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Creating kit specifications

Some of your item masters are goods that you purchase directly from your vendors. You may have other item masters that you produce on site, using components or raw materials that you have on hand. If you want to produce an item, you must first create a kit specification for that item.

Kit specifications describe how to assemble a quantity of a product (item master).

To create a kit specification:

  1. Select Kitting Manager>Kit Specifications. A list of kit specifications appears.
  2. Select Add from the toolbar up above.
  3. Enter a Name for the kit specification. This name must be unique in your system.

    Choose a name that describes the item master the specification creates. If you are going to create more than one specification for this item master, make sure the name also describes what makes this specification different.

  4. Optionally, enter a Description for the kit specification.
  5. Optionally, enter an Owner for the kit specification.

    If you enter an Owner on the kit specification, then the product item and all of the component and by-product items must have an Owner that is either not set or is set to the Owner on the kit specification. Additionally, you will only be able to use this kit specification on kit orders for which the Owner is not set or is set to the Owner of this kit specification.

  6. In the Product Item Master field, enter the Item # for the item master this specification describes how to make. If you enter just part of the Item #, you can select a matching item master from the list.
  7. If the kit specification is for disassembling an item, check the Disassembly box. More info...
  8. Enter the Qty of item master that this specification creates, and the Unit Item Cost for each new item created. This cost is based on the unit of measure for the Qty.
  9. Optionally, enter Instructions or other notes about how to assemble this product.
  10. Down below, in the Component Items table, click Add item buttonAdd.
    1. A Lookup Item Master screen appears. (If you enter an Owner on the kit specification, the item master lookup is pre-filtered by item master owner.)
    2. Select the item masters used to create the Product Item Master. Click OK.
    3. For each Component Item added, enter the Qty needed to create the Product Item Master. This is the quantity that will be transferred to your Work In Progress (WIP) location when you actually assemble the item.

      You can add as many component items as you need.

  11. If assembling your Product Item Master creates by-products or scrap that you want to add back into inventory, click Add item buttonAdd from the toolbar of the By-Product Items table.
    1. A Lookup Item Master screen appears. (If you enter an Owner on the kit specification, the item master lookup is prefiltered by item master owner.)
    2. Select the item masters which are by-products when you create the Product Item Master. Click OK.
    3. For each By-Product Item added:
      • Enter the Qty created during assembly. This is the quantity that will be put into inventory when you actually assemble the item.
      • Enter the Unit Item Cost for each by-product item that will be put into inventory.
  12. When you have added your Product Item Master and all of your Component Items and By-Product Items, select OK.

See Also

Managing kit specifications

Copying kit specifications

Viewing and changing kit specifications

Using a kit specification to disassemble a product

Deleting kit specifications

Kit specification field descriptions

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