt-on construction additions to handle all of the intracacies in the industry. If it is a sub-contractor this maybe different, and they are offering a service, but I am sure tax and how labour hours were handled in phased billing and retention were some of the areas handled. This is a very complex area in the UK, I am lead to believe, that standard NAV does not handle, but I have never had hands-on experience of this sort of implementation - just thought I would mention it whilst you are pulling this string!

Articles without stock control - tearing my hair out

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