How do I deal with removing items from units?

Summary

This article explains how to deal with removing items from units.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

When you buy in a unit, it may have items on it that you don't want to sell with it or that may be suitable for another sale. The price of the items will have been included in the price of the unit, so there should be a credit against the unit for the value of the items removed and it would be sensible to track where these items are then used.

Removing the items from the unit

• Go to " Unit Sales Add or Edit Units".
• Find the unit from which you want to remove items.
• Press <F7> for "Expenses".
• Click [Add] to add a new expense.
• See this article for the details of posting the expense.

Note: Because you are removing an item from the unit, the value should be negative to reduce the overall cost of the unit, and you should use a specific "Category" for item removal.

This will have the effect of reducing the overall value of the unit.

Adding the items to another unit

Repeat the process above but make the value of the expense positive to increase the overall cost of the unit.

Adding the item to parts stock

There may be instances where the items removed are not added to another unit but are put into stock. You should create a part number for the items removed and use " Stock Adjustments" to bring them into your parts stock.

Note: When you remove the item from the unit and book it into the parts stock, the system will post journals in the Nominal Ledger for you automatically but you will need to post one extra journal manually to debit "Unit Expense Accruals"'Z944' on our default nominal codes, and credit "Stock Adjustments"'Z923' on our default nominal codes.

See also

• Unit expenses explained
• How do I post expenses against a unit?
• How are unit expenses classified?
• Posting journals
• Unit integration to nominal ledger
• Stock integration to the nominal ledger

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