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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
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.
AKA Computer Consulting, Inc.
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.
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."
You might want to vote on this:
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.
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.
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.
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.