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Inventory items as an expensed account

edited Nov 26, 2019 8:43AM in Accounting / ERP 5 comments

I'm trying to manage inventory using Locations: one being main product inventory (an asset), and the other being sales inventory for use in sales trials/evals (an expense). The CFO has indicated that he would transfer product from product inventory and expense it to sales (filling the sales inventory) based on forecasts for upcoming sales trials/evals (which can last 90 days or more).

When a request for a trial/eval comes in, we need to do virtually everything we would do if we sold product (other than bill the customer). We were going to use a 'Job' for tracking the trial/eval and produce an order from this job where we could identify the items needed for the trial/eval. We would then approve the order, pick, pack and ship to the customer doing the trial/eval, and at the end of 90 days allow the customer to do a return using the RMA capabilities. The one catch is all of this is coming out of the

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