Applies stock relates to tests, checks etc on, say, a service Item, workflow related Applies stock, such as credit checks, insurance required, etc.
Applies stock can be used to manage specific tasks when dealing with specific products. This is particularly relevant when dealing with OEM’s where engineering change orders can apply to specific products.
Another application for Applies stock could be using something like Courier to remind staff to book or charge for freight on warranty/non-warranty work.
Because Applies stock can be flagged as Yes/No, performed/Checked, it is handy in the service environment to use an Applies Stock of Minimum Labour Charge to ensure that at least an attempt is made to recover this charge.
Similarly, an Applies stock of VIRUS.CHECK could be used to ensure everything requiring this can have it performed as a matter of course when first entering the service cycle.
Here is a simple example:
Add new stock and give it a descriptive name. Ensure the Type is Applies and link it to a relevant Stock GL group.
Create a template with Kitting stock code. You will need to create a dynamic kit stock code and give it a meaningful name. Go to the Kitting tab in the header and list the Applies stock. You don't need multiple Applies stock codes – use the same code and enter the stock description accordingly.
When using Applies stock, you would normally tick Hide so it does not appear on a job.
Once the kit is created, this will then be available to add to a job.
When using Applies stock in a job,at the time of finishing the job and setting it to Ready, the Applies stock will pop up a warning if its status hasn't been changed from Applies. This must be performed before invoicing the job.
Choose the appropriate status (ie. performed) from the drop down list to be able to finish and invoice the job:
Applies stock (any stock actually) can be flagged to Hide on Invoice. It will show on the job form, but will not bring across into the invoice detail.
Further information