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Questions Customizing non-stock kits on the fly at order entry and displaying kit components as line items so they can be edited

 
Everything Else
Last Post by Alex Kleyff 4 years ago
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Alex Kleyff
Posts: 9
 Alex Kleyff
Topic starter
December 11, 2018 9:45 am
(@alex-kleyff)
Active Member
Joined: 8 years ago

Hi Team,

I am doing an Acumatica implementation where the client needs to be able to create a non-stock kit and when added to a sales order they need to be able to see the components for the kit and be able to make changes and add notes to each line Item , or do items substitutions, I could not find anywhere on the Help and Documentation, is this possible ? if not any recommendations how to handle this ?

Preferable they would like to see all the items in the kit listed as individual line items on the order 

Also if I wanted to display the components on the Sales order does this involve a customization?

Any help or feed back would be greatly appreciate it.

Regards

Alex Kleyff
AKA Computer Consulting, Inc.


Topic Tags
kits kit customize kit on the fly
9 Replies
Royce Lithgo
Posts: 557
 Royce Lithgo
December 11, 2018 5:22 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

You add Inventory Items to Sales Orders - there is no link between Sales Orders and Kit Assembly. Sorry but I can't recommend a solution as what you're describing as functional requirements sounds like a pretty big gap to me. 


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Alex Kleyff
Posts: 9
 Alex Kleyff
Topic starter
December 12, 2018 7:21 am
(@alex-kleyff)
Active Member
Joined: 8 years ago

Not a big gap ,we are using non-stock kits, there is no kit assembly required for these. please see below a paste from the Acumatica Help Documentation;

"A non-stock kit is a bundle of stock and non-stock components; you assign an individual inventory identifier to the non-stock kit, and it can be selected in sales orders. Non-stock kits are virtual kits because they neither produced nor tracked in inventory, unlike stock kits. The stock components of the non-stock kit remain in inventory and can be sold in the kit or as separate units."


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
December 28, 2018 1:48 am
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Alex,

You might want to vote on this:
https://feedback.acumatica.com/ideas/ACU-I-1117

The best that I've seen so far is the Pick Ticket which you access using ACTIONS -> Print Pick List on the Shipments (SO302000) screen. That breaks out the Kit components I believe, but it's just a report.


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Christiaan Raubenheimer
Posts: 5
 Christiaan Raubenheimer
April 20, 2019 3:21 am
(@chris-raubs)
Active Member
Joined: 6 years ago

Hi Alex,

I'm quite late to the party here and I hope you've found a solution to your problem? I thought I'd leave a response for future visitors with an alternative solution that has similar functionality, namely the Product Configurator. 

The product configurator allows you to create different types of composition products upfront, e.g. bundled, grouped, etc. and then when the product is added to a sales order you can 'configure' which sub-products are added to the order.


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Tim Rodman reacted
Shawn Hawkins
Posts: 8
 Shawn Hawkins
September 18, 2020 10:52 am
(@shawn328)
Active Member
Joined: 6 years ago

I am even later to the party than Christiaan, but for future reference we had a client that needed the same feature.  We customized the Sales Order so that if a kit was used that we exploded the details of the kit on the Sales Order.  Once the items are there we are able to add/modify/delete the kit details items on the Sales Order without any issues.  This does not modify the kit, but in our situation we never assembled the kit so it was not an issue.


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Wyatt.ERP reacted
Gary Mardirossian
Posts: 15
 Gary Mardirossian
September 21, 2020 12:44 pm
(@garenmardirossian)
Active Member
Joined: 6 years ago

Hi Alex,

I might have what you are looking to do with your client. Let me know if this is still a open issue and we can discuss.

 

Thank you


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Tim Rodman reacted
Alex Kleyff
Posts: 9
 Alex Kleyff
Topic starter
December 2, 2021 10:30 am
(@alex-kleyff)
Active Member
Joined: 8 years ago

Hi Gary,

I just saw your reply , I have a new customer that needs this functionality .

Can you please reach out to me when you have a moment soe we can see if what you have will work?

alexk@akaconsulting.com  718-351-5200 x101


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
December 4, 2021 1:19 am
(@timrodman)
Famed Member
Joined: 10 years ago

I think Julio Pinto is talking about about Gary's solution and describing how it works for her company in the 2 minutes starting here:


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Alex Kleyff
Posts: 9
 Alex Kleyff
Topic starter
December 4, 2021 8:27 am
(@alex-kleyff)
Active Member
Joined: 8 years ago

Hi Tim ,
Thank you for the info , It looks like that is exactly what I am looking for.


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Tim Rodman reacted
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