Add non-inventory items on requisition and planning worksheets


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Enabled for Public preview General availability
Users, automatically Sep 1, 2021 Oct 1, 2021

Business value

Some businesses use requisition or planning worksheets to enter information about the items they want to order, and then create orders for the items all in one go. Enabling the worksheets to handle both physical inventory items, such as chairs, and non-inventory items, such as services, gives businesses a unified procurement process.

Feature details

You can process non-inventory lines in much the same way as other types of items. If you use requisition and planning worksheets as the starting point for purchase orders in your procurement process, you can manually enter lines for non-inventory items on the worksheets. Then, when you create your purchase orders, the non-inventory items will be included. This allows you to use same procurement process for inventoriable and non-inventoriable items.

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See also

Add non-inventory items on requisition and planning worksheets (video)

About Planning Functionality (docs)