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Question

Serialized equipment used in a kit assembly not showing in equipment record

  • Oct 23, 2023 8:38 PM UTC
  • 8 replies
  • 190 views
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Is there a way for the serialized equipment used in the assembly of a stock item kit to show with serial numbers on the equipment record?  

8 replies

Kandy Beatty
Captain II
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HI @jschuldt 

Equipment is not used in the creation of a kit in out of the box Acumatica. 

Can you explain more of how you are using it? Are you using it in Field Services or the general equipment in Acumatica?

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  • Author
  • Freshman I
  • Oct 24, 2023 3:08 PM UTC

@kandybeatty49 

There are a few item that we need to sell as one line item on the sales order that are serialized inventory items.  To accomplish this, we used the kit assembly approach.  However, when we do this, we lose visibility to the original serial numbers and only can see the kit as equipment.

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Kandy Beatty
Captain II
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Hi @jschuldt 

What I think you are saying is that you want the visibility to see serial numbers on the kit components? Is that correct?

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  • Author
  • Freshman I
  • Oct 24, 2023 3:56 PM UTC

@kandybeatty49 

Yes, that is correct.  I am brand new to Acumatica and appreciate the help.

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Kandy Beatty
Captain II
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HI @jschuldt 

First, Welcome to the Acumatica community! 

Second, where do you want to see those component serial numbers? On the Sales Order or in a Generic Inquiry?

 

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  • Author
  • Freshman I
  • Oct 24, 2023 4:18 PM UTC

@kandybeatty49 

End result I need to it to pull over to service as we will need visibility to verify the serial number of that particular item on the service order/ appointments during installation and subsequent service visits.  Which led to my second - is it only visible after the sales order is posted?  And once again, any help is appreciated..

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Nov 30, 2023 9:51 PM UTC

Hi @jschuldt were you able to find a solution? Thank you!

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  • Author
  • Freshman I
  • Nov 30, 2023 9:59 PM UTC

@Chris Hackett 

Chris - we were told we can drill down from the kit in a report to see the individual components but can’t necessarily have those individual components available for selection as target equipment once put into the kit. I can’t seem to find the report though that was referenced.  Thank you.

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