Best way to create ITEM for monthly service provided by supplier where we want month in the title of line item?

1

example… supplier provides us with “Monthly Janitorial Service”

But we create single annual PO for them with 12 line items like:

“Monthly Janitorial Service - JAN”
“Monthly Janitorial Service - FEB”
“Monthly Janitorial Service - MAR”
etc.

Would item variants be best way to handle this? Or create individual 12 items? Or possible to append information to description of item (i.e. JAN) during PO creation?

2

Hi
A new item attribute, say Month could be created with an attribute value for each month, then an Item master for the service, adding multiple variants based on month. A time saver? Probably not for a one time item, however if you provide other services monthly the attribute could be reused.

This video describes it briefly: https://www.youtube.com/watch?v=SngZtDIMdiQ

1 Like
3

Thanks for the suggestion. Looks like this would work.

4

The only problem I see with it is how does it work if you need to update the template (or the item variants) after the item variants have been used? I guess you then need to go into each variant?

5

I don’t know what happens if you add or remove an attribute from a master, once the item variants have been committed to transactions. I suspect adding attributes wouldn’t matter, removing them might not either but without creating a test I can’t say for sure.

6

Yeah seems like they (items) know they are variants. I’m not sure how that would work either.

FWIW, I see you can also multi-select items in the list (i.e. varient items created from master) to edit/update/change invidivual fields… so there’s that as an option.