Broker Item Conversion Logic

The following conversion logic should be used for Broker Items.

      Open sales orders for Broker items should be converted by loading the generic item in the item number field, and by loading the manufacturer account, manu_item#, vendor account, and vendor item# information into the appropriate fields.  A comment for the item description can also be created (comment source, type, line).  The price to be charged to the customer should be loaded into the price field of the order.  A Y should be loaded into the Vendor Ship and Backorder Flag in the order line.  The Commission cost for the order line should be loaded with the correct cost for the item (based on the PO line price for the item and any fudge factor or additional addon that is applied by your company). 

      If the Broker item has already been ordered from the vendor, one or more purchase orders should be created for the sales order (based on the purchase order detail in the data being converted).  The PO should be created using the Broker item# and the correct vendor, cost, and the customer Shipto Address from the customer sales order.  The purchase order line or lines for each sales order line should be pointed to the sales order using the SO_NO and SO_LINE fields in the po line.  The Source field in the PO line should be loaded with a V to identify it as a vendor shipment.  The vendor item#, manu item# should also be loaded with the same values as in the related sales order lines.

      If the Broker item  has not already been ordered from the vendor, a purchase order requisiton should be created for the order line using the shipto address for the customer, the vendor from whom the item is to be purchased, the Broker item, and the cost for the item.  The purchase order line or lines for each sales order line should be pointed to the sales order using the SO_NO and SO_LINE fields in the po line.  The Source field in the PO requisition line should be loaded with a V.  The vendor account, vendor name, manu item#, and the price field in the po requisitions should also be loaded with the same values as in the related sales order line.

      Broker Items that are on hand.  If an item special ordered for a customer is received into stock due to returns or other processing, and the item does not already exist, a Product Catalog and at least one Inventory record must be created for the item.  Once an item is received into stock the system averages the cost of the item across multiple inventory locations (the cost of the item is no longer based on a purchase order) so a unique record should be set up for any Broker items that are actually present in your warehouse.  Generic item numbers are not used to track inventory that is physically processed in one of your locations.

Warranty Item Warranty Items are used for items that you offer a warranty for.  As an item with an available warranty is ordered, the system prompts you with a list of the warranty options available for the item.  If an option is selected, the system automatically defaults and prompts for the required warranty information. 

Sell With Items Sell with items are used to identify items to be sold with each other.  If you define a group of items that you may want to sell with a specific item, and enter sellwith records for the item, the system will display display the items as the main item is sold.  This allows you to quickly add an order line for a commonly ordered accessory (ie a cable with a printer, a mount with a tv, etc).