There may be times when you have an item that cannot be purchased separately, but must be included with another item, for instance personalization services, shrink-wrapping, or logos.  Advantage uses the related items feature to handle cases like this, and prohibits the entry of a related item.  It must be added with another item.

Set-up of related item

Related items are set up at INVDAT like any other item.  However, the related item check box must be checked.  You must also set up a warehouse record for the item.  Depending on the nature of the related item, it can either be stocked in inventory or set up as a non-stocked item.

Adding Related Item to Order

After adding the primary item to the order, you can right-click in the line section at MSTFST to add the related item.

Selecting Add Related Order Line… will bring up a dialog box to enter the related item and optionally override the descriptions.  Using the drop-down on the Related Item Number field will show only items at INVDAT that have the related item box checked.

The related item will be related to the order line that was entered before it.  If you later delete that line from the order, it will automatically delete the related order line.

Advantage allows you to have a PRO item that is actually a service item (or a non-inventory item). This allows you to add the item on PRO orders, but you do not need to keep warehouse quantities for the item.

Setup at INVDAT
Create your inventory item as you would any other PRO item.

Setup at INVDAT/WHS
You will need to add an item/warehouse record, even though you will not be keeping stock of the non-inventory or service item in your warehouse. To add the item, use the AN function, which will create the item with a quantity of 99999999 in the warehouse but the bin quantity will remain 0. You do not want to use the ‘A' function to add the item, and then receive or adjust the quantity to 9,999,999 since that will create a bin quantity of 9,999,999, and that will cause problems later.

Assumptions on Non-Inventory Items

1. You cannot enter adjustment on service items.
2. You cannot enter a receipt on service items.
3. You can delete a warehouse record item when the quantity is 99999999.
4. You cannot commit inventory on service items.
5. You cannot backorder a service item.
6. Returning a service item does not increase the quantity in the warehouse.
7. You cannot enter a transfer on a service item.
8. You cannot do a physical inventory on service items.
9. A package header must be defined as a non-inventory item.