Kit Assembly Best Practices

  • 17 June 2022
  • 1 reply
  • 554 views

Greetings everyone!

Looking for feedback from the community with regards to management of Kit Assemblies.  I’ve scoured high and low and would love to hear what you have tried and what has been learned in the community.

When configuring inventory and warehouse settings how do you establish inventory visibility to the subaccount level for kit assemblies? 

Currently, the only clear identification of the kits I can identify is the [] Is a Kit checkbox? [] 

I see potential options of using Base Unit, Posting Class or Item Class to support the accounting of kits at a subaccount level. 

I’ve given thought to using reason codes in the kit assembly process to facilitate accounting of Inventory to the Subaccount level, curious why that isn’t inherent in the system.  Disassembly is organic, so why isn’t assembly organic? When I dig into the reason codes, I find myself limited by the available options [Sales, Credit Write-Off, Balance Write-Off, Issue, Receipt, Adjustment, Transfer, Disassembly, Vendor Return] with the exception of a transfer, each usage reason designates corresponding accounts/subaccounts.

Another consideration I’ve come across is both the Warehouse setting and Item Warehouse Details pages offer [] Override Inventory Account/Sub [] this functionality appears to kill any attempt at accounting for inventory at a subaccount level.  As I’ve attempted to produce kits which are stored in the warehouse and this setting negates anything set up on the inventory items. 

Looking forward to the discussion!


1 reply

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Hi Melissa,

I may be able to help, but can you expand on:

When configuring inventory and warehouse settings how do you establish inventory visibility to the subaccount level for kit assemblies?

I see potential options of using Base Unit, Posting Class or Item Class to support the accounting of kits at a subaccount level.

 

Possibly include an example of what you want to see for a kit at the sub-account level.

Best,

Dan

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