CONSTRUCTION
Updated support for price conversion
Using purchase or sales order workflows, you can now override the default conversion type for non-inventory items. This ensures you can easily bill for delivered or received services and other non-inventory items, and automatically draw down an approved blanket purchase or sales order.
Details
When setting up and managing blanket purchase or sales orders you'll complete the following tasks:
- Configure Order Entry and Purchasing to enable conversion by price for non-inventory items.
- Choose whether to allow override on conversion type for pre-existing non-inventory transactions.
How it works
Enable line-item override within transactions
-
Go to Purchasing or Order Entry > Setup > Configuration.
-
In the Enable functionality section, select Enable price conversion.
Once price conversion is selected, it cannot be deactivated. -
Select Enable override on transaction conversion type.
This option is selected by default. -
Select Save.
Override a line item on a purchase or sales transaction
-
Go to Purchasing or Order Entry > Transactions and choose a transaction type.
-
Select a transaction then click Convert to choose an available conversion type from the pop-up list.
-
In the Entries table select an item line and change the conversion type.
Requirements
| Subscription |
Purchasing or Order Entry |
|---|---|
| Regional availability |
|
| User type |
To configure:
To convert transactions:
|
| Permissions |
Administration (to configure):
Purchasing or Order Entry (to convert transactions):
|
| Configuration |
Enable price conversion override when you configure:
|
