Kitting > Kit Formula > Create Kit Formula

To set up component inventory items for your kit item, perform the following steps:

1.Access the Kit Formula Maintenance function from the Kit Item group under the Maintenance main menu in the Inventory Control module. Click the New button to create a new kit item formula record.

Note: If the Kit Formula Maintenance function is accessed for the very first time and there are no existing kit formula records, the Kit Components page is automatically displayed; otherwise, the Search screen is displayed.

2.Enter in the Kit Item # field the number of the kit inventory record you want to set up kit formula. The system automatically displays the kit item’s description in the adjacent field. Alternatively, you may click the Lookup button to search the kit item. Click the kit item number to select.

3.If the kit item has specification, enter in the Specification field the kit item's specification record you want to set up kit formula.

4.To copy a kit formula from an existing kit formula of other kit items, click the Copy button in the function toolbar. The Copy Kit Item Record window will display where you can choose the source company and kit item record from which you want to copy the kit formula. Refer to the Copy Kit Item Record Window section for the detailed discussion on the steps to be performed in this window.

5.To add a component inventory item for the kit formula, click the Append row to end button. This will add a new blank line in the Kit Components grid. Alternatively, you may click the Insert row before current button to insert a new blank line above the current line.

6.Enter values on the following fields to specify the details of the kit formula:

oComponent Item #

Enter in this grid a stock or non-stock inventory item you want to add as a component for this kit item.

Note: If you enter a non-stock inventory item in this field, AccountMate displays a message informing you that the item does not exist in the inventory item master files and asks your confirmation if such item is a non-stock item. Click the Yes button to specify that the inventory item is a non-stock item; otherwise, click the No button.

oDescription

This field is enabled only if the corresponding inventory item entered in this field is a non-stock item. Enter in this field a brief description about this non-stock inventory item.

oSpecification

This field is enabled if the corresponding inventory item entered in this field is an item with specification. Enter in this field the inventory item's specification that you want to include as component in the kit formula. This field is disabled if the highlighted component item is non-stock.

oU of M

This field is enabled if the corresponding inventory item in this grid is a non-stock item. Enter in this field a brief description about this non-stock inventory item.

oQuantity/Kit

Enter in this field the number of units for this highlighted component inventory item that will be used to assemble the kit item.

oUnit Cost

Enter in this column the unit cost of a non-stock component. This column will be read-only for those stock component items; the values from this column came from the per-unit average cost of the each component item.

oPrint

Mark this checkbox to print the highlighted component inventory item in this grid in sales orders, pick lists, sales invoices and packing slips; otherwise, leave the checkbox blank.

Note: For invoice and packing slip documents, mark the options in the Print with Kit Items on Invoice/Packing Slip area in the Printing page of the AR Module Setup function to print the component item details.

7.If you want to delete a component item in the grid, highlight the desired component item in the grid; then, click the Delete button in the grid toolbar.

8.When you are ready, click the Save button to save your entries; otherwise, click the Cancel button to clear all the entries made in this function.

Create Kit Formula

Create Kit Formula

See Also