We are looking at using a non-posting custom transaction sales order for capturing historical data for a data migration. When tying line items to that historical sales order, the items have to exist, but I also assume that the items have to be in inventory for me to be able to add those lines. Has anyone done this. Do you have suggestions for handling inventory for these items? Should I be generating Inventory adjustments for these historical orders? Would I have to do something like create a location/bin/account where we don't necessarily want to track these assets? Is this the best way to handle this kind of scenario?

Are you sure you want to do such a full-on legacy migration? It’s incredibly difficult to get right. Most would migrate closed transactions into a custom record or similar (and not use real inventory affecting items) , so that they have 0 impact on the system. Your opening balance journals etc do the rest.

@CD, thanks for the response. That is similar to what I'm doing, but I'm not using Sales Orders. I'm creating a custom transaction Sales Order that is also non-posting. It's probably going to be called "Historical Sales Order". It doesn't have to be closed because it can't be billed. The using not real inventory is what I'm interested in. Is it like a Non-Inventory item then?

You can create non inventory item : historical item ( something like that ) And To prevent accidental usage, you can restrict access to these non-inventory items to specific individuals or departments.

Thanks, @Marc. It's probably a good idea to put it under it's own account too, I assume?

Yes it’s a better idea

@Stefan Holodnick I've done this several times for clients. If you are using a sales order transaction type and set the order to closed, you should be ok if the inventory item quantity on hand is zero. Happy to chat more if you are interested. Send me a DM.