Convert Purchase Part to Sales Part

Explanation

Use this activity to convert a purchase part to a sales part.

Prerequisites

A record for the purchase part must exist.

System Effects

• The purchase part can be released to the supplier for external maintenance or repair service as a sales part within a customer order.
• The default values of the Tax Code field and the Taxable check box in the Create Sales Part for Purchase Part dialog box will be retrieved from either the Purchase Part or Supplier for Purchase Part window.
• If the Taxable check box is selected and a valid tax code is specified, the amounts inclusive of tax will be automatically calculated and displayed in the respective fields. (The calculation is based on the amounts exclusive of tax.)

Windows

Purchase Part
Supplier for Purchase Part

Related Window Descriptions

Purchase Part
Purchase Part/General
Supplier for Purchase Part
Supplier for Purchase Part/General
Create Sales Part for Purchase Part

Procedure

1. Open the Purchase Part or Supplier for Purchase Part window and populate it.
2. In the Part No list, select the applicable purchase part.
3. Right-click and then click Create Sales Part. The Create Sales Part for Purchase Part dialog box appears.
4. The information in the Purchase Part area is automatically retrieved from the purchase part record. The part number and description shown below in the Sales Part area are, by default, identical to purchase part number and description, respectively. You have the option of changing the sales part number and description.
5. In the Price fields, enter the fixed list price of the part in the right field (you can refer to the General tab of the Sales Part window for this price). The left field indicates the currency used by the company.
6. In the Sales Price Grp field, enter the applicable sales price group ID in the left field or select it from the List of Values. The description of the sales price group automatically appears in the right field.
7. In the Sales Group field, enter the applicable sales group ID in the left field, or select it from the List of Values. The description of the sales group automatically appears in the right field.
8. Optionally, in the Rebate Group field, enter the applicable rebate group in the left field, or select it from the List of Values. The description of the rebate group automatically appears in the right field.
9. Click OK to apply the data and close the dialog box.