Does anyone have an idea on how to transfer non-inventory items between locations? We have some customer owned assets that we are repairing which we need to move to different locations for work to be done on them. I'd love to use transfer orders to move them around, but that doesn't work.

Transactions -> Inventory -> Transfer Inventory

Right... Exactly my issue. They're pulling a piece out of a motor & sending it to another shop for machining...

Do you use FAM?

No

Utilizing a Sales Order or PO could be an opportunity, the non-inventory item would have to have the Allow Fulfill/Receive checkbox enabled. It would show the item going in/out but it wouldn't be sitting on a ledger anywhere. This could be done at a $0 or appropriate rate to ensure proper GL impact.

Thanks @Rich Keller I was hoping to avoid the extra transactions since its inter-company... but... I'm also looking at possibly assigning tasks or just biting the bullet & creating inventory items for it...

Are the non-inventory items unique ie only ever Qty 1 on hand? What is it about the item that you use to identify it as relating to a particular motor from a particular customer? On the main item, are you using Cases or Job Numbering that maybe can also be part of this 'inventory'. It could be a simple Custom Record with a unique name like {Customer] - {Item] - [Date] and on that record you have a 'Status' field like 'Received to Workshop', 'Awaiting Inspection', 'For Machining', 'In Machine Shop', 'Returned to Workshop'. I have a use case where a customer receives back Hire equipment. Before some of that equipment can be re-hired it has to be serviced/checked. It's company assets which we process with a Dropdown (controlled by Workflow buttons). How about a connection to the Sales Order/Work Order which cold record movement. In both these scenarios, a saved search of the movement status would be the listing.

That's an interesting option I hadn't thought of. We repair motors... so its a customer owned asset - which we disassemble & sometimes send internal parts to other shops for service. So there really isn't a main item in the system. We have that customer asset on an RMA, but it is non-inventory itself. However, my main goal is to provide shipping transactions so the warehouse team has something to use / track.

You could have custom record that has the RMA as Parent. On this custom record you cold have items and status and actions

Okay, that might work too. Thanks.