If your company temporarily issues goods to a business subject (sales samples,
for example), it is wise to create an internal issue document in the name of the
recipient of the goods. This document will be reversed in the quantity and value
with which the goods were originally issued.
Example: Your company has given Alpha Trade a sample of goods from its sales
catalog.
The goods remain the property of your company. For the sake of records (who
has the item and for how long), and also to complete warehouse cards, etc.,
issues of this type are entered as internal issues.
1. Issuing Goods on Trial (Internal Issue)
Enter an internal issue document using document type
3D0
- Give Goods on Trial.
The sale price in this document is not important (that is, only informative), while the stock of the
commercial goods will be unburdened through the
automatic posting of material consumption and by the valuation value, while
the account for the stock of goods at an outside warehouse will be burdened.
Here, the valuation price is the valid price at the issuing warehouse (which is
provided by the Fill Price from Current Warehouse option) and depends on the
valuation method selected for this warehouse.
,
2. Viewing goods given on trial that have yet to be Returned
You can easily view the status of unreturned goods given on trial by looking
over both types of documents (the receipt and the return of the
goods on trial), that is, 3D0 and 3D1, in the Invoices
Issued Reports.
The most suitable report is arranged by customer and code, and will report
the quantity of the "stock" of issued items with an individual business partner.
Of course, this information can also be found using a
Material Movements Report.
3. Return of Goods on Trial
The return of goods on trial is most easily recorded using a type of internal
issue (predefined type 3D1
- Returned Goods on Trial), where negative quantities will be entered for
the receipt.
The easiest way to document a return of goods on trial is simply to reverse the issue of
goods on trial from section 1 of this chapter using the
Add Movement function and the Change Sign
option. This will guarantee that you'll be reversing the exact value of the goods
you have issued and that this will not be changed by the recalculation of prices
(thanks to the Price Input price fill method).
In order to prevent the repeated return of issued goods, also select
Not Added for this DT in the Add box.
Automatic Posting of Material Consumption
for this document will reverse the value of the post that was made for issue
of the goods on trial
4. Automatic Posting of Material consumption
The journal
entry for the automatic posting of material consumption for the two
documents:
General Functions:
Related Topics: