Have you ever tried had to inactivate an inventory item type or service? In previous releases of
In the Item Maintenance window you can create and maintain basic information about your business’s items. You can enter information about an item—its identifiers, item type, currency and quantity decimals. You also can use the Item Maintenance window to open other windows where you can enter more detailed information about an item: its vendors, pricing, accounts, sites, history, and options.
Marking the inactivate button for a record, will prevent the item from being sold, purchased, or processed, but will maintain item history. Before you inactivate an item, the following conditions must be met:
- If the item is assigned to an active kit, you must remove the item from the kit.
- If the item exists on an active bill of materials or finished good, you must remove the item from the assembly.
Before you inactivate an item record, you should be aware of the following:
- Existing, unposted transactions or documents that contain inactivated items can be processed, for example, you can transfer an inactive item on an order to an invoice, but you can’t change the quantity.
- Inactive items can’t be added to existing transactions or documents.
- If the kit item or bill of materials item is inactive, you can inactivate the components, but you won’t be able to re-activate the item if there are inactive components.
This new feature will allow all items to be permanently or temporarily stopped from sales, purchase, or processing while retaining all transaction information. Now that’s great!
BDO Solutions is a national firm with local practices throughout Canada, a
By Florence Singh, Consultant, BDO Solutions, Leading Canadian Microsoft Dynamics ERP & CRM Partner.