Setting Up & Using Deposit Items
To set up Deposit Items open the Item card. A few new fields have become available on the Item tab:
- Deposit Item: This field indicates that this a Deposit Item, eg. a can, bottle etc
- Item No.: This field contains a Depisot Item, only Items where Deposit Item is activated can be selected.
- Qty. per Unit of Measure: In this field you can define the relation between the Item and the Deposit Item. Very often it is 1 on 1, but can als be something like 5 to 1, eg. 5 liter in 1 can.
Example:
Setting a Deposit Item¶
In this case it is normal Item with inventory etc. This can differ in your situation. As you can see just the slider is activated to set this Item an a Deposit Item. Entering values now in Item no. or Qty. per Unit of Measure will result in an error. This Item can now be selected as a Deposit Item.
Item Types¶
You can use all the Item Types for a deposit item. However, the type will define the way the item is handled in the warehouse. Items of type=inventory will be included in the warehouse document. As there is no functionality to support other item types (service and non-inventory) in the warehouse documents, deposit lines of these types will not show up in the warehouse documents. However, when you post the main item, the deposit line will be posted as well (in the same ratio).
Linking a Deposit Item¶
To link an Item open the Item card and select a Deposit Item in field Item No. in the Deposit section, only Items set as Deposit Items can be selected.
After selecting the Deposit Item set the field "No. Of Items per Deposit items" to set the correct ratio.
If you are using the Apportunix Role a new section is added to have a direct view on the Deposit Items.
In 2 tiles you can directly view the Items linked to a Deposit Item and the Deposit Items.
Preparing Customers and Vendors¶
On the Customer Card and Vendor Card the field Apply Deposit Items is added. When creating a new Customer or Vendor this field is activated by default.
When a Sales Order or Purchase Order is created the value of the Customer/Vendor is copied to the Sales Order/Purchase order. On the Sales/Puraches Order card the field is added to the General tab. Here you can change the value of the field in case of specific circumstances.
Using Ship-to¶
In case of Customers using and creating Ship-to Codes, by default the value from the Customer is copied the Ship-to Code card. When having multiple Ship-to Codes, the value of field Apply Deposit Lines of the Ship-to Code is used in the Sales Order.
Using Over-Receipts codes¶
The Deposit Items apps supports the functionality of over-receipts. As a deposit items may be attached to multiple other items, one does not have to specificy the over-recipt code on the item card of the deposit item but specify it on the main item card it selves. When you register an over receipt of an main item, and the deposit items has a blank over-receipt code, the over-receipt code of the mail item wil be used. When the over-receipt code on the Deposit Item card is entered, this code will be used in the validation process.
| Over-Receipt code on Main Item | Over-Receipt code on Deposit Item | Result |
|---|---|---|
| Blank | Blank | No over receipts allowed |
| Blank | Filles in | No over receipts allowed |
| Filled in | Blank | Over receipt of Main Item will be used for the deposit item line |
| Filled in | Filled in | Over Receipt of the deposit item will be used for the deposit item line (might lead to conflicts) |
Using the Deposit Item functionality on the Sales / Purchase Order¶
Just create a sales order and create a sales order line of type Item and fill the Item no. of the main Item. When filling the Item no. a new sales order line is created with the Deposit Item. When entering the quantiy in the sales line of the main Item, the sales line with the Deposit Item will be updated with the quantity according to the ratio set in the Item. In this case 1 on 1.
Deleting the sales order line of the main Item will result in also deleting the sales order line with the Deposit Item, since the lines are linked. As from here the regular functionality can be started, like posting etc. The same functionality applies to the Purchase order.
Link Deposit Items in Warehouse Shipments¶
When using Warehouse Shipments you can add extra Deposit Item lines additionally to the Sales order. On a Warehouse Shipment on the tab Lines, use the Functions-Add Deposit Line function to add a Deposit Item Line to the Sales order.
Now you can select another Deposit Item, fill the Quantity and finish the process by clicking OK.
Link Deposit Items in Warehouse Receipts¶
The same functionality described for the Warehouse Shipments is available in the Warehouse Receipts.
Using Deposit Items in Item Journals¶
In the Item Journals, the functionality for the deposit items is available as well. When you add a line for an item that has a deposit item, the deposit item line will be added automatically. The quantitity of the Deposit Item will follow the quantity of the main item:
