Backup No-Charge Items

ben-auer

Hey Everyone,

We have a few scenarios where we order one item but are sent two, one that's the primary and gets implanted and the other a backup.  In some instances, the no-charge backups are returned and in some they are kept

We want to accurately track and handle how many items we have flowing in.  This is important because when the receiving team opens the box they are going to see two items which are both the same. So we need two lines on the PO, one with cost associated and the other with no cost associated.  This also helps with tracking usage/order history, and help with tracking the return if needed of the backup item.

I don't show that Infor gives an option to manage this scenario. So I'm curious how does everyone else do it?

Currently, the requester adds the item master item w/ cost and then the no-charge item is added as a special. We would prefer not to give our requesters access to override contract costs.

Thanks,

Ben

gtesche

Hi Ben,

You could set up two contracts for those items, one at regular price, and one at no charge, but at a different priority.

So the chargeable contract would be the higher (lower number) priority and the no-charge would be a lower priority. 

In order to access the no charge contract, you can create a shopping list/procurement template that is linked to the no charge contract lines.  You could also create the same for the chargeable contract, but that's not really necessary since it has the higher priority.

Thanks,

Gretchen