(Inventory – Descriptors … or Desc icon)
Descriptors are non-inventory items used to identify labor charges, miscellaneous charges, credit memos, and miscellaneous purchases.
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Uses of Descriptors
Never use Descriptors to represent any physical items used in BOMs or jobs, even when such items are never kept in stock. Always use Stock Items to represent raw material or components.
Descriptors are used for the following purposes:
Credit Memos
Credit memos are required from time to time to make adjustments to customer account balances for product returns, price adjustments, write-offs to bad debt, and other such things. A credit memo in DBA is simply an invoice with a negative total amount. Credit memo line items are descriptors with negative prices. GL posting is determined by mapping the descriptor’s item category to the appropriate sales account in the Account Assignments screen.
Labor Charges
If you charge customers for labor on invoices, labor is set up as a descriptor and is entered as a sales order line item. You might set up several labor descriptors, each with a different base price, if you charge different rates for different services.
Miscellaneous Charges
Any other charges that might be included in your invoices, whether they are for shipping, engineering fees, permits, etc., can be set with descriptors and prices. Any price can be overridden at the time of sales order entry.
Miscellaneous Purchases
If you use purchase orders for non-job, non-inventory purposes – for miscellaneous items such as office supplies, shop supplies, furniture, equipment, etc. – you can represent each category of these purchases with a descriptor. These descriptors can be assigned to GL accounts in the Purchasing – Exceptions tab in the Account Assignments screen. When entering a PO line item, you can modify the category descriptor with a specific description for the item being purchased.
Sales Kits
A “sales kit” is a set of items that gets copied into a sales order along with the sales kit parent item, which is represented by a descriptor. Sales kits are created in the Inventory – Sales Kits screen.
