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Kit - Stock Items - Sales Order Quote  

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Fosse
Posts: 12
 Fosse     ★★ All-Star ★★
February 22, 2021 8:25 am
(@fosse)
6-20 Posts
Joined: 2 months ago

Hi,

We have customers using Stock Items that are Kits.

 

On the Sales Order Quote we would like to see what in depth components the Kit have. The data exist in the Kit Specifikations window IN209500 but I can't find it in the report designer for SO.

Does anyone know if it's possible to show it there?

 

/Jonas

7 Replies
Gary Mardirossian
Posts: 6
 Gary Mardirossian
February 22, 2021 12:52 pm
(@garenmardirossian)
6-20 Posts
Joined: 6 months ago

Hi Jonas,

Please give me a call I have a Kit Processing solution that might help you in what you are looking to do.

gary@biz-techservices.com / 818-484-5004

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Fosse
 Fosse
    ★★ All-Star ★★
(@fosse)
Joined: 2 months ago

6-20 Posts
Posts: 12
February 23, 2021 2:37 am
Reply toGary MardirossianGary Mardirossian

@garenmardirossian Thanks!

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Gary Mardirossian liked
wpratley
Posts: 2
 wpratley
February 22, 2021 2:12 pm
(@wpratley)
2-5 Posts
Joined: 2 weeks ago

The kit specs are found in table InKitSpecStkDet table.

I was able to list components on the SO using a subreport, attached.

Good luck!

 

so641016.rpx
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Kurt Bauer
Posts: 32
 Kurt Bauer
February 22, 2021 2:13 pm
(@kurtybauer)
21-50 Posts
Joined: 11 months ago

Jonas,

We have a client using the Kit Processing solution from BizTech.  It provides a lot of options and allows you to explode the kit on the sales order.

If you are just looking to show the items on a form you would need to join to the Kit Header DAC (INKitSpecHdr) on the InventoryID where the status is Active.  Then you could join to the INKitSpecStkDet and/or INKitSpecNonStkDet DACs to pull in the stock and non-stock components, respectively.  Finally, you will need to either setup new grouping on the report or create a sub-report to show the kit components so that you don't duplicate data on the form.

Thanks,

Kurt

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mcraig liked
Fosse
 Fosse
    ★★ All-Star ★★
(@fosse)
Joined: 2 months ago

6-20 Posts
Posts: 12
February 23, 2021 2:37 am
Reply toKurt BauerKurt Bauer

@kurtybauer Thanks for the tips!

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mcraig
Posts: 15
 mcraig
February 22, 2021 2:29 pm
(@mcraig)
6-20 Posts
Joined: 9 months ago

Another option might be to write a subreport.  Which would use the schema tables from the Kits and then blindly dump the contents of the kit.

You can then what you want to include.

A variable could be passed or added to the main SO Report to Explode detail of kits or not. 

Add the subreport into the Sales Oder either in a detail line 2 or in detail line 1.  Make visible base on variable passed.

When creating a subprogram, if you add it to the site control, you can then select versions and edit directly. Otherwise, you have to enter it in the report designer. 

 

Matt

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Fosse
 Fosse
    ★★ All-Star ★★
(@fosse)
Joined: 2 months ago

6-20 Posts
Posts: 12
February 23, 2021 2:37 am
Reply tomcraigmcraig

@mcraig Thanks for the tips!

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