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Evo-ERP and DBA Classic >> Items >> IN-C Purchase Unit Price
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Message started by Kemazo59 on 03/15/07 at 07:11:03

Title: IN-C Purchase Unit Price
Post by Kemazo59 on 03/15/07 at 07:11:03

I am entering an inventory adjustment as a purchase in IN-C. Could you tell me, does the "Purchase Price" field at the bottom section of the window refer to Stock UM, Purchase UM or total purchase price??

Also, after I enter "Quantity" purchased and try to move down to the "Actual Unit Cost," the program skips over this and moves down to "Purch Order No." so that I cannot enter a unit cost. In looking a the Help Menu, I do understand that this is normal, but it also states:

"There is no need to enter a purchase cost—the Act Unit Cost field in the upper portion of the screen is for this purpose."
This would lead me to believe that I should be able to enter an Actual Unit Cost? In any event, I would like to be able to!

It would be vantastic to be able to enter a total purchase price in the "Purchase Price" field, and have the program figure out an "Actual Unit Cost" from that (or maybe it does already and I'm not entering information right??)!!!

Can anyone give me some imput on this?? Thanks!!

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Title: Re: IN-C Purchase Unit Price
Post by GasGiant on 03/21/07 at 06:05:09

If you are using type P then the program skips down to the Purchase section at the bottom and asks for the Unit price for the purchase, which, since it is creating a PO transaction, should be in purchasing units. Should be, but it does not seem to be. What the Help file is telling you is that the transaction will be in stock UM and so should the Purchase Price that you enter at the bottom.

Title: Re: IN-C Purchase Unit Price
Post by Kemazo59 on 03/21/07 at 06:28:03

Colin thanks for your reply! :-*

So I understand you to mean that I should enter the price in Stock UMs. In other words, EVO does not convert purchase UM price to stock UM price in the "Purchase Price" field. This seems confusing since the field is called "Purchase Price"?

Title: Re: IN-C Purchase Unit Price
Post by Lynn_Pantic on 03/21/07 at 06:33:03

As GG says, you enter the price in stock UM. Also be aware that this generates a "P" type transaction record in INVTXN, increases on hand stock, posts to the inventory and PO/RNI accounts but does not do anything with an actual purchase order meaning it will never appear on the PO/RNI report or be available in AP-C to enter an invoice. So it is not a recommended approach at all if you are using any of the accounting/AP features of the system. The S & P options on the IN-C screen date WAY back to the earliest days of DBA when it was sold by module and people purchased only the inventory module, not Sales and Purchasing. There is really no reason for anybody to be using them now (but if we took them away, I am sure somebody would complain).

Title: Re: IN-C Purchase Unit Price
Post by cathyh on 03/21/07 at 07:18:14

We do use the S(Ship) type adjustment from time to time when we are shipping items without an invoice (for free!) and want to document better who we sent it to. I have never seen a problem in the GL with this. probably because our selling price is $0.
I was not aware that a P type involved the RNI account-- that would be a problem for us so it is good that we don't use it.

Title: Re: IN-C Purchase Unit Price
Post by Kemazo59 on 03/21/07 at 09:14:27

I use this module for a purchase because we make small credit card purchases now and again at a nearby hardware store for kit parts. There is no formal purchase order involved. I enter a payment voucher in AP-B, then make the inventory adjustment in IN-C. If there's a better way, I'd sure like to know about it as this is very time consuming! I guess I could enter a "dummy" PO, receive it and then invoice it, which might drive my shipping/receiving personnel bonkers!

Like Cathy, I too have cause to enter a Shipment adjustment when we send samples out for testing or evaluation, in which case we do not need an invoice but do need FG inventory adjusted to show a correct quantity. Again, if there's a better way I'm all for it! Actually, if I were to process an order for product testing now, I would probably run it through the whole SO to WO to $0 invoice process and not send the invoice. The only problem with this might be that the invoice would show up in the AR Aging, unless I could enter a $0 payment right away.

My brain can't seem to come up with what RNI is? :-[

Title: Re: IN-C Purchase Unit Price
Post by cathyh on 03/21/07 at 09:33:58

"Received Not Invoiced"- Theoretically this GL account should be zero when month end is final-- that is, every purchase that has been received has been invoiced and is either paid or in your AP account. If you are adding to this GL account using a P type inventory transaction then you would want to voucher using the RNI account rather than the expense account. Otherwise you will have a balance in RNI.

Title: Re: IN-C Purchase Unit Price
Post by David Waldmann on 03/21/07 at 09:49:04

Kemazo59 wrote:

Like Cathy, I too have cause to enter a Shipment adjustment when we send samples out for testing or evaluation, in which case we do not need an invoice but do need FG inventory adjusted to show a correct quantity. Again, if there's a better way I'm all for it!

I don't know if it's better or not, but what we do is a regular SO and override the price to 0. That way not only is Inventory taken care of, but we can tell by looking at the customer's account that we did ship it to them.

Title: Re: IN-C Purchase Unit Price
Post by Kemazo59 on 03/21/07 at 09:58:13

Oh my!!! No wonder I have a significant balance in RNI on my financials at year end! Plus, I'm posting (incorrectly) to both the expense account AND inventory. It's all dawning on me now :o