Entering an order-as-needed nonstock product

Order-as-needed nonstock (OAN-NS) products are not usually stocked in your warehouse, but are used when you want to create complete product records in Product Setup and Product Warehouse Product Setup. They are similar to order-as-needed products, but have a special nonstock designation. You can create an OAN-NS automatically during order entry, or you can select a catalog product and designate it as OAN-NS during entry.

Use these instructions to designate a nonstock or catalog product as an OAN-NS product during sales order entry. To enter an order for an existing OAN-NS product, follow the instructions for entering a stock order. Then enter the appropriate sourcing information on the Sourcing window.

See entering a stock order.

  1. Select Sales > Entry > Order.
  2. Add or maintain an order.
  3. Complete the remaining information in the Initiate Order window and select Advanced Line Entry.
  4. In the Line Items section, select Nonstock in the Line Type list.
  5. On the Non-Stock window, specify the nonstock product in the Product field.
  6. If the product you specify exists in the catalog or in inventory, the description and price of the product is displayed. Indicate whether to use that product and its settings. If the product is available in the ordering warehouse, the quantity available also appears in this dialog box. Click Yes to use the existing product's settings. If you click No, the line item is created as a new nonstock, and existing product records and settings are ignored.
    Note: If the product exists in your catalog, you can choose Yes to Create Catalog Product in Inventory.
  7. If you clicked No in step 6, or the product does not exist in Product Setup or Product Catalog Setup, Non Stock is the default setting in the Product Description field. You can specify a different description, up to 48 characters long. The description appears on orders, invoices, and pick tickets.
  8. Specify the product Category.
  9. Specify a Vendor and a product Line if this item is to be obtained from a vendor.
  10. Specify a warehouse if this item is to be obtained from another warehouse. Use the Product lookup to see the quantities available in other warehouses.
  11. Specify pricing information. You must specify a cost or the order cannot be invoiced. If the product is associated with a Pricing and Discounting record, you can adjust the price level on the Pricing view. This applies to all price levels.
  12. Optionally, select the Back Order option.

    If the Allow BO option in Customer Setup is not selected for this customer, this message is displayed when you exit the Non-Stock view: 'Non-Stock Product; No Back Order Scheduled; Adjusted if Exists.' You must then clear the Back Order option in the Nonstock or Extended view.

  13. If you are creating a purchase order for this product, select the Create PO option. If you select the Create PO option, you must specify a vendor in step 9.

    To make this option available, the Allow Entry of PO Ties in OE or Allow Both PO and WT Ties in OE options on your SA Operator Setup record must be selected.

  14. If this item should be expedited, select the Rush option. You can specify a rush amount on the Extended view.
  15. In the Item Type drop-down field, select Create As Order As Needed-Nonstock.
    This option is available if the Allow Create OAN-NS in OE for Nonstock/Catalog is selected in SA Operator Setup-Entry Options.
  16. Click Default Fields to open the Non Stock Defaults window. You can set the unit, serial/lot control, and special price/costing values prior to creating the Product Catalog Setup or Product Setup record. If the product already exists in Product Setup or Product Catalog Setup, only the Control drop-down options are available. Click OK when done.
  17. Complete the remaining applicable fields and click Submit.
  18. If you selected an OAN-NS product that already exists in inventory, this message is displayed when you close the Non-Stock window: 'This Item is an Active Order As Needed - Nonstock Item. Continue as a Stock Item?' Click Yes to create a stock item. Click No to keep it as a nonstock item.
    If the nonstock product does not exist in inventory, the message "Nonstock Product; Backorder Scheduled' is displayed.
  19. In the Line Item section, specify the quantity and verify the unit and price. Click Add to add the line to the order.
  20. Complete the order.