IN Set Up Kits window

InventoryCS > Inventory > Inventory Items menu > IN Set Up Kits window

Use the IN Set Up Kits window to create Bill of Materials tables, which you can think of as parts lists or assemblies of multiple items you sell as a finished good. The table shows the part numbers and quantities of each component that is used to build the finished product.

We recommend that you establish all the stock items you plan to use in the table as individual stock items before you set up a kit. This includes the stock numbers of the components you use to create the finished item, as well as the finished item itself. See Creating Kits for more information on this feature.

NOTE: If you assemble Kits, you can only assign serial numbers or lot numbers to the finished good, not the individual components.

If you want to change any components of the kit during a sale, you can right-click on the kit detail line in the entry window. That will only change the components for one sale; it will not permanently change the kit.

BOM Stock

Enter the finished good stock number in the BOM Stock box or use the Lookup to select the stock number for the finished item. You should have already established this stock number in the IN Stock window. You will use this number to identify the kit throughout the system and it will appear in Lookups and reports.

Description

This is the description of the finished good from the IN Stock window and it will appear in Lookups and reports.

Fund Number (Fund product only)

Enter the fund you want to use for this kit.

Actual Cost

The estimated cost of the kit appears in the Estimated Cost label. As you enter components into the grid at the bottom of this window, the system updates the estimated cost of the entire assembly based on the quantity and the unit cost of each component in the assembly.

Update At Posting

This option only applies to items that use Last Cost or Valuation Method as their costing method. Select the Update At Posting check box to have the system update cost for each component each time you post a Bill of Materials transaction for this item.

Update Cost

This option only applies to items that use Last Cost or Valuation Method as their costing method. Click this button to update the cost of the finished good based on the costing method you selected.

Update Desc

Click this button if you updated a stock item description in the IN Stock window and you want the item description to update in your kit. This will also update the item descriptions in your kit reports.

Search for

Use this field to search for a specific line item.

Toggle Search Item

Use the Toggle Search Item button to change the Search for box to match the criteria of the line item you want to search for. When you click this button, the field changes to match the criteria you select. The search options are:

• Line Number

• Type Inventory

• Component

• Description

• Qty

• Cost

Costing Method

Select the appropriate costing method for this finished good item.

• Detail: adds the component costs as specified in the table to calculate the cost of the finished item. This is the default costing method.

• Last Cost: adds the cost paid for each component the last time it was purchased to calculate the cost of the finished item.

• Valuation Method: adds together the component costs determined by the valuation method you specified in the IN Code of each component to calculate the cost of the finished item.

Set Up Kits Component Grid

Use the grid at the bottom of the IN Set Up Kits window to add the components that make up the finished good. You can right-click in any editable field to delete the row.

Line#

The system automatically assigns the line number to each detail line as you add them to the list.

Detail Type

Select the component type of this detail line, either Inventory or Non-Inventory. The default type is Inventory. You can include items other than inventory, for example, delivery charges and set up fees, if you select the Non-Inventory detail type. The Non-Inventory detail line type is not related to the Non-Inventory Codes in the Sales module.

Component

Enter the stock number or non-inventory item for this detail line in the Component field.

Description

If you entered a stock number in the Component field, the description autofills based on the stock item you selected. If you entered a non-inventory item, enter a description of the item.

Quantity

Enter the quantity you need of this detail item to complete one assembly.

Unit Cost

If you selected Detail for your costing method, enter the cost of each component to calculate the cost of the finished item. For inventory items, the Last Cost from the IN Stock window for each item automatically appears here.

For inventory items, if you selected Last Cost or Valuation Method for your costing method, leave the Unit Cost at its default value to allow the system to calculate the cost for you.

If you entered a non-inventory item, you must manually enter a unit cost for the item.

Control Acct

This is the Inventory Asset account associated with the IN Code of the stock item on this detail line. It will automatically appear for Inventory items, but not for Non-Inventory detail lines. For Non-Inventory lines, enter the asset account you wish to use.

<<Find First / <<Find Prev / Find Next>> / Find Last>>

Use these buttons in conjunction with the Search for field and the Toggle Search Item button when you want to find a specific component to edit or review. Once you enter an item in the Search for field, use the <<Find First button to find the first instance of that item. If you need to find the next instance of that item, use the Find Next>> button, and so on.