Sales Order > Customized Kit Items in Sales Order > Customized Kit Item Transaction Log

The Customized Kit Item Transaction Log function allows you to generate a report that shows information on kit inventory items that are customized and built using the Build Customized Kit Item function including its corresponding transactions. Sales orders that are put on credit hold are excluded from this report.

The report can be used to track customized kit inventory items and their corresponding sales orders.

To print a Customized Kit Item Transaction Log, perform the following steps:

1.Access the Customized Kit Item Transaction Log function from the Transaction Log group under the Reports main menu in the Sales Order or Inventory Control module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes:

oInclude Items On-Hand Only

Mark this checkbox if you want to include only the inventory items with on-hand quantities.

oInclude Component Items

Mark this checkbox if you want to display the component items in the report.

oShow Serial #

Mark this checkbox if you want to display on the report the inventory items' serial numbers.

oShow Lot #

Mark this checkbox if you want the report to display the inventory items' lot numbers.

oShow Item Class, Product Line and Inventory Type

Mark this checkbox if you want to display the item class, product line and inventory type in the report. This report option is not available when you sort the report by Item #.

7.Select any of the following options for which you want to show in the report:

•Disassembled and Build Kits

•Disassembled Kits

•Build Kits

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Customized Kit Item Transaction Log function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSales Order #

AccountMate displays the Sales Order document when you double-click the SO # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

Customized Kit Item Transaction Log

Customized Kit Item Transaction Log

See Also